This programme shows accountants how to use AI assistants such as Claude and Copilot for everyday work: cleaning data, drafting reconciliation notes and MIS commentary, checking formulas and summarising documents. It covers what to verify, what never to paste into a tool, and ends with scored tasks on sample data.
Who this is for
Accounts, finance and MIS staff who already use Tally, Excel or SAP and want a shared, safe way to use AI, plus finance heads responsible for quality and data governance.
What your team gets
- ✓A practical AI-use standard for finance tasks
- ✓Faster first drafts of reconciliation notes, MIS commentary and vendor follow-ups, checked by a person
- ✓Cleaner data preparation before matching
- ✓Methods for verifying AI output against totals and source documents
- ✓A starter AI-use policy for internal review
Modules you can keep, drop or rebuild
Treat this as a starting point. We customise the plan to your software, industry and team level.
Foundation
- What AI assistants can and cannot do in finance work
- Writing clear instructions for accounting tasks
- What data is safe to share
- Checking output against samples and source documents
Everyday finance tasks
- Cleaning and standardising Tally, SAP and bank exports
- Drafting reconciliation notes, vendor reminders and MIS commentary
- Explaining Excel formulas and Power Query steps
- Summarising public documents and email chains
Control and adoption
- Where AI may assist GST, TDS and month-end work, and where it must not decide
- Review checklists and named owners
- A starter AI-use policy
- Scored practical test on sample data
Data and tools
Practice uses sample or anonymised data. We do not ask trainees to upload confidential books, bank statements or customer data during training. Tools match company approvals. PR Skill Education does not claim official partner or certified reseller status with Anthropic or Microsoft.
Every programme ends with scored results
Baseline test
Know each person's starting level before training begins.
Practical tests
Hands-on tasks on sample company data, scored on accuracy and time.
Error-spotting
Files with planted mistakes: wrong ledger, missed ITC, wrong TDS section.
Manager scorecard
Per-person and team report with strengths, gaps and sign-off advice.
Onsite across Maharashtra, and in Gujarat by arrangement
Frequently asked questions
Which AI tools do you teach?
We cover Claude, Microsoft Copilot and other tools approved by the company. The habits are the same: clear instructions, safe data and checking every output.
Is it safe to use AI with financial data?
It depends on the tool, plan and company policy. Training uses sample or anonymised data. Your IT or compliance lead should approve any tool before it is used with real business data.
Will AI replace accountants?
No. AI can assist with drafts and data preparation, but a person must check numbers, apply judgement and sign off.
Do staff need coding skills?
No programming is required. The sessions use plain-language instructions and familiar tools such as Excel.
How long is the programme?
A core programme usually takes one to two days. We confirm the plan after a scoping call and baseline check.
Related training
Corporate MIS reporting and Excel automation training
Corporate training for accounts teams
Read more →AI-assisted data analysis and dashboards for finance teams
Corporate training for accounts teams
Read more →Corporate Tally Prime training for your accounts team
Corporate training for accounts teams
Read more →Tell us about your team. We'll send a clear quote.
Takes two minutes. We call you within one working day to understand your needs.
- ✓Custom modules and number of days for your team
- ✓Onsite pricing including travel, where needed
- ✓Assessment plan and sample scorecard
Prefer to talk? Call +91 85548 31442 or WhatsApp us.