Custom ChatGPT Workflows for Accounting Tasks (Video) (Course Id 2827)

• Who is this course for?
  This course is designed for individuals needing Continuing Professional Education (CPE), particularly those with a basic familiarity with ChatGPT or prompt engineering.
• What is this course about or what problem does this course solve?
  This course explains how to design and implement custom ChatGPT workflows to handle repeatable accounting tasks by identifying use cases, addressing workflow bottlenecks, and configuring single-purpose GPTs.
• Where can the knowledge from this course be used?
  The knowledge can be applied in day-to-day accounting activities, especially in automating and improving consistency in recurring workflows within accounting practices.
• Why is this course important to a CPA or Accountant?
  This course is important because it helps CPAs and accountants improve efficiency, maintain quality control, and document processes when integrating AI tools like ChatGPT into their workflow.
• When is this course relevant or timely?
  This course is relevant in 2026 and beyond as accounting professionals increasingly adopt AI tools like ChatGPT to streamline processes and address workflow inefficiencies.
• How is a course like this consumed or used?
  This is a self-study video course that is completed by reviewing the material and passing a final exam with a minimum score of 70% to earn CPE credit.

This self-study course explains how custom ChatGPT configurations can be used to support repeatable accounting workflows. The course focuses on identifying a specific use case, outlining task steps, and configuring a single-purpose GPT to handle consistent, recurring work. Learners review concepts related to workflow bottlenecks, quality checks, and documentation practices used when integrating custom GPTs into day-to-day accounting activities.

Video - NASBA QAS - NASBA Registry - 2827

Course Learning Objectives

1. Define the purpose of a single-purpose custom ChatGPT workflow in an accounting context
2. Identify workflow bottlenecks that may be addressed with generative AI support
3. Describe the steps involved in configuring and testing a custom ChatGPT for a defined task
4. Recognize methods used to review output quality and consistency
5. Explain the role of documentation in maintaining repeatable ChatGPT-supported workflows

Chapter 1 - Custom ChatGPT Workflows for Accounting Tasks

Chapter 1 Review Questions