AI for Accounting Workshop + Implementation Mastermind

Leverage AI to Boost Efficiency, Automate Repetitive Tasks, and Analyze Large Data Fast!

Starts On

March 27, 2025

DURATION

9 AM - 4 PM

Format

100% Live & Online

program fee

P12,000
P7,495 + VAT

Requirement

At least 2 years accounting exp.

Starts On

March 20, 2025

DURATION

9 AM - 4 PM

Format

100% Live & Online

program fee

P12,000
P7,495 + VAT (Early Bird)

Requirement

At least 2 years management exp.

Practical AI Strategies for Accountants

"Gain hands-on insights to implement AI in your accounting workflows"

From Concept to Implementation

"Transform learning into results through our unique CERAF™ methodology and guided application"

Personalized Learning Journey

"Experience AI-powered customization that adapts content to your industry and role"

Program Overview

Is your team drowning in manual data entry and reconciliations?  Does your team spend days copy-pasting numbers between systems?  Do you dream of providing real-time insights instead of backward-looking reports?

This one-day intensive workshop is designed for accounting professionals, finance leaders, or business owners like you who are looking to leverage AI to automate mundane and repetitive tasks and boost your team's efficiency, so you can have more time for value-adding analysis and strategic decision-making.

#1

Prompt Engineering for Boosting Productivity

Master AI prompt strategies to establish right KPIs, create audit plan, perform cost-benefit analysis, automate tasks, and extract insights efficiently.

#2

Policy Design and Communication Using AI

Use AI to draft, refine, and communicate accounting policies with clarity and compliance in mind.

#3

AI-Powered Financial Analysis

Learn how AI can analyze financial data, identify trends, and assist in data-driven decision-making.

#4

Audit and Risk Management Using AI

Enhance audit planning and risk assessment with AI tools, and create Control Self-Assessment (CSA) documents effortlessly.

#5

Management Reporting Using AI

Generate simplified, AI-assisted financial reports that offer deep insights and clear visualizations for stakeholders.

#6

Implementation Mastermind Session (After 1 Month)

Continue your AI journey beyond the workshop with an exclusive follow-up mastermind session. Share your real-world AI implementations, gain expert feedback, and learn from peers who are integrating AI into their accounting workflows.


This session reinforces learning, provides additional insights, and helps you refine your AI strategies for even greater impact.

Who Should Take This Transformative Journey

This seminar is designed for forward-thinking professionals who want to leverage AI to optimize accounting, auditing, and financial decision-making.

  • Accountants looking to automate mundane and repetitive tasks, streamline reporting, and stay ahead in a technology-driven industry
  • Finance Managers eager to turn financial data into actionable business intelligence using AI.
  • Auditors and Compliance Professionals aiming to enhance risk assessment, improve audit efficiency, and strengthen compliance using AI tools.
  • Business Owners who want to leverage AI insights to make smarter business decisions, optimize resources, and drive growth.
  • Financial Leaders who seek to empower their teams with modern, AI-driven skills that increase productivity and provide more value to stakeholders.
  • Consultants who want to offer more value to clients by integrating AI-driven analysis and reporting strategies.
  • Anyone interested in learning practical AI applications for accounting and finance to boost their skills, whether for current roles or future career opportunities.

Distinctive Learning Methodology: 

CERAF® Learning Model

Our proprietary CERAF® Learning Model is deeply embedded in the program's structure, creating a seamless journey from learning to implementation. 


This innovative approach shapes every aspect of the program, from individual modules to the Accounting Mastermind Bonus session.

Concept
"Strategy Simplified"

  • Breaking down complex concepts
  • Clear, actionable frameworks
  • Business-focused principles

Example
"Your Industry, Your Context"

  • AI-powered personalization
  • Industry-specific applications
  • Role-based scenarios

Reflection
"Make It Your Own"

  • Strategic application
  • Peer-to-peer Learning
  • Instant Feedback via AI

Action
"Built for Implementation"

  • Practical action steps
  • Ready-to-use templates
  • Quick-win opportunities

Feedback
"Measure What Matters"

  • Impact validation
  • Results tracking
  • Continuous improvement

The CERAF®  Advantage
From Concept to Implementation

The CERAF® methodology is designed for action and implementation.  It ensures that you don’t just learn the concepts but also guides you through real-world application, turning knowledge into measurable impact

  • Hands-On Learning for Immediate Application:  Each module includes interactive exercises, allowing participants to apply AI concepts directly to common accounting and financial challenges.
  • Guided Next Steps for Practical Application:  After each module, participants will select their next steps, ensuring they continue to apply AI concepts in their work. Whether it’s automating a specific process, testing a new AI tool, or developing a roadmap for AI integration, these steps will be monitored in the platform to track progress and provide support.
  • Implementation Mastermind Session (After 1 Month):  A follow-up mastermind session is scheduled one (1) month after the workshop to provide a structured feedback loop, where participants return to share their AI implementation experiences, gain expert insights, and refine their AI-driven strategies.

