AI for
Accountants

Transform your practice with the Clear, Practical Path to AI for Accountants—an online course featuring 11 Modules, 63 Videos to help you master AI tools, work safely, and be ready for tomorrow.

As accountants and firm owners, staying ahead means embracing AI—not for the sake of technology, but to work smarter, streamline processes, and be ready for tomorrow.

But many small firms struggle with which AI tools to use, how to use them safely, and how to fit them into daily workflows. Without clear guidance, AI feels overwhelming, and experimenting without direction only adds to the frustration.

I’m on a mission to fix that.

AI for Accountants is a practical, no-fluff on-demand online course with 11+ modules, 63 pre-recorded videos designed for small accounting firms and sole practitioners. I’ll show you exactly which tools to use, how to use them safely, and how to apply AI to real everyday tasks—so you can save time, improve accuracy, and future-proof your firm.

No hype. Just real, actionable AI strategies.

~ Inbal

Unlock of AI-Powered Growth for Your Firm

Transform AI from an overwhelming challenge into a powerful advantage, helping your firm innovate, grow, and future-proof its success.

Here’s What You Can Expect

✔️ A clear roadmap to understanding AI’s role in accounting.

✔️ Advice on which tools to use right now and why.

✔️ Clarity on security concerns and how to handle your data safely with AI.

✔️ Real-world use cases shown through screenshare to get you started enhancing efficiency and accuracy in your practice.

✔️ Hands-on activities to apply AI strategies directly to your workflows.

✔️ Expert insights from Inbal, including access to her own AI chat transcripts.

✔️ How to future-proof your career and position yourself as an AI-driven accountant.

✔️ A structured learning path, with 11 modules designed for small firms and solo accountants.

✔️ A community of practitioners like you, where you can ask questions, share experiences, and keep up to date, supported by Inbal Rodnay.

Interested in an enterprise license so your whole leadership team or company can take the course? Reach out to support@inbal.com.au and we will have a chat.

Course Modules Overview

  • Generative AI is revolutionising industries by automating tasks and boosting creativity. This module covers the key differences between traditional AI and generative AI, explores essential tools like ChatGPT, Microsoft Copilot, and Google Gemini, and addresses common adoption challenges. By the end, you’ll understand AI’s impact on the workplace and how to integrate it into your workflow effectively. 

  • ChatGPT is a powerful AI tool for research, problem-solving, and automation. This module will guide you through account setup, interface navigation, and crafting effective prompts. You’ll also learn the key differences between free and paid versions. By the end, you’ll be able to use ChatGPT confidently to streamline tasks and boost productivity. 

  • ChatGPT helps you quickly analyse documents, extract key insights, and repurpose content into different formats. This module covers uploading and summarising documents, comparing reports, and transforming information into newsletters or guides. You'll learn techniques to streamline content management and save time. By the end, you’ll efficiently handle large texts and create valuable materials with ease. 

  • AI is a powerful tool but not always accurate. This module covers AI’s limitations, including hallucinations and errors, and the importance of fact-checking its outputs. You'll learn strategies to verify AI-generated content and improve reliability. By the end, you’ll know how to use AI responsibly and ensure accuracy in your work. 

  • ChatGPT can enhance your writing while preserving your unique voice. This module covers AI-assisted writing, editing, and feedback to improve clarity, grammar, and structure. You'll also learn advanced techniques and how to use Canvas for seamless collaboration. By the end, you’ll be able to create polished, professional content with AI. 

  • Transparency in AI usage builds trust, but when should we disclose it? This module explores when AI disclosure is necessary, such as AI-generated reports or chatbot interactions, versus when it's simply a tool for assistance, like editing or brainstorming. You'll learn best practices for AI disclosure, ethical considerations, and how to update client policies accordingly. By the end, you'll confidently navigate AI transparency while maintaining professionalism and trust. 

  • ChatGPT can assist with troubleshooting software, devices, and automation tasks, even if you lack technical knowledge. This module teaches you how to describe issues in natural language, upload files for analysis, and use AI-powered voice or video support. You'll also learn how AI pulls insights from manuals and forums to provide solutions. By the end, you’ll be able to use AI effectively for resolving technical challenges. 

