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Master AI Accountant & CPA Certification · Level 1

AI Foundations for Accounting

Move from foundational AI literacy to controlled, auditable applications across accounting, tax, audit, analysis, and firm operations.

Level
1
Modules
15
Estimated time
14 hours
Curriculum
Version 2026.2

Six-level pathway

Every level of the MAAC program

Levels are completed in order. Each has its own modules, knowledge checks, final examination, and certificate; Levels 3 to 5 add a reviewed capstone and Level 6 a teach-back assignment.

  1. Level 1 · Foundations

    AI Foundations for Accounting

    14 hours · 15 modules · Open for enrollment

    • Introduction to Artificial Intelligence
    • Professional Ethics
    • Prompt Engineering
    • Financial Accounting
    • Managerial Accounting
    • Tax
    • and 9 more
  2. Level 2 · Certified Professional

    Certified AI Accounting Professional

    14 hours · 5 modules · Open for enrollment

    • Accounting Prompting Patterns
    • Workpapers, Memos, and Close Documentation
    • Tax and Accounting Research Verification
    • Client Communication and Advisory Drafting
    • Confidentiality, Safeguards, and Audit Trails
  3. Level 3 · Advanced Operations

    Advanced AI Accounting Operations

    16 hours · 5 modules · Open for enrollment

    • Workflow Design for Accounting Engagements
    • Knowledge Bases and Retrieval for Firm Standards
    • Automation and Integrations in the Finance Stack
    • Quality Assurance and Escalation
    • Performance Measurement and Case Studies
  4. Level 4 · Master Certification

    Master AI Accountant & CPA Certification

    18 hours · 5 modules · Open for enrollment

    • Advanced Applications in Assurance, Tax, and Advisory
    • Governance and Accountability
    • Security, Privacy, and Vendor Assessment
    • Regulatory and Ethical Risk
    • Leadership, Implementation, and Independent Verification
  5. Level 5 · Automation Specialist

    AI Accounting Firm Automation Specialist

    16 hours · 5 modules · Open for enrollment

    • Agents and Orchestration in an Accounting Firm
    • APIs and Integrations With the Firm Systems of Record
    • Approval Gates and Role-Based Access in a Firm
    • Injection Defence, Engagement-File Logging, and Monitoring
    • Incident Response, Return Measurement, and the Implementation Project
  6. Level 6 · Certified Instructor

    Certified AI Accounting Instructor

    15 hours · 5 modules · Open for enrollment

    • Adult Learning and Session Design for Accounting Audiences
    • Facilitating Responsible AI for Accountants
    • Demonstrations, Labs, and Safe Practice Data
    • Assessment, Learner Support, and Accessibility
    • Instructor Ethics, Curriculum Accuracy, and the Teach-Back

Course outline

Level 1 in detail: what the curriculum covers

Each module connects core AI capability to the controls, judgment, and documentation expected in professional accounting work.

Module 01

3 lessons

Introduction to Artificial Intelligence

Understand how modern AI systems work, where they fail, and how to evaluate models and tools before introducing them into an accounting workflow.

  • Introduction to Artificial Intelligence: Professional Foundations 50 min
  • Controlled Workflows for Introduction to Artificial Intelligence 50 min
  • Applied Lab: Introduction to Artificial Intelligence 50 min

Module 02

3 lessons

Professional Ethics

Apply confidentiality, objectivity, due care, professional judgment, and accountability when AI contributes to client work or financial decisions.

  • Professional Ethics: Professional Foundations 50 min
  • Controlled Workflows for Professional Ethics 50 min
  • Applied Lab: Professional Ethics 50 min

Module 03

3 lessons

Prompt Engineering

Build repeatable prompts with clear context, constraints, source material, and verification steps for reliable accounting and finance outputs.

  • Prompt Engineering: Professional Foundations 50 min
  • Controlled Workflows for Prompt Engineering 50 min
  • Applied Lab: Prompt Engineering 50 min

Module 04

3 lessons

Financial Accounting

Use AI to support transaction classification, journal-entry preparation, reconciliations, close procedures, and financial reporting while preserving human review.

  • Financial Accounting: Professional Foundations 50 min
  • Controlled Workflows for Financial Accounting 50 min
  • Applied Lab: Financial Accounting 50 min

Module 05

3 lessons

Managerial Accounting

Strengthen budgeting, costing, forecasting, variance analysis, and management decision support with AI-assisted analysis and scenario modeling.

