AI Training for Accounting | Bookkeeping, Ind AS drafting and disclosures, done faster and reviewed properly
AI-assisted bookkeeping, disclosures and reconciliations with review built in. Designed and delivered by CA Dhaval Kodilkar.
Clients include Larsen & Toubro, Safaricom, Bajaj Finserv, Indian Oil, Galderma, Abbott, Lanxess, Bajaj Finance, VE Commercial Vehicles (Eicher), UPL, Marico, WPP Media, IndusInd Bank, KPMG, Income Tax Appellate Tribunal (ITAT), NPCI, Mayfair Insurance, Copy Cat Group, Ramco Group, HCG Group, Clutterbot.
AI training for accountants covers bookkeeping, Ind AS and IFRS research, Schedule III disclosures, notes to accounts and reconciliations. CA Dhaval Kodilkar teaches accounting teams and CA firms to use AI for first drafts and checks while keeping professional judgement, review and documentation with the accountant.
Built for your team.
- Accountants and senior accountants
- Financial reporting teams
- CA firm partners, managers and articles
- Shared-services accounting teams
- Group size
- 10 to 80 participants per cohort
- Prior knowledge
- None needed
Where the time goes today.
- Notes to accounts and Schedule III disclosures are copied forward each year with errors carried over.
- Ind AS and IFRS research takes hours of reading standards and guidance notes.
- Ledger scrutiny and classification checks are done line by line in Excel.
- Junior staff draft client queries and working papers inconsistently.
- Firms worry about client confidentiality when staff use public AI tools.
6 modules, each with a hands-on lab.
- Module 1
AI for accounting work: safe and unsafe uses
Know where AI helps and where it must not be relied on in financial reporting.
Lab: Test an AI tool on three Ind AS questions and grade its answers.
- Module 2
Ledger scrutiny and classification
Use AI with Excel to flag misclassifications and unusual entries.
Lab: Scrutinise a sample general ledger and list items for review.
- Module 3
Ind AS and IFRS research
Research standards faster with cited sources and a review step.
Lab: Draft an accounting position paper on a revenue recognition issue.
- Module 4
Schedule III and notes to accounts
Generate first drafts of disclosures and check them against requirements.
Lab: Draft and review notes for related parties and contingent liabilities.
- Module 5
Reconciliations and schedules
Speed up fixed asset, inter-company and balance confirmations.
Lab: Build a fixed asset roll-forward and depreciation check.
- Module 6
Client and firm workflows
Standardise query letters, working papers and review notes.
Lab: Create a reusable query-letter template set for your firm.
What Accounting teams automate first.
| Workflow | Typical tool |
|---|---|
| Flag misclassified expenses in a general ledger extract |  ExcelExcel with Copilot |
| Draft notes to accounts for review |  ClaudeClaude |
| Research Ind AS 115 or Ind AS 116 treatments with source references |  PerplexityPerplexity |
| Prepare a Schedule III disclosure checklist for a client |  ChatGPTChatGPT |
| Answer questions from a firm's internal manuals and past files |  NotebookLM (Gemini Notebook)NotebookLM |
| Draft client query letters and follow-up emails |  Microsoft CopilotMicrosoft Copilot |
| Prepare fixed asset and depreciation schedules | ExcelExcel with Copilot |
| Summarise long agreements for accounting implications | ClaudeClaude |
- ChatGPT
- Claude
- Excel
- Perplexity
- NotebookLM (Gemini Notebook)
- Microsoft Copilot
Choose the depth that fits.
| Format | Duration | Group size | Outcome | Typical deliverables |
|---|---|---|---|---|
| Executive briefing | 90 minutes to 2 hours | 4 to 25 | Shared understanding and priorities | Pre-read, oversight or priority list |
| Half-day workshop | 3 to 4 hours | Up to 40 | Core skills and 3 to 5 use cases | Prompt library, use case list |
| 1-day workshop | 6 to 7 hours | Up to 40 | Hands-on labs and 5 to 10 use cases | Prompt library, templates, 30/60/90-day plan |
| 2-day programme | 2 days | Up to 35 | Deeper labs, team-specific workflows | Templates, workflow designs, adoption plan |
| Multi-sprint programme | 4 to 8 weeks | Up to 30 | Use cases built and tested on live work | Working use cases, measured results |
| Train-the-trainer | 2 to 3 days | 6 to 15 | Internal champions who can run sessions | Trainer kit, slides, lab files |
Related client work.
Two-day finance AI workshop for 25 LANXESS India professionals across Record-to-Report, Accounts Payable, Accounts Receivable, Treasury, Direct and Indirect Tax and Controlling.
Read case studyTwo-day AI programme for Galderma India's finance team covering research, tax litigation support, Copilot agents, Excel automation and AI governance. 32 participants completed the programme and received certificates.
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What your team keeps.
- 5 to 10 implementable use cases mapped to your workflows
- A prompt library for your team's tasks
- Workflow templates and checklists
- A one-page AI usage policy
- A 30/60/90-day implementation plan with owners
- Post-training Q&A support
AI training for Accounting: common questions.
Get a Accounting AI training proposal.
- Response within 1 business day
- Details used only to reply, never shared
- Trusted by teams at Larsen & Toubro, Safaricom, Bajaj Finserv