AI Accounting Enroll Steps

A Strategic Analysis for Accounting, Finance, and Business Leaders
In today's rapidly evolving market, standing still is not an option. Digital transformation is no longer a buzzword for large corporations; It is an essential strategy for the survival and growth of Small and Medium-sized Enterprises (SMEs). This intensive one-day course is meticulously designed to demystify digital transformation, providing you with a practical roadmap to implement impactful changes, leverage powerful AI tools, and streamline your operations for greater efficiency and profitability.

1. Certification and Authorization
United Technologies (Int’l) Ltd. is the official exclusive provider of technical services for ABSS (previously known as MYOB) customers in Hong Kong and Macau. This authorization, effective since October 1, 2010, and endorsed by Asian Business Software Solutions Pte Ltd., covers essential IT support services including datafile repair, datafile checking and analysis, password resets, serial number resets, and other identified needs. This applies to ABSS Premier product lines, such as Accounting, Premier, and Premier Plus, ensuring reliable and authorized support for SMEs integrating ABSS into their digital transformation strategies.

2. Course Outline
This intensive one-day course, A.I. Accounting Course: A Strategic Analysis for Accounting, Finance, and Business Leaders, equips SMEs with practical tools for digital and AI transformation. The agenda is divided into morning and afternoon sessions, drawing from real-world insights on AI adoption in Hong Kong's financial sector, government strategies, risks, and future trends.

Morning Session: Introduction to AI Basics and Hands-On Application Development
- Understanding the Digital Shift and AI Foundations: Explore why digital transformation is essential for SME survival and growth, using case studies like Tesco and IKEA to show revenue and engagement impacts. Delve into the three core elements of AI—data as the essential fuel, algorithms as the intelligent engine, and computing power as the muscle—along with AI adoption statistics in Hong Kong (e.g., 75% of firms adopting AI, 80% using it for risk and compliance).
- Introduction to Microsoft Copilot: Data Reconciliation and Anomaly Detection: Automates matching records across sources (e.g., ERP and Excel), flagging discrepancies in accounts receivable. Financial Summarization and Reporting: Generates instant summaries of balances, invoices, and trends from raw data, turning Excel spreadsheets into presentation-ready visuals or PowerPoint.
- Hands-On AI Tools with Microsoft Power Platform: Demystify AI, including machine learning and generative AI. Use Power Automate to automate workflows (e.g., forwarding email attachments or sending alerts). Build custom low-code apps with Power Apps for challenges like inventory tracking or employee onboarding. Start with Microsoft Forms for creating surveys and gathering data.

Afternoon Session: Streamlining Operations with ABSS, Business Intelligence (BI), and SmartBusiness
- ABSS Import Features:Learn to import data including multi-currency settings, customers, suppliers, employees, stock, inventory (covering buy/sale transactions, account linkages, and locations), item sales, purchases, journal entries, and bank statements directly from image files.
- ABSS Export Capabilities: Master exporting key documents such as employee cards, purchase orders, quotations, and invoices for seamless business operations.
- Advanced ABSS Skills: Gain hands-on expertise in building items with auto-build options, reversing built items, managing purchases, inventory adjustments, handling refunds and returns, updating unit prices, year-end processes (including rollbacks), audit adjustments, and utilizing the 13th period for fiscal accuracy.
- BI4Cloud Customization: Explore creating highly customizable reports by defining relationships between different columns, with access to a free 14-day trial for practical application.
- Basic Prompt Skills with Copilot: Develop foundational techniques for using Copilot to generate effective prompts, enhancing productivity in data management and reporting tasks.

3. Target Students
This course is ideal for accounting, finance, and business leaders in SMEs who are new to technologies. No prior technical experience is required—it's designed for beginners eager to demystify AI and digital tools, providing foundational knowledge and practical skills to implement transformations without needing advanced expertise.

4. Exam
Participants will complete a 1-hour exam consisting of 30 multiple-choice questions. The exam assesses understanding of key concepts from the course, including AI foundations, digital transformation pillars, Microsoft Power Platform tools, and ABSS SmartBusiness features. Those who pass the exam will receive a certificate featuring the ABSS logo and an official endorsement from United Technologies (Int’l) Ltd., recognizing their successful completion of the course.

5. Equipment
We provide all necessary equipment for a hands-on experience, including laptops pre-loaded with required software (e.g., Microsoft Power Platform, ABSS SmartBusiness), comprehensive course notes, and access to digital resources. Participants only need to bring enthusiasm—no personal devices are required.
Course Fee: HK$2980 per person
Payment Method: Cash/Cheque and Credit Card

Lessons Included

Introduction to AI Basics and Hands-On Application Development
Lesson 1 image

Course Overview
This one-day AI Accounting course introduces accounting professionals to AI tools that enhance efficiency, data management, and decision-making.
- The morning session focuses on foundational AI integrations within Microsoft ecosystems, emphasizing practical applications in accounting workflows.

Learning Objectives
- Grasp the core functions of Microsoft Copilot and its role in productivity.
- Apply Copilot for data handling in Excel and meeting summaries in Teams.
- Explore practical uses of Azure OpenAI for accounting-specific automation.
- Learn to build simple automations and apps using Power Automate and Power Apps.

Course Content
- Understanding Microsoft Copilot: AI writing, data analysis, slide design, email help, meeting recaps.
- Copilot for Data Organization, Visualization, and Analysis.
- Copilot in MS Teams
- Use Microsoft Power Automate and Power Apps to automate tasks with low/no code.

Prerequisites
Access to Microsoft 365 (with Copilot enabled), Azure account for demos, and basic Excel/Teams knowledge.

Materials Provided
Demo files (Excel spreadsheets, sample datasets), access to trial environments, and handouts with step-by-step guides.

Streamlining Operations with ABSS, Business Intelligence (BI), and SmartBusiness
Lesson 2 image

Introduction to ABSS SmartBusiness
How ABSS (formerly MYOB) on Microsoft Azure improves SME operations with easy accounting software.

Integration, Automation, and BI Insights Automation for sales/purchases, tracking receivables/payables, report generation; POS integration, AI receipt scanning; BI for data analytics.

ABSS Import Features
▪ multi-currency settings
▪ customers
▪ suppliers
▪ employees
▪ stock
▪ purchases
▪ journal entries
▪ bank statements

Advanced ABSS Skills
▪ building items / auto build
▪ reversing built items
▪ managing purchases
▪ inventory adjustments
▪ handling refunds and returns
▪ year-end processes
▪ audit adjustments

Customize tailor-made BI report
▪ using BI4Cloud that suit company or personal need.
▪ free 14-day trial for practical application

Basic Prompt Skills with Copilot
▪ Develop foundational techniques for using Copilot to generate effective prompts, enhancing productivity in data management and reporting tasks.

Available Sessions

Select your preferred session directly below and proceed to enrollment

Session 1

Saturday | 2025-12-20

Available
Lesson 1: 2025-12-20 09:30-17:00
Assessment 1: 2025-12-20 17:00-18:00
Quota: 5/7

Session 2

Saturday | 2026-01-17

Available
Lesson 1: 2026-01-17 09:30-17:00
Assessment 1: 2026-01-17 17:00-18:00
Quota: 5/7