6-Week Weekend Course

CharteredAI Course

Learn to use Claude and AI tools the right way in your CA practice. Weekend sessions to learn, weekdays to implement. Results from week 1.

This course is for you if:

You run a CA firm with 20+ clients

Your team spends most of their time on data entry

You know AI is changing everything but don't know where to start

You've tried ChatGPT casually but never applied it to real CA work

You're tired of hiring juniors who leave after 6 months

You want to offer more advisory services but manual work eats all your time

Your 6-Week Journey

Week 1

AI Foundations for CAs

Understand Claude, ChatGPT, and which AI tools work best for which CA tasks. Set up your AI workspace. Learn prompt engineering specifically for accounting and finance tasks.

Implement this week:

Write your first 10 AI prompts for daily CA tasks. Test on real client work.

Week 2

AI-Powered Data Entry

Use Claude to read invoices, extract line items, validate GSTIN and amounts. Build your OCR-to-spreadsheet pipeline. Handle PDFs, scanned images, and WhatsApp photos.

Implement this week:

Process one client's monthly invoices using AI. Measure time saved vs. manual.

Week 3

Smart Reconciliation

Teach AI to match bank statements with ledger entries. Auto-flag mismatches. Handle partial matches, reversed entries, and multi-currency transactions.

Implement this week:

Run AI reconciliation for 2-3 clients. Compare results with your manual process.

Week 4

GST & Compliance Automation

AI-assisted GSTR-1 and 3B prep. Auto-validate purchase registers against GSTR-2A. Catch ITC mismatches before filing. Generate filing-ready reports.

Implement this week:

Prepare next month's GST data using AI for 5 clients. Track error reduction.

Week 5

Client MIS & Reporting

Generate P&L summaries, aging reports, and MIS dashboards using AI. Create branded report templates. Auto-generate client-ready documents from raw Tally data.

Implement this week:

Create MIS reports for your top 10 clients using AI. Share with clients for feedback.

Week 6

Document Drafting & Scaling

AI-draft engagement letters, audit observations, compliance reports, and client communications. Build your firm's AI prompt library. Plan your AI-enabled practice roadmap.

Implement this week:

Deploy AI workflows across your entire team. Measure firm-wide man-days saved.

What's included

✓

6 live weekend sessions

2-3 hours each. Implement on your real client data during the session itself.

✓

50+ CA-specific prompts

Copy-paste prompts for Claude & ChatGPT, tested on real client work.

✓

Templates & SOPs

Spreadsheet templates, Tally import formats, process documents.

✓

Live client implementation

Bring your real client data. Walk out with working automation, not just notes.

✓

Private CA community

WhatsApp/Telegram group of AI-enabled CAs. Share learnings.

✓

Quarterly live Q&A

Stay current as AI tools evolve. New techniques shared regularly.

Course fee

₹60,000

One-time. 6 live weekend sessions. Money-back guarantee.

Book a Call to Enroll

If you don't save at least 5 man-days in your first month of implementation, full refund. No questions.

Built and taught by an SRCC alumnus and ex-Grant Thornton CA who has served 800+ clients.

Every technique is something I use at my own firm, every day.