AI Workshop for Accountants & Finance Professionals in Morocco

Why generative AI for finance and accounting professionals?

Between annual financial closings, statutory declarations, monthly reporting cycles, and continuous client advisory requests, accounting and finance teams face severe time constraints.

Generative AI is no longer limited to simple text generation: it now evaluates financial balances, reconciles accounts, detects statistical outliers, and produces clear, actionable narrative commentaries.

This 10-hour in-person workshop (2 days of 5 hours) equips you to master the leading applied AI tools to save valuable hours each week while elevating the quality and depth of your financial deliverables.

Detailed Workshop Curriculum (10 hours)

Each module is anchored in real-world financial files and anonymized business datasets processed directly on your laptop.

Day 1 (5 hours): Financial analysis, audit review, and management reporting

Module 1: Generative AI fundamentals in corporate finance

• How large language models handle numeric and tabular data: capabilities and boundaries.
• Frameworks for analytical prompting to guarantee numerical accuracy and avoid approximations.
• Tool benchmark: Claude for extensive financial files, ChatGPT for tabular data processing.

Module 2: Automated trial balance analysis and ledger auditing

• Ingesting and querying trial balances and general ledgers in Excel and CSV formats.
• Surfacing unusual ledger entries, ratio shifts, and cost-variance outliers.
• Generating automated financial variance commentary and operational margin assessments.

Module 3: Drafting audit memos, annual management reports, and board summaries

• Rapid authoring of statutory audit memos, annual reports, and review notes for partners.
• Converting raw spreadsheet tables into clear, engaging financial narratives for non-financial leaders.
• Standardizing recurring client correspondence (audit confirmations, information requests, follow-ups).

Day 2 (5 hours): Moroccan tax research, firm assistants, and automation

Module 4: Moroccan tax code (CGI), regulatory search, and corporate law

• Precision querying of the Moroccan General Tax Code (CGI), DGI administrative circulars, and tax rulings.
• Comparative tax scenario modeling to inform client decisions (corporate tax, withholding, exemptions).
• Cross-verification routines to prevent regulatory inaccuracies.

Module 5: Designing your accounting firm's dedicated AI assistant

• Building a private assistant (Claude Project / Custom GPT) configured with your audit standards and review guidelines.
• Setting up a guided junior audit assistant to streamline file preparation.
• Automating answers to common client tax inquiries and deadlines.

Module 6: Financial data governance, professional secrecy, and compliance

• Best practices for sanitizing company names, identification numbers, and banking details.
• Account-level governance configurations to prevent external model retention.
• Moroccan CNDP and Law 09-08 compliance alongside statutory accounting secrecy.
• Introduction to private on-premise local AI servers for sensitive financial institutions.

Practical skills gained after 10 hours

Upon completing the two-day training, you will be able to:

• Draft a comprehensive management report in 15 minutes instead of 2 hours.
• Surface hidden ledger irregularities and balance sheet anomalies in a few clicks.
• Deliver high-value, narrated financial review decks to clients without increasing team overtime.
• Pinpoint relevant provisions of the Moroccan CGI applicable to complex corporate transactions instantly.
• Execute all AI workflows with absolute compliance with professional secrecy standards.

Practical details & Registration

• Format: In-person small group (max 8 participants per session).
• Duration: 10 hours (two 5-hour days).
• Available cities: Tangier, Casablanca, Rabat, Marrakech.
• Prerequisites: No programming background needed. Bring your laptop.
• Individual fee: 2,450 MAD per participant (includes training materials, finance prompt pack, and certified certificate).
• In-house firm training: Custom programs for accounting firms and finance teams. Contact us for a quote.