What you will learn in this course

We are going to teach you 21 specific skills that Indian businesses need desperately but very few people can provide.

Each skill is designed to help you work faster, serve more clients, and provide higher value services.

21 must learn AI and automation skills for Indian accounts and finance

1. Writing Task-Specific Prompts for Finance-Related Tasks

   Learn to craft precise prompts to auto-categorize expenses, summarize GST notices, generate payment reminders, and explain financial reports in simple language using ChatGPT or Claude.

2. Cleaning & Standardizing Messy Financial Data with AI

   Use tools like ChatGPT Code Interpreter or Python with Pandas to clean client-supplied Excel sheets — removing duplicates, fixing formats, mapping account heads, and generating import-ready files for Tally.

3. Automating Ledger Entries in Tally Using AI + Scripts

   Generate Tally-compatible XML files or use TDL scripting to automate voucher creation from sales/purchase data, eliminating repetitive manual entry.

4. Generating Financial Statements with Commentary Using AI

   Feed raw trial balance data into ChatGPT to instantly generate P&L, balance sheet, and cash flow reports — complete with plain-language summaries and monthly performance insights.

5. Extracting Invoice Data from PDFs, Emails & Images Using OCR + AI

   Use OCR tools like Nanonets or Tesseract with ChatGPT to extract line items, GSTINs, invoice dates, totals, and tax splits from documents, and auto-fill into finance software.

6. Creating Natural Language Financial Dashboards

   Build AI-powered dashboards (in Power BI or Google Sheets) where clients or CFOs can ask: “What’s my total input GST this month?” or “Which customer hasn’t paid in 45 days?

7. Building a TDS Reconciliation Assistant

   Create a GPT agent that compares Form 26AS with your books, identifies mismatches, and generates emails to follow up with vendors or clients

8. Automating GST Filing Prep and Reconciliation

   Use AI to prepare GSTR-1 and 3B from books, auto-match with GSTR-2B, and highlight discrepancies or missing invoices before filing deadlines

9. Computing Tax Liabilities (GST, TDS, Income Tax) Using AI

   Build AI workflows that compute accurate tax liabilities by applying the latest slabs, exemptions, and thresholds on top of raw financial data

10. Forecasting Cash Flow and Budgets with AI

    Use ChatGPT Advanced Data Analysis or Python time-series models to project future cash flow, expense trends, and funding gaps over the next 30, 60, or 90 days

11. Automating Finance Workflows with No-Code Tools (Zapier, Make, Power Automate)

     Set up automations like: send invoices from Gmail to Google Sheets → import into Tally; alert for overdue payments; sync Zoho Books or Tally with client emails

12. Generating Emails for Clients & Vendors Automatically

     Use AI to draft polite payment follow-ups, clarification emails, or missing document requests — all based on actual ledger or report data, ready for your review

13. Building Finance Dashboards with Excel Copilot or AI Tools

     Use AI to auto-create pivot tables, charts, conditional formatting, and dashboards for receivables aging, TDS payable, department-wise expense tracking, etc

14. Deploying Self-Service Client Chatbots

    Train AI chatbots on each client’s financial data and common questions so they can instantly get answers like “What’s my GST due date?” or “Did I pay vendor X?

15. Detecting Fraud & Anomalies in Transactions Using AI

    Use AI to flag duplicate entries, inflated reimbursements, duplicate vendor billing, or sudden expense spikes — preventing internal fraud or leakage

16. Hosting Private LLMs Locally for Data Privacy

     Learn to deploy LLMs (like Llama 3 or Mistral) on a local machine or server so client data never leaves the premises — useful for sensitive finance workflows

17. Creating Searchable Internal Knowledge Bases with RAG

     Build an AI assistant trained on SOPs, tax laws, compliance documents, and internal guidelines — so team members can ask: “How do I handle reverse charge GST?”

18. Using AI to Draft Audit Reports and Legal Compliance Documents

     Generate first drafts of audit reports, board resolutions, reply letters to GST officers, or income tax compliance summaries — quickly, with high accuracy.

19. Automating Bank Reconciliation with AI Agents

     Use AI to match bank statement data with book entries, suggest unmatched items, and generate JVs for approval — drastically reducing reconciliation time

20. Fully automated compliance calendar and dashboard - all financial and tax compliances in one place, and calendar sends out warning emails when you are about to miss a deadline 

21. Consolidating Multi-Source Financial Data with AI Mapping

    Use AI to map mismatched SKU codes, vendor names, or cost centers across POS, e-commerce platforms, bank feeds, and Tally — so you can generate unified reports fast

20 AI-automatable finance tasks for services & manufacturing sector

Implementation tools

• Use Zoho Books / QuickBooks API to auto-pull transaction data
  
• Build Python + Pandas scripts or Google Sheets + Apps Script combos
• Use GSTR-2B JSON to detect ITC status automatically
• For OCR, use Tesseract, Amazon Textract, or Google Vision
• Use NLP models (like Spacy or LLMs) to classify narrations like “reimbursement”, “capital goods”, “RCM”
  
  

Real business scenarios you will master

Manufacturing company (₹50 crore annual turnover)
You'll learn to handle complete finance automation for a manufacturing business, including raw material tracking, production cost calculation, finished goods management, and compliance requirements.

Trading business (₹25 crore annual turnover)
Master the automation of purchase and sales processes, margin analysis, vendor management, inventory tracking across multiple locations, and multi-state compliance.

IT services company (₹15 crore annual turnover)
Learn project-wise profitability calculation, resource allocation optimization, automated billing systems, and export revenue management.

Retail chain (₹30 crore annual turnover)
Handle daily sales integration from multiple stores, inventory management across locations, customer payment tracking, and state-wise compliance management.

Real estate development company (₹100 crore project value)
Manage project-wise cost tracking, revenue recognition, contractor payment systems, area-wise profit calculation, and regulatory compliance tracking.