Prompting for Accountants and Finance Teams

A hands-on course that trains the skill of using an AI chat assistant for finance work, for bookkeepers, accountants, finance managers and owners. It is different from a library of ready prompts: you practise on cases, diagnose weak prompts, find the errors in made-up AI outputs, iterate, verify and score your own work. It endorses no tool and promises no output.

What is inside

• 6 lessons of 1,200 or more words: what an assistant can and cannot do for finance and a use / use with checks / do not use rule; the anatomy of a finance prompt with weak and strong rewrites; giving data safely (placeholders, structure, formats); checking and iterating; prompting for real tasks (reconciliation matching, variance commentary, accruals, chase emails, policy drafts, spreadsheet formulas, VAT query preparation as questions for your accountant); and your prompt workflow and team policy.
• 42 exercises in the workbook (7 per lesson) with model answers: 17 'find the errors' tasks with made-up AI outputs that contain planted errors (arithmetic, a wrong rule, an invented figure, a wrong period), 13 prompt writing and rewriting tasks with a model prompt and what to check in its output, and calculation, judgement and planning tasks.
• A 100-point rubric: six criteria with descriptors for every level, a gate rule (a prompt that fails the privacy criterion must not be sent), a score sheet and three worked scoring examples.
• A prompt notebook template and a one-page acceptable use policy template, marked as a starting point your lawyer or compliance lead should review (Word).
• 36 quiz questions with an explained answer key, a completion checklist (no certificate) and a 7-day plan of about 16 hours.

Facts it states UAE VAT points only from well-established sources, each with a note to confirm with the FTA or your accountant. For rules it teaches that the assistant is not the source: the FTA and your accountant are.

Who it is for Anyone in a finance role who uses, or is about to use, an AI assistant and must check the result before it is used.

What it is NOT: it is not legal, tax, immigration or accounting advice, it does not tell you what any rule, fee or deadline is for your case, it promises no result, and it leads to no exam or certificate. UAE rules change, so every rule outside a small set of well-established VAT and employment points is sent to the official source or your adviser. All companies and figures are made up. It is not affiliated with or endorsed by any government body, bank or platform.

Requirements: a PDF reader, Word or a compatible editor, and access to any general AI chat assistant for practice (the course works on made-up data you paste). Version 1.0, written November 2026. Single business use.