In this course, you will learn how the Accounting Agent transforms accounting workflows through agentic automation and intelligent decision-making. From understanding the foundations of agentic accounting to exploring AI-driven transaction coding, exception-first review, zero-touch syncing, and automated accruals and reconciliation, this step-by-step course will equip you to streamline close processes, improve accuracy, and confidently position yourself as a modern, automation-forward accounting advisor.

In order to successfully complete this course and earn 1 CPE credit, you must:

  • Complete the course content
  • Answer the review questions throughout the course
  • Complete the qualified assessment with a minimum of 75% accuracy within one year of course enrollment

For a list of key terms, check out our Course Glossary.

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