Close the books faster.
Advise clients better.
4 curricula. 18 courses. Bookkeeping to tax prep to advisory. The complete AI accounting engine — with AICPA standards built into every workflow.
Built around AICPA standards. Not despite them.
Every workflow is structured around professional responsibility — not as a compliance sidebar, but as the foundation of every system you build.
AICPA Professional Standards Integration
ACT-01 workflows produce workpaper documentation that meets peer review standards. ACT-03 pipelines include IRC Section 6694 preparer responsibility checkpoints at every judgment point. Quality control is built into the AI workflow, not bolted on after.
Professional Liability Clarity
AI handles the volume work — categorization, pattern matching, data extraction, draft assembly. The professional handles the judgment work — materiality decisions, sign-off, advisory, preparer responsibility. Your liability profile gets clearer, not riskier, because every AI-assisted step is documented and traceable.
Audit-Ready Documentation
Every workflow produces audit-ready output by default. Categorization engines generate exception logs. Reconciliation workflows produce workpapers traceable to source documents. Your peer reviewer can evaluate AI-assisted work product the same way they evaluate manual work.
The compliance load is eating your advisory capacity.
Compliance bills at $100–$175/hour. Advisory bills at $250–$400/hour. The average firm spends 65–75% of its hours on compliance.
AI should fix that. But most firms have multiple people using AI multiple ways with no shared methodology, no quality controls, and no connection between the time saved and the advisory capacity gained.
Compliance hours flat, advisory revenue stalled
Your team experimented with AI. Your compliance-to-advisory ratio hasn't moved. Faster first drafts were never the bottleneck — systematic workflow redesign is.
Five tools, no methodology, no documentation trail
Everyone on the team has a preferred AI tool. Nobody has a shared process. The review partner can't tell which work product was AI-assisted — which means they can't assess the risk profile of any of it.
The "just use AI" directive with no professional framework
The managing partner said "integrate AI." What the firm needs is a methodology — workflows, review gates, documentation standards, and a training progression that gets staff to production-grade output.
Run the math on your practice.
Input your practice data. The calculator is honest even when the answer is "not worth it yet."
Compliance-to-Advisory Rate Calculator
One path. Four disciplines. Compliance compressed. Advisory expanded.
A single progression where each discipline builds on the one before.
Bookkeeping & Reconciliation
6 coursesTransaction categorization, bank reconciliation, receipt processing, and accounts management — the volume work where AI saves the most time.
Financial Reporting & Analysis
6 coursesReport generation, variance analysis, forecasting, and audit preparation — turning clean books into actionable financial intelligence.
Tax Planning & Preparation
6 coursesReturn preparation, deduction optimization, entity planning, and compliance workflows — with IRC-compliant review gates at every judgment point.
Client Advisory & Practice Management
6 coursesAdvisory service design, client communication, workflow management, and pricing strategy — converting recovered compliance hours into advisory revenue.
18 courses. Here's exactly what's inside each one.
Outcomes, not syllabi. Expand any track to see what you'll build.
| Course | What You'll Be Able to Do |
|---|---|
| Bookkeeping Foundations with AI | Set up AI-assisted bookkeeping workflows with documented controls and exception handling |
| Transaction Categorization | Build categorization engines that handle high-volume transaction classification with audit-ready logs |
| Bank Reconciliation | Design reconciliation systems where AI identifies matching patterns and flags discrepancies with traceable workpapers |
| Receipt & Document Processing | Set up receipt processing pipelines that extract, validate, and categorize data from unstructured documents at scale |
| Accounts Payable & Receivable | Automate AP/AR workflows with AI-powered matching, aging analysis, and exception routing |
| Bookkeeping Operations & Quality Control | Build quality control frameworks with documented exception rates and review procedures ready for peer review |
What you'll build: Categorization rules engine, reconciliation workflow, receipt processing pipeline, and quality control framework — peer-review-ready.
| Course | What You'll Be Able to Do |
|---|---|
| Financial Reporting Foundations with AI | Build AI-assisted report generation workflows that assemble financial statements from clean data |
| Report Generation & Assembly | Automate financial statement assembly with anomaly flagging and cross-period consistency checks |
| Variance Analysis | Design variance analysis systems where AI surfaces material deviations and generates preliminary explanations |
| Financial Forecasting | Set up forecasting models combining historical patterns with forward-looking inputs, documented assumptions and limitations |
| Audit Preparation | Build audit preparation checklists and documentation workflows that streamline the engagement process |
| Reporting Operations & Standards | Establish reporting standards, quality gates, and consistency frameworks across the practice |
What you'll build: Report assembly pipeline, variance analysis dashboard, forecasting framework, and audit preparation checklist — GAAP-aligned at every step.
| Course | What You'll Be Able to Do |
|---|---|
| Tax Preparation Foundations with AI | Build AI-assisted return preparation workflows with documented review gates at every professional judgment point |
| Return Preparation & Review | Automate data extraction, form population, and cross-reference checking with IRC-compliant review gates |
| Deduction Identification & Optimization | Design deduction identification systems that scan transaction data and flag potential deductions against current IRC provisions |
| Entity Structure Planning | Build entity planning decision frameworks with AI-assisted scenario analysis and tax impact modeling |
| Compliance & Regulatory Monitoring | Set up compliance monitoring workflows that track regulatory changes and flag affected client positions before filing deadlines |
| Tax Operations & Season Management | Manage tax season workflow, capacity planning, and team utilization with AI-powered scheduling and priority routing |
What you'll build: Return assembly workflow, deduction optimization checklist, entity planning framework, and compliance monitoring dashboard — with IRC Section 6694 checkpoints at every decision point.
