PlayBook

The Accounting AI Playbook is more than a guide—it’s a collaborative resource addressing AI adoption challenges while showcasing real-world successes. Whether you’re just starting or refining your AI workflows, this playbook offers actionable strategies to help you:

Develop an AI roadmap tailored to your firm’s needs

Ensure compliance with data security and risk management best practices

Select and implement AI tools for accounting

Train and upskill your workforce for AI-driven tasks

Full Table of Contents:

Click on the chapter heading to view chapter.

1. Introduction

2. Developing Your AI Strategy

3. Use Cases of AI in Accounting

4. Integrating AI into Existing Systems

5. AI Governance and Compliance

6. Data Management for AI Implementation

7. Risk Management, Security, & Confidentiality in AI Systems

8. Training and Upskilling Your Workforce

9. Prompt Engineering for Auditing Applications

10. The Future of AI in Accounting

What’s Inside the Playbook?

Comprehensive chapters covering every stage of AI adoption:

Strategy

Learn how to build a firm-wide AI roadmap.

Technology

Explore tools, prompt engineering, and automation.

Compliance

Discover best practices for security, risk, and ethics.

Case Studies

Gain insights from firms successfully using AI.

Share Your Expertise

The Accounting AI Playbook thrives on contributions from AI experts, accountants, and industry innovators. Whether you’re an author, editor, or feedback provider, your insights can shape how the profession adopts AI.

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The Accounting AI Playbook

Full Table of Contents:

Click on the chapter heading to view chapter.

1.

Introduction

2.

Developing Your AI Strategy

3.

Use Cases of AI in Accounting

4.

Integrating AI into Existing Systems

5.

AI Governance and Compliance

6.

Data Management for AI Implementation

7.

Risk Management, Security, & Confidentiality in AI Systems

8.

Training and Upskilling Your Workforce

9.

Prompt Engineering for Auditing Applications

10.