DESCRIPTION
Welcome to the second course in my Fast Track AI for CPAs series, a concise, practical, and completely up-to-date exploration of how Canadian accountants can put artificial intelligence to work right now.
Created in October 2025, this course reflects the latest developments in AI tools and workflows. While the AI landscape continues to evolve rapidly, this course gives you current, hands-on examples of how working CPAs are already using these tools to save time, improve accuracy, and enhance client service today.
In 10 Real-Life AI Use Cases for Accountants, you’ll move beyond the hype to see exactly how tools like Microsoft Copilot, ChatGPT, Gemini, Perplexity, and NotebookLM can transform everyday accounting work, from data analysis and research to writing, planning, and communication. Each use case is practical, CPA-specific, and demonstrated step-by-step.
You’ll learn how to:
• Automate repetitive work using AI agents
• Use Copilot in Excel for automatic analysis and error-free insights
• Conduct deep research on tax, audit, and industry topics in minutes
• Summarize and respond to client emails with AI-powered writing tools
• Analyze and extract data from complex documents
• Coordinate research and writing projects using new AI workspaces
• And even create custom client chatbots to deliver real value 24/7
You’ll also explore cutting-edge developments released in October 2025, including Microsoft Excel’s new Agent Mode, AI browsers like Perplexity’s Comet, and the latest tools from Google, OpenAI, and Microsoft, all demonstrated in real-world accounting contexts.
Whether you’re in public practice, industry, or education, this course will show you how to save hours each week, sharpen your professional edge, and future-proof your career using tools that are available right now.
Enroll today to discover real AI use cases that deliver real results for the way accountants actually work.
LEARNING OBJECTIVES
• Understand the current AI landscape for accountants as of October 2025
• Learn how to use AI-powered notebooks like NotebookLM and Copilot Notebooks for research and learning
• Automate repetitive tasks with AI agents and streamline workflows
• Use Copilot in Excel for instant data analysis and visualization
• Explore browser-based AI assistants like Perplexity’s Comet for web research and compliance review
• Draft, summarize, and reply to emails and client communications using AI writing tools
• Conduct deep research on tax, audit, and industry topics using ChatGPT, Gemini, Copilot, and Perplexity
• Apply AI for strategic planning and scenario modeling for firms and clients
• Perform document analysis for financial statements, audits, and contracts using AI
• Coordinate research and writing projects efficiently with tools like Copilot Pages, Notebooks, Canvas, and Gemini Docs
WHO WILL BENEFIT
CPAs and accounting professionals across Canada who want to learn practical, current, and ethical ways to use AI right now. Whether you’re automating analysis in Excel, summarizing client reports, or building your firm’s first custom chatbot, this course provides the tools and confidence you need to work faster, smarter, and more effectively in the age of AI.
Presented by PD Partner: David Trahair
WHAT TO EXPECT
• You will receive an email from CPA Saskatchewan following your registration to confirm your order and information on how to access the course through PD Connect
• Once sent, these emails can also be found in the Communication tab of your CPA Saskatchewan Member Portal
• This course is designed for participants to view while following along with the course material provided
• This self study course allows you to save your progress and continue later
• A certificate of completion will be provided upon successful completion of the course and quiz
• Access to all on-demand learning courses will be for 180 days from the date of purchase