  • AI simplifies data management by extracting, transforming, and structuring unorganised information from PDFs, images, and reports. This module teaches you how to convert messy data into tables, spreadsheets, and downloadable formats without complex automation. You'll also learn how to extract key insights and digitise text from images. By the end, you’ll be able to automate data organisation and improve efficiency. 

  • AI is a powerful workplace tool, but handling confidential data responsibly is crucial. This module covers AI security, data privacy, and managing ChatGPT’s privacy settings to control information sharing. You'll learn how AI processes data, disable model training for added security, and implement AI policies for safe usage. By the end, you’ll confidently use AI while protecting sensitive information. 

  • Microsoft Copilot integrates AI into Office, Outlook, Teams, and Excel to boost productivity. This module covers its features, limitations, and how it compares to ChatGPT. You'll learn how to use Copilot for data analysis, email management, and meetings while ensuring secure implementation. By the end, you’ll know whether Copilot is the right AI tool for your business. 

  • Learn how to personalise ChatGPT using memory and custom instructions for a more tailored AI experience. This module covers how AI remembers preferences, applies them across chats, and how you can manage or delete stored data. You'll also explore custom instructions to refine AI responses to your tone and needs. By the end, you’ll have full control over ChatGPT’s interactions for a seamless experience. 

Unlock the Power of AI in Your Accounting Practice

Join me for a hands-on learning experience where you'll gain the skills, strategies, and confidence to integrate AI seamlessly into your workflow.

In just a short time, you’ll walk away with practical AI applications, time-saving tools, and a clear roadmap to future-proof your practice. Let’s make AI work for you.

The AI for Accountants program is right for you if:

  • You're an accounting professional eager to embrace AI and automation.

  • You want to improve efficiency, accuracy, and decision-making.

  • You’re looking for practical ways to apply AI in your daily workflow.

  • You want to future-proof your firm and stay ahead of industry shifts.

  • You are ready to get started with AI tools, hands-on, right now.

The AI for Accountants program is not right for you if:

  • You prefer to stick to traditional accounting methods and avoid change.

  • You’re not interested in learning how AI can enhance your work.

  • You believe AI has no place in accounting and don’t see the need to explore it.

  • You’ve already selected your AI tools, created an AI policy and your team is using AI every day.

Your Step-by-step Roadmap to AI Mastery

Here’s Exactly What You Get

✔️ 11+ In-Depth Training Modules – Step-by-step guidance on understanding, adopting, and mastering AI in accounting.

✔️ 63 Exclusive Instructional Videos from Inbal – Learn directly from an AI expert with real-world accounting applications.

✔️ Hands-On AI Exercises & Use Cases – Practical activities to automate data entry, analysis, forecasting, and compliance.

✔️ Access to Inbal’s AI Chats – See real AI examples and learn how to structure effective prompts.

✔️ Screen-Sharing Demonstrations – Watch how Inbal applies AI in accounting workflows for maximum efficiency.

✔️ AI Tool Recommendations & Implementation Strategies – Clarity on the best AI tools to use today and how to use them securely.

✔️ Future-Proofing Strategies for Accountants – Stay ahead of AI trends and position yourself as a leader.

✔️ Community & Support – Connect with a network of accountants adopting AI together.

11+ In-Depth Training Modules

63 Expert Video Lessons

Hands-On AI Exercises

AI Chat Transcript Access

Screen-Sharing & AI Tools

Community & Support

How the AI for Accountants program works:

If you're not sure how AI fits into your daily workflow, this program is for you.

Through short, focused lessons and hands-on activities, you'll learn by doing—applying AI tools to real accounting tasks in a structured, practical way.

You'll get step-by-step guidance on:

  • The exact AI tools accountants should use

  • How to use AI securely and effectively

  • Real-world examples of AI improving accuracy and efficiency

Expect interactive sessions, screen-sharing demos, and real use cases—so you walk away with confidence, not just theory.

And don’t worry, it’s not all technical. This program is designed for real accountants with real workflows—no fluff, just practical AI strategies you can apply immediately.

AI is magical like this, you see some examples, and you are buzzing with new ideas and use cases.