This structured approach ensures that AI adoption isn’t just theoretical — it becomes a practical, results-driven tool for finance professionals looking to lead in the AI-powered era.

Program Investment

Workshop + Implementation Mastermind

P

12,000

P

7,495 + VAT

Early bird pricing ends in...

01
Days
:
 
14
Hours
:
 
15
Minutes
:
 
52
Seconds

You missed out!

  • Attend the training ONLINE (via zoom) at the comfort of your office or home
  • Ask questions during the training
  • Get AI-powered personalized insights based on your role and industry
  • Work on hands-on exercises for immediate application
  • Receive Certificate of Attendance
  • Join the AI Implementation Mastermind after 1 month to share learnings, get additional insights, and learn from peers to help you refine your AI strategies.

Group Rate available: If you are enrolling three (3) or more persons, we offer group rates.  Simply register and pay for three (3) persons and we'll give you a fourth seat for FREE! To avail, simply enroll three (3) persons and email us the name of the fourth attendee and we'll take care of the rest!

Why Tellix AI Institute

Pioneer in AI Education

Pioneer in AI Education

The premiere AI education institute in the Philippines specializing in executive-level transformation, integrating global best practices with local business context.

CERAF® Methodology

Our proprietary learning model ensures practical application and measurable business impact, moving beyond theory to real organizational transformation.

Personalized Learning

Personalized Learning

Our AI-powered platform customizes your learning experience, providing industry-specific examples and role-based applications that resonate with your unique business challenges.

Your Faculty

Program Certificate

This certificate recognizes your commitment to integrating AI into accounting and finance, equipping you with the foundational knowledge to enhance efficiency, improve financial analysis, and streamline decision-making using AI-powered tools.

This certificate demonstrates your ability to apply AI-driven insights in accounting workflows, automate routine financial tasks, and leverage data for more strategic business decisions—all while ensuring accuracy, compliance, and ethical AI implementation.

Why This Training Matters

The accounting and finance industry is evolving at an unprecedented pace, driven by advancements in AI and automation. Those who adapt will gain a competitive edge, while those who resist may struggle to keep up with the demands of modern financial management.

The AI for Accounting Playbook equips you with the essential AI strategies, tools, and frameworks to optimize workflows, enhance accuracy, and make data-driven financial decisions — without requiring technical expertise.

Future-Proof Your Career in the AI-Powered Finance Era

AI is not replacing accountants—but accountants who know AI will replace those who don’t. This training ensures you stay ahead of industry trends and position yourself as a forward-thinking finance professional.

Transform How You Work with AI-Powered Efficiency

Eliminate repetitive manual tasks such as data entry, invoice processing, and reconciliation through AI-driven automation—allowing you to focus on higher-value strategic work.

Enhance Financial Analysis & Forecasting

Leverage AI-generated insights to identify trends, detect anomalies, and improve financial forecasting—enabling smarter, faster, and more accurate decision-making.

Strengthen Audit, Compliance & Risk Management

Use AI to detect financial irregularities, automate audit workflows, and enhance risk assessment, ensuring compliance with industry regulations and reducing exposure to fraud.

Create More Impactful, AI-Driven Reports

Harness AI-assisted reporting tools to generate professional management reports and dashboards, presenting key insights in a clear and actionable format.

Be at the forefront of AI-powered accounting. Gain the skills, tools, and confidence to integrate AI into your workflows—delivering greater efficiency, accuracy, and strategic value to your organization.

FAQs

Q: Do I need prior experience with AI to benefit from this workshop? 
A: No prior experience with AI is required! This workshop is designed to guide you through each tool and technique, making it accessible to both beginners and those with some experience.

Q: What specific AI tools will we be using? 
A: In the workshop, you’ll be introduced to widely accessible (and mostly free) AI tools. Our focus is on tools that are effective, user-friendly, and accessible, so you can start using them immediately after the session.

Q: How will this training benefit my career? 
A: By mastering AI applications in accounting, you’ll gain valuable skills that improve your efficiency, decision-making, and adaptability to future trends. These skills are highly sought after, making you a more competitive candidate for advanced roles.

Q: Can I apply these techniques in my current role immediately? 
A: Absolutely! The workshop is designed to equip you with practical, actionable techniques that you can begin applying as soon as you return to work.

Q: Will there be opportunities for hands-on practice? 
A: Yes! Throughout the workshop, you’ll participate in interactive exercises that allow you to apply AI strategies in real time, helping you build confidence and familiarity with the tools.

Before the training, you will be asked to register for an AI Tool that we will use for the workshop so you can follow along in the discussion.

Q: How can I contact you for more information? 
A: If you have any questions, you may send your message to our chatbox at the lower right of the website. Our dedicated team is here to assist you with any questions you may have.