PlayBook

The Accounting AI Playbook is more than a guide—it’s a collaborative resource addressing AI adoption challenges while showcasing real-world successes. Whether you’re just starting or refining your AI workflows, this playbook offers actionable strategies to help you:

Develop an AI roadmap tailored to your firm’s needs

Ensure compliance with data security and risk management best practices

Select and implement AI tools for accounting

Train and upskill your workforce for AI-driven tasks

What’s Inside the Playbook?

Comprehensive chapters covering every stage of AI adoption:

Strategy

Learn how to build a firm-wide AI roadmap.

Technology

Explore tools, prompt engineering, and automation.

Compliance

Discover best practices for security, risk, and ethics.

Case Studies

Gain insights from firms successfully using AI.

Full Table of Contents:

1. Introduction to AI in Accounting

2. Understanding AI Technologies

3. Data Management for AI Implementation

4. Developing an AI Strategy for Your Firm

5. Policies & Procedures for Compliant AI Use

6. Risk Management, Security & Confidentiality in AI Systems

7. AI Tools and Technologies for Accounting

8. Prompt Engineering for Accounting Applications

9. Training and Upskilling Your Workforce

10. Use Cases of AI in Accounting

11. Integrating AI into Existing Systems

12. Case Studies from Industry Leaders

13. The Future of AI in Accounting

14. Continuous Improvement and AI Optimization

Share Your Expertise

The Accounting AI Playbook thrives on contributions from AI experts, accountants, and industry innovators. Whether you’re an author, editor, or feedback provider, your insights can shape how the profession adopts AI.

Establish thought leadership in AI & accounting - Showcase your expertise

Connect with Experts – Join a global network of accounting and AI professionals

Receive Exclusive Perks – Early access to the Playbook, networking events, and more

The Accounting AI Playbook

What’s Inside the Playbook?

Strategy

Technology

Compliance

Case Studies

Full Table of Contents:

1.

Introduction to AI in Accounting

2.

Understanding AI Technologies

3.

Data Management for AI Implementation

4.

Developing an AI Strategy for Your Firm

5.

Policies & Procedures for Compliant AI Use

6.

Risk Management, Security & Confidentiality in AI Systems

7.

AI Tools and Technologies for Accounting

8.

Prompt Engineering for Accounting Applications

9.

Training and Upskilling Your Workforce

10.

Use Cases of AI in Accounting

11.

Integrating AI into Existing Systems

12.

Case Studies from Industry Leaders

13.

The Future of AI in Accounting

14.

Continuous Improvement and AI Optimization

Share Your Expertise

Ready to make an impact?