AI in Accounting: Receipts, Invoices & Monthly Reports (SMEs)

Foundation · Course
AI in Accounting: Receipts, Invoices & Monthly Reports (SMEs)
Use AI to prepare accounting work better in everyday SME practice: you learn how receipts, invoices, QR payment sections and monthly information can be structured, checked and prepared for understandable follow-up questions without handing professional posting decisions over to AI.
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Das erarbeitest du
Foundation & Understanding: Preparing Receipts Cleanly Applying It in Practice: Prompts and Routines for SME… Confident + Practice Project: Building the BelegPilot
📦 3 modules
📚 60 lessons
🏆 Certificate at 60%
🇨🇭 German
Didactically built, not just filled – from 15 years of teaching practice.

What you will learn

  • You distinguish typical document types in everyday Swiss SME accounting and recognize which information is needed for clean preparation.
  • You check invoices for central details such as service, date, amount, parties, MWST notes and QR payment information without adding invented details.
  • You explain how AI can structure, summarize and compare receipts and mark gaps.
  • You draw clear boundaries: AI prepares accounting information; posting decisions, closing work and professional approvals remain with the specialist.
  • You formulate copyable prompts for receipt summaries, plausibility checks and client follow-up questions.
  • You handle confidential mandate data sparingly and observe data protection as well as professional secrecy in the trust-company context.
  • You build first components for the later BelegPilot: intake schema, gap list, plausibility questions and quality control.
  • You turn unstructured invoice notes into clear, checkable follow-up questions for clients.

Course content

1
Foundation & Understanding: Preparing Receipts Cleanly
20 lessons · 5 quiz questions
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2
Applying It in Practice: Prompts and Routines for SME Mandates
20 lessons · 5 quiz questions
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3
Confident + Practice Project: Building the BelegPilot
20 lessons · 5 quiz questions
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199.00 CHF
One-off payment · certificate included · no subscription
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Everything included
🤖 Personal AI learning coach in every lesson – never get stuck alone again
🎮 XP, levels & badges – learning that keeps you going
✓ Start immediately – no waiting
✓ 3 modules with 60 lessons
✓ Instant feedback on every quiz
✓ Verifiable certificate – add it to your LinkedIn profile with 1 click
✓ Tamper-proof via public verification URL
✓ German · Swiss practice