  • Managerial Accounting: Professional Foundations 50 min
  • Controlled Workflows for Managerial Accounting 50 min
  • Applied Lab: Managerial Accounting 50 min

Module 06

3 lessons

Tax

Use AI carefully for tax research, document extraction, planning scenarios, and workpaper preparation while recognizing citation, currency, and hallucination risks.

  • Tax: Professional Foundations 50 min
  • Controlled Workflows for Tax 50 min
  • Applied Lab: Tax 50 min

Module 07

3 lessons

Audit

Explore AI-assisted planning, risk assessment, evidence review, anomaly detection, sampling, and workpaper documentation without weakening professional skepticism.

  • Audit: Professional Foundations 50 min
  • Controlled Workflows for Audit 50 min
  • Applied Lab: Audit 50 min

Module 08

3 lessons

Financial Analysis

Analyze statements, ratios, cash flow, trends, anomalies, and forecasts, then turn the results into decision-ready explanations for stakeholders.

  • Financial Analysis: Professional Foundations 50 min
  • Controlled Workflows for Financial Analysis 50 min
  • Applied Lab: Financial Analysis 50 min

Module 09

3 lessons

Business Automation

Map accounting processes, identify suitable automation opportunities, define controls and exception paths, and measure operational value.

  • Business Automation: Professional Foundations 50 min
  • Controlled Workflows for Business Automation 50 min
  • Applied Lab: Business Automation 50 min

Module 10

3 lessons

Business Intelligence

Connect clean financial data to useful metrics, dashboards, and management reporting that support timely, traceable decisions.

  • Business Intelligence: Professional Foundations 50 min
  • Controlled Workflows for Business Intelligence 50 min
  • Applied Lab: Business Intelligence 50 min

Module 11

3 lessons

AI Security & Compliance

Protect financial and client data through access controls, retention rules, vendor assessment, monitoring, incident response, and documented governance.

  • AI Security & Compliance: Professional Foundations 50 min
  • Controlled Workflows for AI Security & Compliance 50 min
  • Applied Lab: AI Security & Compliance 50 min

Module 12

3 lessons

Building AI Agents

Design narrowly scoped accounting agents with approved tools, reliable data access, human approval gates, testing, and ongoing monitoring.

  • Building AI Agents: Professional Foundations 50 min
  • Controlled Workflows for Building AI Agents 50 min
  • Applied Lab: Building AI Agents 50 min

Module 13

3 lessons

Software Integration

Plan secure connections among AI tools, accounting platforms, data stores, and APIs with validation, reconciliation, and change management.

  • Software Integration: Professional Foundations 50 min
  • Controlled Workflows for Software Integration 50 min
  • Applied Lab: Software Integration 50 min

Module 14

3 lessons

Accounting Firm Growth

Turn AI capability into stronger client service, scalable advisory offerings, practical pricing, staff adoption, and responsible firm growth.

  • Accounting Firm Growth: Professional Foundations 50 min
  • Controlled Workflows for Accounting Firm Growth 50 min
  • Applied Lab: Accounting Firm Growth 50 min

Module 15

3 lessons

Future of Accounting

Assess emerging capabilities, regulation, workforce changes, and strategic choices so you can build an adaptable long-term AI roadmap.

  • Future of Accounting: Professional Foundations 50 min
  • Controlled Workflows for Future of Accounting 50 min
  • Applied Lab: Future of Accounting 50 min

Learning outcomes

What you will be able to do

  • Evaluate AI tools for accounting use cases, limitations, data handling, and control requirements.
  • Design prompts and review procedures that produce traceable, decision-ready work.
  • Apply AI to close, reporting, tax, audit, forecasting, and financial analysis workflows.
  • Automate repetitive processes without removing approvals, reconciliations, or accountability.
  • Plan secure integrations and narrowly scoped agents around trusted financial data.
  • Build a practical adoption roadmap for teams, clients, and the future of the profession.

Assessment

Level 1 Final Comprehensive Examination

The final assessment checks your ability to apply the curriculum across realistic accounting and finance scenarios, not simply recall terminology.

Questions
25
Time limit
90 minutes
Passing score
80%
Maximum attempts
3

Build an accounting AI practice you can defend

Start with the foundations, controls, and applied workflows covered across the complete Level 1 curriculum.

Independent professional education

MAAC is an independent professional education program offered by AI Coalition Network. It is not a professional license, does not replace licensing or regulatory requirements, and is not endorsed by any regulator, licensing authority, or professional body. No professional education hours or approvals are claimed.