Sage BOB & AI – Digital Transformation and Automation of Accounting Tasks

• Advanced users of Sage BOB and Excel
• Accountants and finance managers wishing to optimise their accounting processes using AI and Sage BOB

This training course provides participants with a practical understanding of how AI works and equips them with the techniques needed to design effective, structured prompts tailored to accounting tasks.

By the end of this training course, participants will be able to:

• Save time when entering and analysing accounting data
• Use AI effectively to automate low-value-added tasks
• Optimise the use of Sage BOB through AI integration

• Introduction to the use of AI in an accounting context
• Using AI to facilitate the collection and organisation of accounting data and documents
• Presentation and demonstration of Sage BOB DEMAT
• Using ABBYY OCR
• Digital transformation and electronic processing of invoice submission
• Using AI to save time on repetitive or low-value-added tasks
• Converting images into usable tables
• Importing data into Sage BOB from an AI-generated Excel file (accounting and sales management)
• Interpreting accounting data using AI and formulating effective prompts
• AI-assisted productivity analysis
• Analysing accounting results using AI

At the end of the training course, participants will be able to download a certificate of attendance issued by the House of Training from the learner portal.

The training course takes a practical, hands-on approach, combining:

• Practical demonstrations in Sage BOB and using AI tools
• Practical exercises enabling participants to immediately apply the techniques presented
• Real-life case studies based on common accounting scenarios
• Guided interactions and collaborative development of prompts tailored to participants’ needs
• A combination of theory and practice to ensure clear understanding and immediate application