| Course | What You'll Be Able to Do |
|---|---|
| Advisory Service Design | Design AI-powered advisory service packages that turn compliance data into actionable business intelligence clients will pay for |
| Client Communication & Reporting | Build client communication systems that generate draft reports, meeting agendas, and follow-up materials from existing workpapers |
| Workflow Management & Automation | Automate practice workflows — task routing, deadline tracking, and engagement management at scale |
| Practice Pricing & Profitability | Analyze realization rates, service profitability, and pricing strategy with AI-assisted practice analytics |
| Client Onboarding & Engagement | Build AI-powered onboarding workflows — engagement letters, scope definition, and client intake at scale |
| Advisory Operations & Scaling | Scale advisory services across the practice with capacity planning, utilization tracking, and team performance analytics |
What you'll build: Advisory service packages, client communication templates, workflow automation playbooks, and practice analytics dashboards — converting recovered compliance hours into advisory revenue.
18 courses doesn't mean you take 18 courses.
It means there's a path for where your practice is and where it's going.
The AI Accounting Readiness Assessment tells you where your practice stands across five dimensions — so you start where the ROI is highest, not where the list begins.
3 minutes. Honest answers only — the results are for you and your practice, not for us.
Example readiness score
Built for professionals who bill in 6-minute increments and learn between client calls.
15-minute lessons. Production workflows, not theory. Systems you deploy as you learn them.
Production workflows, not lectures
Understand the workflow, see it built, build your own version against real data, verify it meets professional standards. Every output is deployable.
Designed around busy season reality
15-minute lessons between client meetings. Exercises use your actual practice data. Within 30 days, the time invested is already being returned.
Professional standards built in, not bolted on
ACT-01 includes workpaper documentation standards. ACT-03 builds in IRC-compliant review gates. The framework is structural, not a sidebar.
Updated when AI moves, stable where standards don't
When AI models change, prompt libraries update within two weeks. The architectural thinking — how to structure a categorization engine, how to build reconciliation controls — doesn't expire.
The five things you're already thinking.
Correct — and nothing here suggests it should. AI handles volume work; the professional handles judgment work. Your liability profile gets clearer, not riskier, because every AI-assisted step is documented, traceable, and reviewable.
That's the problem this solves. 15-minute lessons that fit between client calls, using your actual practice data. Within 30 days, the time invested is already being returned through the system's output.
A two-day CPE conference costs $800–$1,500, takes the team offline for two days, and teaches concepts. This costs $100/month, takes 15 minutes per lesson, and produces deployable systems. The ROI calculator above runs your specific numbers.
You don't — and neither do the courses. Every workflow builds in verification at the points where accuracy matters most. AI handles the 85% that match clear patterns; the professional reviews the 15% that don't.
Production workflows, not concepts. Every lesson builds a real system you can deploy with documented controls and review gates. If you can't implement what you learned by the following Monday, we failed — 30-day full refund.
One membership. Every path. ~$33/course.
Accounting Path
- All 18 AI for Accounting courses
- Practice-specific workflows and templates
- Every curriculum update included
- Reimbursement request template
- Other professional paths
- Cross-path access
All-Access Membership
- All 18 AI for Accounting courses
- Every other Aiversity path included
- Practice-specific workflows and templates
- Every curriculum update included
- Reimbursement request template
- 30-day full refund guarantee
Team
- Everything in All-Access, per seat
- Admin dashboard & progress reporting
- Custom curriculum tracks
- Onboarding & enablement session
- Invoice & PO billing
- Dedicated support channel
~$33 per course. Less than a single CPE seminar. · 3-day free trial · 30-day full refund · Most employers reimburse
MONEY-BACK
30 days. If it doesn't change how you work, full refund. One email.
Accounting connects to everything. So does the membership.
Your membership includes every Aiversity path. Here's where accountants find the most natural next step.
AI for Finance
You do the books. This teaches the financial analysis that turns them into strategy.Investment research, portfolio analysis, financial modeling, and forecasting. Bridges the gap between what you report and what you advise on.
Explore FIN →AI for Legal
Tax planning, entity formation, and regulatory compliance — where accounting and legal overlap.Regulatory compliance workflows, entity formation analysis, and contract review — the legal dimensions of work you're already doing.
Explore LGL →AI for Leaders
You're a practitioner. This teaches you to run the firm.Strategic framework for firm-wide AI adoption — business case, roadmap, ROI measurement, and governance.
Explore BIZ →AI for Consulting
You advise clients on their books. This teaches you to advise them on their business.Engagement design, deliverable frameworks, and client management at scale. Natural extension of the advisory work in ACT-04.
Explore CON →This program does not constitute tax advice, financial advice, or professional accounting guidance. All AI-assisted work product requires review by a qualified CPA, enrolled agent, or licensed professional before use in any client engagement, filing, or advisory context. Aiversity Applied teaches AI workflow methodologies for accounting professionals — the professional judgment, preparer responsibility, and sign-off authority remain with the licensed practitioner at all times. Course content is educational in nature and does not replace the professional standards, continuing education requirements, or ethical obligations established by the AICPA, state boards of accountancy, or the Internal Revenue Service. CPE credit eligibility is subject to approval by relevant accrediting bodies and should not be assumed unless explicitly stated.
Less time on compliance. More time on advisory. Better realization rates on both.
$1,200 per year. 3-day free trial. Credit card required. 30-day full refund if any of it disappoints.
Questions? info@aiversity.io