AI for Chartered Accountants in Job and Practice
The first CA-specific AI programme in India covering DPDP Act compliance, local LLM hosting, and real automation workflows.
Is This You?
You know AI is changing your profession. You just haven't found a programme built for CAs.
You use ChatGPT for work but aren't sure what uploading client data means under ICAI ethics and the DPDP Act.
You spend hours on reconciliations, drafting, and document review that AI could handle in minutes.
Your firm is already deploying AI and you feel you're being left behind.
Every AI course you find is generic. None of it is built for CAs.
You see AI as a career opportunity but don't know how to position yourself.
You worry that automating compliance and audit work makes CAs replaceable.
What You'll Learn Over 2 Days
Every session is drawn from Finnect AI's live deployment experience, not textbooks.
- The AI Imperative for CAsWhat Big 4 firms are already deploying and what's coming in 24 months.
- The AI Landscape for Finance ProfessionalsLLMs, RAG, AI agents without jargon. ChatGPT vs Claude vs Gemini: when to use which for CA tasks.
- DPDP Act 2023 and ICAI Code of EthicsClient data risks under ICAI Clause 7 and 8. Three-tier data classification for CA practices. DPDP Act as an emerging advisory vertical.
- Local AI Hosting: Docker, Ollama and Open-Source LLMsRun Llama 3.2 or Mistral on your own laptop in 15 minutes. No coding, no cloud, no data risk. Live comparison with ChatGPT.
- Prompt Engineering for Finance ProfessionalsThe Finnect AI prompt framework: Role + Context + Task + Constraint + Format. Live exercises: GST demand reply, risk flags, ICFR checklist, contract clauses.
- Q&A and Day 1 Wrap-UpOpen Q&A and preview of Day 2.
- n8n for CAs: Workflow Automation Without CodingLive walkthroughs of 3 real CA workflows: vendor invoice intelligence, GST reconciliation, and client pendency tracker.
- Claude Code for Finance ProfessionalsWrite Python scripts for financial data extraction without knowing Python. Build a ratio analysis script, TDS tracker, and Ind AS 116 ROU asset schedule.
- Real AI Systems Built for FinanceLive demos of Finnect AI deployments: AuditFlow AI, Credit Underwriting Engine (3 days to 8 minutes), and CA Assist.
- The AI Opportunity for Ambitious CAsThree career paths: AI-enabled practitioner, AI advisory CA, CA-founded AI firm. How ICAI recognises AI Consulting under Management Consultancy.
- Q&A and Wrap-Up
What You Walk Away With
Practical tools to deploy in your practice or job from Day 1.
Faculty
Every trainer has personally built and deployed the systems they teach.
Author of 'AI: An Assistant' and 'The Rise of AI CFO'. Special Invitee to ICAI's Accounting Standards Board. Certified in AI by ICAI and IIT Delhi. Trained 10,000+ CAs across ICAI, NIRC, and CICASA. Speaker to 8,000+ delegates at WOFA 2.0.
View on LinkedInDelivered the AI Governance masterclass at WOFA 2.0. Leads AI governance sessions for CFOs and finance leaders. Specialist in DPDP Act compliance, responsible AI deployment, and AI in M&A due diligence.
Co-Speaker at WOFA 2.0. Architect of AuditFlow AI, Finnect's 11-module audit platform. Leads AI system implementation across Big 10 accounting firms and large PSUs.
View on LinkedInWorld's youngest female CA and Guinness World Record Holder. Former associate at GIC Singapore and management consultant at BCG. Educator to 1M+ across social media.
Build Your AI Practice as a CA
Saturday and Sunday · 2:00 PM to 5:00 PM IST · Online · Live · Certificate included