Smarter, Not Harder: GenAI for Finance & Accounting

Please note: CPE was only available for the live version of this webinar. CPE is not available for the webinar on-demand version.

Unlock the Power of GenAI in Accounting and Finance

From the C-suite to staff accountants, financial professionals at every level are already seeing how GenAI in accounting transforms the way they work—and saves hours in the process. Whether you’re analyzing reports, managing operations or handling daily tasks, GenAI tools like ChatGPT, Claude and Gemini help you work faster, think more strategically and stay ahead.

What You’ll See in This Hands-On Session

No theory. No hype. Just real-world demos and practical takeaways.

In just one hour, Daniel Shorstein, president of James Moore Digital hosts this demo-focused session, revealing practical ways GenAI supports your accounting and finance workflows—no technical background needed.

You’ll walk away with:

• Clear insight into what GenAI does—and doesn’t do—and how to apply it strategically
• Prompts and tools to help you draft, analyze, summarize and organize your work faster
• Ways to tailor custom GPTs and assistants for your team or role
• Real-time, side-by-side demos of ChatGPT, Claude and Gemini for everyday accounting tasks
• Immediate steps to get started—whether you’re leading a team or just diving in

Who Should Watch

This session is designed for:

• CFOs and finance executives
• Controllers and staff accountants
• Business analysts and finance teams exploring AI
• Anyone looking to streamline reporting, forecasting or financial reviews

Why It Matters

Generative AI is more than a trend—it’s a productivity engine. See how financial teams are using it today to:

• Cut reporting time
• Improve data analysis
• Automate routine tasks
• Enhance accuracy and insight

Watch Now

Missed a moment from the webinar—or want to try the prompts yourself? This downloadable PDF includes every GenAI demo from our live session, along with the exact prompts used for ChatGPT, Claude and Gemini:

James Moore Digital_Smarter Not Harder

Bring your curiosity—and walk away with tools you can put to work immediately.

All content provided in this article is for informational purposes only. Matters discussed in this article are subject to change. For up-to-date information on this subject please contact a James Moore professional. James Moore will not be held responsible for any claim, loss, damage or inconvenience caused as a result of any information within these pages or any information accessed through this site.