Move beyond basic chat to master no-code agentic AI. Automate complex financial workflows, connect your apps, and turn Claude Cowork into a specialized, board-ready partner.
You already know what you need to do. The package collapses every step into one purchase.
Structured around your CPD requirements.
Most providers issue you a stack of 2 separate PDFs. We issue one consolidated certificate that lists every topic, hours per topic, and totals — exactly what your professional body needs to file. Per-course certificates are still available if you prefer.
Each course is a standalone module.
This bundle is designed to help accountants move beyond using AI as a simple assistant and begin leveraging intelligent, agentic workflows that automate complex accounting and finance tasks. It focuses on developing the practical skills needed to build scalable AI-powered processes that improve efficiency, streamline repetitive work, and generate high-quality financial outputs without requiring coding or technical expertise.
Learners will progress into advanced applications of Claude Cowork, exploring how intelligent workflows can connect with business applications, financial data, and document repositories to support real accounting operations. The training covers workflow automation, financial analysis, invoice processing, reporting, and AI-powered collaboration, while demonstrating how to create reusable workflows, integrate specialized finance capabilities, and validate AI-generated outputs using structured review methods. Through practical, real-world scenarios, participants will learn how to automate recurring processes, manage AI governance and risk, and apply intelligent automation across accounting, audit, tax, advisory, and financial management functions while maintaining professional judgment and accountability.
If it's not the right fit, you have 10 days to request a refund. Any certificates you earn remain valid for the duration of your active package.
6 CPD hours, one certificate, 10-day money-back.
