Close
Close the books faster.
Automate categorisation and reconciliation in Zoho Books, QuickBooks and Xero, and handle exceptions with AI.
Apply AI · For accountants and bookkeepers
AI for Accountants & Bookkeepers. Put AI to work on the books.
Rooman's AI for Accountants & Bookkeepers is a 35-hour, 7-week online course for accountants, bookkeepers and commerce graduates. You learn to use AI for reconciliation, GST returns, audit prep, invoice processing and forecasting, then prove it in a capstone and earn the Rooman Apply AI Certificate.
35 hours10 modulesWeekly live cohortCapstone project
What you'll be able to do
Use AI in the accounting work you already do.
AI is reshaping accounting at the workflow level: categorisation, reconciliation, exception handling, audit prep and GST compliance. Accountants who use these tools well spend less time on data entry and more time on advisory work.
Compliance
Get GST and audit prep right.
Prepare GST returns, reconcile 2A/2B and build audit-ready documentation with AI.
Advisory
Move from data entry to advice.
Use Excel Copilot for forecasts and variance commentary, and send clients clear, AI-drafted updates.
Skills covered
- Excel Copilot at an advanced level
- AI-driven reconciliation and exception handling
- GST/VAT compliance with AI
- FP&A forecasting with AI
- Audit documentation automation
- Receipt and invoice processing with AI vision
- Client advisory automation
- Risk and governance for AI in accounting
Who it's for
Built for accountants in the job today.
You don't need to be a CA. The course is open to B.Com graduates, final-year commerce students and working accountants and bookkeepers at any level.
Roles where these skills are used
- AI-augmented Accountant
- Bookkeeper (modern stack)
- Junior CA Articleship Associate
- AP/AR Specialist
- Finance Operations Analyst
- Outsourced Accounting Consultant
Entry requirements.
- A B.Com or B.Com (Hons) graduate or final-year student, or a working accountant or bookkeeper at any level
- Basic Excel skills
- Completion of AI for ALL, or a pass in the short entry quiz
New to AI? Start with AI for ALL, Rooman's 20-hour, 9-module foundation course. Not sure which course fits? Take the 10-minute career assessment.
35 hours · 10 modules
A curriculum built around the accounting cycle.
Each module follows a real task from your job and ends with a piece of work you keep.
01AI in accounting workflows
Where AI helps in accounting and where it doesn't, how ICAI and the IRS position it, and the risks to manage.
Topics covered
- Where AI saves time across bookkeeping, compliance, audit and reporting
- Where AI makes mistakes, and the tasks that must stay manual
- How ICAI and the IRS view AI use by accountants
- The main risks: accuracy, confidentiality and audit trail
You produce: a map of your accounting workflows with AI and review points.
02Excel Copilot for financial models
Build formulas, models and scenario analyses with Copilot, and have it explain the numbers in plain language.
Topics covered
- Writing and debugging formulas with Copilot
- Building financial models from a plain-language brief
- Running scenario and sensitivity analysis
- Generating plain-English explanations of the numbers for clients
You produce: a working financial model with a written explanation.
03Categorisation, reconciliation and exceptions
Use the AI features in QuickBooks, Xero and Zoho Books, and learn when rule-based matching beats machine learning.
Topics covered
- AI transaction categorisation in QuickBooks, Xero and Zoho Books
- Bank and ledger reconciliation with AI matching
- Rule-based versus machine-learning matching, and when to use each
- Investigating and clearing exceptions
You produce: a reconciliation with its exceptions resolved.
04AI for audit prep and documentation
Review documents with AI, build supporting workpapers and keep a clean audit trail.
Topics covered
- Reviewing invoices, contracts and statements with AI
- Preparing supporting workpapers and schedules
- Keeping an audit trail of every AI-assisted step
- Answering auditor queries faster
You produce: an audit-ready set of workpapers.
05GST/VAT prep with AI assistants
Prepare returns, reconcile 2A/2B and catch the common error patterns.
Topics covered
- Preparing GST returns with AI assistants
- Reconciling purchase data with GSTR-2A and 2B
- Spotting common errors: mismatched GSTINs, duplicate invoices, wrong rates
- VAT basics for international clients
You produce: a reconciled GST return with an error log.
06Receipt and invoice processing with AI vision
Extract data from receipts and invoices with Dext, Nanonets and custom AI extraction.
Topics covered
- Capturing receipts and bills with Dext
- Extracting invoice data with Nanonets
- Setting up custom AI extraction for unusual formats
- Checking extracted data before it is posted
You produce: an automated invoice-capture flow.
07FP&A forecasting and variance analysis
Build AI-assisted forecasts, write variance commentary and test scenarios.
Topics covered
- Building rolling forecasts with AI
- Writing variance commentary for management reports
- Best-, base- and worst-case scenarios
- Presenting forecasts to business owners
You produce: a forecast with variance commentary.