In Summary, the AI for Accountants Program includes:

Total Value: over $7,500

  • 11 In-Depth Training Modules – Step-by-step guidance on understanding, adopting, and mastering AI in accounting (valued at $2,000).

  • Hands-On AI Exercises & Use Cases – Practical activities to apply AI in automating data entry, financial analysis, forecasting, and compliance (valued at $1,200).

  • Access to Inbal’s AI Chat Transcripts – See real examples of AI in action and learn how to structure effective prompts (valued at $1,000).

  • Screen-Sharing Demonstrations – Watch how Inbal integrates AI into her own accounting workflows for maximum efficiency (valued at $1,500).

  • AI Tool Recommendations & Implementation Strategies – Get clarity on the best AI-powered accounting tools and how to use them securely (valued at $1,000).

  • Community & Support – Ongoing access to a network of accountants navigating AI adoption together coming soon (valued at $800).

Join the AI for Accountants Program Today

With The Special Early Access Offer!

For Australian, click below to join us!

For non-Australian, click below to join us!

Interested in an enterprise license so your whole leadership team or company can take the course? Please reach out directly to support@inbal.com.au

Who’s
Inbal Rodnay?

INBAL’S CLIENTS & ASSOCIATIONS

CA ANZ, CPA Australia, IPA, MYOB, BDO NZ, PKF NZ, ProVision, RSM, Walker Wayland, Holman Hodge, Power Tynan and many more.

Inbal Rodnay is a recognised leader in innovation with a focus on the practical application of AI in professional services, and how it will change the type of work we do and how we interact with each other.

Inbal has had a hands-on approach to technology since her first job as a programmer on an airbase writing targeting software for fighter jets. Her experience working with technology in the military gave her a practical and structured understanding of how to best apply it in business.

Inbal loves to get arm’s deep in the latest technologies such as Chat GPT, Bard, MidJourney, etc. and work out how to bring it into real-world applications. Such as creating robotic process automations for 300-seat firms or creating productivity shortcuts with generative AI.

With clients including CA ANZ, CPA Australia and BDO, Inbal has helped some of the world’s most successful firms understand the practical impact of AI and how to adjust their operations accordingly.

Inbal regularly speaks at conferences in Australia and New Zealand, and often shares the stage with technology CEOs of listed companies.

Inbal has spoken to over 30,000 people since 2017, and is known for her humorous, pragmatic and insightful style. She breaks down technical topics into practical examples that are highly relatable to a professional audience.

Inbal’s point of difference is that she understands technology from three perspectives; as a board director, a practitioner, and a programmer.

What Our Clients Say

Amanda Kenafake

CEO, Power Tynan


"Very practical and helpful to understand the possibilities and the practicalities of bringing the whole team along for the AI journey"

Anna Fitzgibbon

Partner, The Breakthrough Office


“Inbal never fails to add assurance, confidence and care to any conversation. Her insights go beyond the questions asked, and allow me to advance my skills as a manager implementing new systems.”

Partner, Smith Feutrill

Greg Feutrill


“Loved the innovative thinking and real life examples”

Cathy Boyd

CEO, PKF NZ


“Inbal is a fantastic presenter, great energy and great experience in working with firms.”

Geraldine Magarey

General Manager International Development, CAANZ


“Inbal was a fantastic presenter and was one of the highlights of our annual conference.”

Kim Hyde

CPA Australia


“Inbal was definitely a 4.8888 out of 5! I thought she was excellent. I spoke to several people at drinks afterwards and they said she was the best speaker at the conference.”


CPA Congress

An eye opener on what's possible with AI. We need to be ready for these changes and alerted to their impacts within a relatively short period of time

CPA Congress


Very engaging and entertaining. Great to see so many new options for accountants in the AI space

CPA Week Australia


Best session of the CPA Week

CA ANZ Accounting Conference


What a great presenter - more of these!!!! I got a very good understanding of the software and that we all have to get a grip quickly on AI technology of all sorts!!

CA ANZ Workshop Series


We found the series riveting... The whole program and assistance on how to deal with AI that you have been rolling out is really great. It's really got us thinking about how we can use it in a positive way rather than looking at it as a negative and, like most people, fearing where AI can take us. We are certainly finding your offerings really useful and we're looking forward to the next one.

The AI Weekly Update