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AI for Accountants: Monthly Update & Implementation Lab - November

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Overview

Artificial intelligence is rapidly changing the accounting profession, creating opportunities to streamline routine processes, improve efficiency and strengthen the quality of professional work. However, accountants need to understand how to use AI responsibly, verify its outputs and protect confidential client information while keeping up with the latest developments. 

Join Nestene Botha CA(SA) as she explores the latest AI developments affecting the accounting profession and demonstrates how AI can be practically implemented in an accounting practice. The session includes a hands-on implementation lab using an AI coding assistant to build and validate a business travel logbook from genuine source records, followed by an overview of new AI tools and features, professional and regulatory considerations, real-world risks and an actionable framework for implementing AI responsibly in your practice. 

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Learning objectives

Attending this webinar will equip you with the following skills: 

• Build and verify a business travel logbook for tax purposes using genuine source records and an AI assistant without allowing AI to fabricate information.
• Apply AI-assisted build, checking and review techniques to routine accounting records, including reconciliations, schedules and working papers.
• Identify and interpret the latest AI developments, tools, features and integrations relevant to accounting professionals in South Africa.
• Evaluate and verify AI-generated outputs before they are provided to clients, auditors or SARS.
• Establish appropriate AI-use, ethical and risk-mitigation frameworks that address POPIA, client confidentiality and professional obligations.

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Content

The webinar will cover the following topics:  

• Practical AI Implementation Lab
  • Using Claude Code in Visual Studio Code to build a business travel logbook
  • Structuring calendar entries, odometer readings, fuel and toll statements into a spreadsheet
  • Automated validation checks, including odometer continuity and business kilometres against total kilometres
  • Identifying missing business purposes, unusual dates and inconsistencies
  • Using AI to structure and check genuine records without fabricating trips
  • Reusable prompts, dummy data and the human review process
• Latest AI Developments for Accounting Professionals
  • OpenAI, ChatGPT and agent mode
  • Anthropic, Claude, Claude in Chrome, Claude Code and connectors
  • Google Gemini and Workspace
  • Microsoft Copilot in Excel, Word and Outlook
  • Model Context Protocol (MCP) connectors and accounting-platform integrations
  • Availability of AI tools and features for South African users and relevant subscription tiers
• Regulatory, Ethical and Professional Considerations
  • Protection of Personal Information Act 4 of 2013 (POPIA) and the Information Regulator
  • SAICA, SAIPA and IRBA professional and ethical requirements
  • Responsible and ethical use of generative AI
  • IRBA Staff Audit Practice Alert 11 and ISQM 1 considerations
  • IESBA technology-related revisions to the International Code of Ethics for Professional Accountants
  • EU AI Act transparency obligations and SARS developments
• AI Risks, Industry News and Case Studies
  • AI hallucinations and fabricated information
  • AI-generated content and professional review requirements
  • Fraud, deepfakes and cybersecurity risks
  • South African and international accounting-firm AI adoption
  • Professional, reputational and compliance risks associated with uncontrolled AI use
• AI Implementation Action Plan
  • Verification and review controls for AI-generated output
  • Data-handling and client confidentiality controls
  • Developing an AI-use policy for the accounting practice
  • Risk mitigation and human oversight
  • Practical steps for implementing AI responsibly in the following week