Claude AI Agent for Accounting & Finance: An Advanced Hands-On Training Webinar
Overview
Learn to use Claude for accounting and finance work that spans multiple files and deliverables. In this hands-on course, you'll direct a Claude AI agent to review a folder of contracts, invoices, and payment records, then prepare a coordinated package of Excel workbooks, summaries, deadline calendars, and follow-up items. Learn to define the assignment, set permissions and approval checkpoints, handle missing information, and verify every result against source documents. The course also covers Claude account types, data privacy policies, and access settings to review before sharing client or company information. Earn 2 CPE credits.
This webinar qualifies for 2 CPE Credits in NASBA’s Accounting Field of Study.
Objective
CPAs and finance professionals will be able to direct and review a Claude AI agent’s accounting work using clear assignments, access permissions, approval checkpoints, source verification, and appropriate data safeguards.
Emphasis
- AI agents vs. AI chatbots: what changes for accountants
- Defining assignments, deliverables, permissions, and review checkpoints
- Reviewing contracts, invoices, and payment records across files
- Preparing review workbooks with formulas, deadline calendars, and summaries
- Reconciling contractual commitments to payment records
- Responding to missing documents and changing instructions
- Tracing AI-generated results to supporting records
- Protecting client data: Claude privacy settings, folder access, and account types
View Dates
| Date | Time | Subscriptions | Register |
|---|---|---|---|
| Fri, Dec 4, 2026 Code WA476LCPR01026 | 10:00 AM – 12:00 PM ET | Register | |
| Wed, Dec 9, 2026 Code WA476LCPR03026 | 9:00 AM – 11:00 AM PT | Register | |
| Fri, Dec 18, 2026 Code WA476LCPR01126 | 1:00 PM – 3:00 PM ET | Register | |
| Tue, Dec 22, 2026 Code WA476LCPR03126 | 10:00 AM – 12:00 PM PT | Register | |
| Tue, Dec 29, 2026 Code WA476LCPR01226 | 9:00 AM – 11:00 AM ET | Register | |
| Wed, Dec 30, 2026 Code WA476LCPR03226 | 10:00 AM – 12:00 PM PT | Register |