How to use AI in Tax, Finance and Accounting
By CA Manish Aggarwal
Agenda for the Session
Basic Concepts
Utilizing chatbots for research, analysis, and Content creation
Chat Bot Application in Word Excel and PPT
Branding and Social Media Management
AI Powered Book- Keeping Tools
Practice Management Solution
Basic Concepts
AI vs Gen AI
LLMs and NLP
GPTs and Custom GPTS
Compute Power and GPUs
Automation and AI
Hyper Automation
Low Code Technologies-RPA
Utilizing chatbots for research, analysis, and Content creation
• Demo-1 Chat GPT/CA GPT/Claude
• Document Analysis
• CA GPT for Direct Tax Updates
• CA GPT for Tax Audit Checklist
• CA GPT for Schedule III Sample template
• Chat GPT for GST/ Income Tax Notice Reply
https://ai.icai.org/cagpt/
https://chatgpt.com/
Chat Bot Application in Word Excel and PPT
• Demo-1 Co Pilot and PPT
• Use of Existing PPT to Create New PPT
• Use of Gamma/Tomme for modification/Designing of PPT
• Demo-2 Co-Pilot and Word
• Uploading existing file and updating based on prompts and one drive knowledge
• Demo-3 Chat GPT and Excel Data Analysis
• Trend Line Analysis
• Ratio Analysis
• Projected Financial Statement Analysis
https://copilot.mi
crosoft.com/
Branding and Social Media Management
Demo-1 Article Writing- Chat Gpt for Blog Post Ideas from Multiple sources and Write Sonic
Demo-2 Summary of News clipping from Gemini and Article writing
Demo-3 LinkedIn Outreach Automation- Meet Alfred
Demo-4 Social Medial Scheduling and Content Calendar- Flick AI
Demo-5 Canva Bulk Create App
https://gemini.google.com/app?hl=en-IN
• https://meetalfre
d.com/
Site Reference- Flick Ai
https://www.flick.social/ai-social-media-manager
Site Reference- Canva Bulk Create
AI Powered Book Keeping Tools
• https://www.suvit .io/
Site Refrence – BukTec
https://thebuktec.
com/
Automated Financial Statements
https://sheshi.ai/compliant-and-fully-automated
https://www.zoho.com/practice/
