ChatGPT Basics for Accounting Pt 2: Upgrade your everyday workflows with AI
Spending made smarter
Easy-to-use cards, funds, approval flows, vendor payments -plus an average savings of 5%.1
For accounting professionals, the second of two sessions with Leading CPA Influencer Hector Garcia is a hands-on workshop of how accountants can use ChatGPT to improve their everyday workflows, including:
- Organizing receipts with OCR, renaming files, categorizing documents, creating folder structures, preparing expense reimbursement reports, and extracting useful information from uploaded files
- Supporting basic financial statement analysis, summarizing uploaded documents, identifying trends, and helping create simple custom apps or tools to solve specific accounting and administrative problems
By the end of this session, participants will see how ChatGPT can move beyond general Q&A and become a practical assistant for document handling, analysis, workflow automation, and problem-solving inside an accounting practice.
About the speakers
Hector Garcia, CPA
CEO, REFRAME
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