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Validity : 17th Sep'26 to 27th Sep'26
How Accountants Can Use Claude Effectively
- 26
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10:00 AM PDT | 01:00 PM EDT
Duration: 60 Mins
Level
Intermediate
Speaker
- Where Claude fits — and doesn't fit — into everyday accounting work
- Organizing and summarizing financial documents and supporting schedules
- Drafting client-facing correspondence and explanations of financial information
- Preparing working notes and documentation ahead of review
- Structuring recurring internal reports and summaries
- A structured prompting approach for consistent, usable output
- Protecting client financial data and maintaining confidentiality
- Building a review habit so AI-assisted work is checked like any other output
- Tasks that must always remain with a qualified accountant
- A practical starting toolkit for everyday accounting tasks
Overview of the webinar
Accounting work sits at the intersection of accuracy, deadlines, and client trust — which makes it exactly the kind of environment where AI tools need to be introduced thoughtfully rather than enthusiastically. This session offers a structured, practical introduction to using Claude across everyday accounting and finance tasks, built for accountants, controllers, and finance team members who want a dependable way to reduce routine workload without compromising accuracy or client confidence.
The session walks through realistic use cases: organizing and summarizing financial documents and supporting schedules, drafting client-facing correspondence and explanations of financial information, preparing working notes and documentation for review, and structuring recurring internal reports. A structured prompting approach helps attendees get consistent, usable output from Claude rather than relying on trial and error, while a clear set of guardrails identifies which tasks — anything involving final figures, filings, or client-specific financial judgment — must always go through proper human review.
The session also covers how to protect client financial data and maintain confidentiality when using AI tools, and how to build a review habit so AI-assisted work receives the same scrutiny as any other output leaving the firm. Attendees will leave with a clear, responsible framework for exploring Claude in their own accounting practice.
Who should attend?
- Accountants
- Staff Accountants
- Bookkeepers
- Controllers
- Auditors
- Client Accounting Managers
- Tax Preparers
- Finance Professionals
- Small-to-Midsize Firm Accounting Teams
Why should you attend?
Accountants work under real deadline and accuracy pressure, and many are curious about AI tools like Claude but unsure where they can be trusted with financial work and where they can't. Used without a clear framework, AI can create more review work than it saves; used well, it can meaningfully lighten the load on routine, judgment-light tasks.
This session gives accountants and finance professionals a clear, practical approach for using Claude across common accounting tasks — organizing and summarizing financial documents, drafting client communications, preparing working notes, and structuring recurring reports — while keeping every number-critical step under proper human review. Attendees will leave with a realistic understanding of where Claude adds genuine value in accounting work, a set of practical guardrails for using it responsibly with sensitive financial data, and a starting toolkit they can apply right away.
Faculty - Ms.Soundarya J
Soundarya Jeyadurai is a corporate trainer specializing in enterprise AI adoption, prompting practices, and workplace communication. Over the past 4 years, she has delivered knowledge-based webinars and training sessions to professionals across industries, helping teams move beyond surface-level familiarity with AI tools like Claude to build practical, confident, everyday fluency with them. Her sessions focus on translating powerful but unfamiliar technology into clear, usable skills — covering effective prompting, workflow integration, and responsible AI use in real organizational contexts.
Beyond AI adoption, Soundarya's training practice extends into organisational and workplace skills, including professional communication, soft skills development, and spoken English coaching — reflecting her broader belief that technology adoption succeeds only when paired with strong human communication and collaboration. She holds an M.Sc. in Chemistry and a B.Ed. in Physical Science, and brings a structured, education-first approach shaped by years of teaching experience to every session she designs and delivers.