08Client communication and email automation
Automate follow-ups, draft advisory notes and send performance summaries.
Topics covered
- Automating document requests and payment follow-ups
- Drafting advisory notes on tax, cash flow and compliance
- Monthly performance summaries for clients
- Keeping the tone professional and the numbers right
You produce: a client update pack.
09Risk, governance and audit trail
Log and review AI output, and use dual-control patterns so every AI result is checked.
Topics covered
- Logging AI prompts and outputs for review
- Dual control: a second person checks every AI result that matters
- Rules for what client data can go into AI tools
- A simple AI-use policy for your practice
You produce: a review and sign-off checklist.
10Capstone
Run an end-to-end AI-augmented monthly close for a sample small business.
Topics covered
- Categorising and reconciling a month of transactions for a sample business
- Preparing the GST return and supporting schedules
- Producing the month-end report with variance commentary
- Documenting every review and sign-off step
You produce: a complete monthly-close workflow.
Tools covered
The tools you'll work with.
You practise on the AI features in the spreadsheets and accounting software firms use every day.
| Tool group | Tools | What you use them for |
|---|---|---|
| AI assistants | Excel Copilot, ChatGPT Plus | Models, formulas, scenarios and narrative explanations |
| Accounting software AI | Zoho Books AI, QuickBooks AI, Xero AI | Categorisation, reconciliation and exception handling |
| Document extraction | Dext, Nanonets | Receipt and invoice processing |
Capstone
Run a monthly close, with AI.
Your capstone takes a sample small business through an AI-augmented monthly close. You show where AI speeds up categorisation, reconciliation and reporting, and where an accountant must check and sign off.
Along the way you complete 4–6 lab exercises.
Your capstone portfolio.
- A working financial model with a written explanation
- An audit-ready set of workpapers
- An automated invoice-capture flow
- A forecast with variance commentary
- A review and sign-off checklist
Your credential
Rooman Apply AI Certificate.
Accountants & Bookkeepers specialisation. Your certificate is stamped with the specialisation you complete.
Your capstone portfolio shows what you can do with AI, which is what a manager or employer will ask to see.
What's included
Everything you need to finish.
- Certified industry-expert trainers
- Weekly live cohort sessions online
- AI-powered LMS with 1-year access
- 4–6 hands-on labs and a capstone project
- Résumé and LinkedIn workshop
- Access to Rooman's network of 1,000+ hiring partners
Before you enrol
Questions accountants ask.
Can't find your answer? Call 080 6945 1000 or WhatsApp us.
Who is this course for?
You don't need to be a CA. The course is open to B.Com graduates, final-year commerce students and working accountants and bookkeepers at any level.
Do I need to complete AI for ALL first?
Yes, or pass the short entry quiz. AI for ALL is Rooman's 20-hour, 9-module foundation course and the entry point to every Apply AI specialisation.
How much time does it take?
35 hours over 7 weeks, combining self-paced lessons with one live cohort session each week.
Is it online or classroom?
Online, with weekly live cohort sessions, so you can study alongside a full-time job.
Do I need to be a CA?
No. The course is for any commerce graduate or working accountant.
Will I learn GST tools?
Yes: return preparation, 2A/2B reconciliation and error detection.
Is Excel Copilot covered in depth?
Yes: formulas, models, scenarios and narrative explanations.
Does this help with CA articleship?
It gives you a strong AI-tools background, which firms value when choosing articleship candidates.
What is the capstone?
You build an end-to-end AI-augmented monthly close workflow for a small business.
Can I practise with real client financial data?
No. Practice uses sample or anonymised material. The course shows how to use real client data safely within your firm's policies.
Which certificate will I receive?
The Rooman Apply AI Certificate, stamped with your Accountants & Bookkeepers specialisation.
How do I find out fees and batch dates?
Talk to a Rooman counsellor on 080 6945 1000 or WhatsApp +91 97390 86029. They will share current fees, payment options and upcoming batch dates.
Can Rooman train my whole finance team?
Yes. Corporate cohorts run the same curriculum for your finance team, and Rooman has supported enterprise training since 2008.
Related courses.
All Apply AI courses
20 hrsStart hereAI for ALLThe 20-hour foundation for every Apply AI specialisation.
36 hrs10 modulesAI for Chartered Accountants & Tax ProfessionalsAI for audit, tax and advisory work.
40 hrs11 modulesAI for BFSIAI for KYC, credit, fraud and compliance.For teamsTraining your whole finance team?Run this course as a private cohort, as part of Rooman's AI Workforce Readiness programme.Talk to usNext step
Start with a conversation.
Tell us about your role and a counsellor will call you with batch dates, fees and payment options.
- Call: 080 6945 1000
- WhatsApp: +91 97390 86029
- Email: hello@rooman.com
Course details reviewed on 25 September 2026.