AI for Month-End Close & Reconciliations: A Practical Hands-On Training Webinar
Overview
Use AI to support the recurring tasks behind the month-end close. This 2-credit, hands-on CPE course works through cash and card-clearing reconciliations, a payroll accrual, a late vendor invoice, supported adjusting journal entries, and an adjusted trial balance. Learn to distinguish timing differences from items that require an adjustment, evaluate the support for AI-proposed entries, and confirm that approved changes flow consistently through every close report. Examples also show how to preserve original records and restrict access to sensitive payroll and banking data. Works with ChatGPT or Claude; a Microsoft Copilot subscription is not required.
This webinar qualifies for 2 CPE Credits in NASBA’s Accounting Field of Study.
Objective
CPAs and finance professionals will be able to use AI to support month-end reconciliations, accruals, and adjusting entries while verifying supporting documentation and consistency across financial reports.
Emphasis
- Using AI to support the month-end close
- Preparing cash and card-clearing reconciliations with AI
- Distinguishing timing differences from required adjustments
- Developing payroll accrual support
- Evaluating late vendor invoices and related adjusting entries
- Reviewing supporting documentation for proposed journal entries
- Reconciling approved adjustments to the adjusted trial balance
- Checking consistency across close reports and supporting memos
- Protecting payroll and banking records and preserving original files
View Dates
| Date | Time | Subscriptions | Register |
|---|---|---|---|
| Fri, Dec 11, 2026 Code WA479LCPR02026 | 1:00 PM – 3:00 PM CT | Register | |
| Tue, Dec 15, 2026 Code WA479LCPR01026 | 10:00 AM – 12:00 PM ET | Register | |
| Thu, Dec 17, 2026 Code WA479LCPR03026 | 9:00 AM – 11:00 AM PT | Register | |
| Tue, Dec 22, 2026 Code WA479LCPR01126 | 9:00 AM – 11:00 AM ET | Register | |
| Wed, Dec 30, 2026 Code WA479LCPR02126 | 10:00 AM – 12:00 PM CT | Register | |
| Thu, Dec 31, 2026 Code WA479LCPR03126 | 2:00 PM – 4:00 PM PT | Register |