How to Build a Custom AI Chatbot

This course provides a concise overview of how accountants can build and deploy custom AI chatbots to streamline workflows, enhance client service, and future-proof their practice—no coding required. Designed specifically for financial professionals, the session explains chatbot development in plain English and demonstrates how tools like ChatGPT, NotebookLM, and ElevenLabs can be used to create intelligent assistants that automate research, analyze financial statements, respond to client queries, and even speak in your voice. By learning to harness no-code platforms, CPAs can transition from being task-doers to tech-enabled strategists at the forefront of digital transformation.

Topics Covered:

• Overview of AI chatbots and their application in accounting
• No-code tools for building custom GPTs
• Using NotebookLM to create interactive financial assistants
• Creating voice-enabled AI agents with ElevenLabs
• Dedicated workspace bots for audit, tax, and advisory functions
• Case studies: Financial Statement Reviewer Bot and News Opportunity Analyzer
• Ethical, legal, and privacy considerations in chatbot use

Who Will Benefit/Target Audience: This course is designed for accountants, auditors, and financial professionals who want to simplify AI chatbot creation and deploy intelligent assistants to increase efficiency, insight, and impact.