Mastering AI for accounting firms
Every time data moves from one system to another, someone retypes it — and invoice-by-invoice checking eats the day. This training gives that time back, from concept to automation with Claude Desktop, respecting tax confidentiality and with no programming at all.
“AI reconciles and drafts, you review and sign”
The routine that eats your firm's day
The training tackles the tasks that consume the most time in Tax, Payroll and coordination.
Retyping between systems
Every handoff between SIEG, Domínio and Gestta still requires typing the same data again, by hand.
Statement × ledger reconciliation via VLOOKUP
Hours per client cross-checking statement and ledger with VLOOKUP, when you only need to see the discrepancies.
CFOP/NCM/CST checking invoice by invoice
Manual review, item by item, on a sample that never fits the day — and that's where the penalty risk lives.
Payroll entry in the import layout
Field-by-field typing into Domínio's layout, instead of a CSV ready to review and import.
Tax Reform notices by regime
Writing from scratch, client by client, the explanation per regime (Simples, Presumido, Real).
Spreadsheet with a broken formula or VLOOKUP
Hunting by eye for the formula that stopped adding up in the reconciliation spreadsheet, with no idea where it broke.
The size of the queue AI tackles
Real diagnostic from a pilot firm (~320 clients), captured before the program.
Real diagnostic from a pilot firm, captured before the program. Results vary by firm and by usage maturity.
The program — 7 modules, from concept to automating the routine
Approximate hours per module; the final schedule is agreed with the client. Each module includes handouts, study guides, podcasts and a certificate of completion.
Day 1 — Fundamentals and day-to-day practice
~9h- What AI is (and what it isn't) + spotting where it gets things wrong~2h
- Prompting in the accounting context — the house rule and the output format~2h
- Project as RPA — a fixed general instruction and per-client memory~2h30
- File analysis + Skills: reconciliation, CFOP/CST and Payroll as CSV~2h30
Day 2 — Connecting, automating and closing with the Reform
~7h45- Connectors/MCP + Claude in Chrome, with least-privilege access~2h30
- Cowork, no-code automation and the 3 safety zones (🟢 file / 🟡 screen / 🔴 system)~2h25
- Claude for Excel + 2026 Tax Reform: notice by regime, always from the official source~2h50
Formats and investment
The same program, in the format that makes sense for your firm.
In-person, in-company
At your firm: a 2-day immersion + 1 week applying it to the real portfolio, with a check-in.
Online, live
Same program in an open cohort, with the instructor live and guided practice.
Terms according to cohort size and format. Includes handouts, study guides, slides, podcasts, infographics and a certificate of completion.
Your instructor
Ricardo Segura
Founder of OPEX Consultoria
Three decades in energy and management. Former director at Schneider Electric, IBGC-certified board member and holder of an Executive MBA from FGV, with operations in Brazil and the United States. He doesn't teach theory: he runs two companies that operate with AI every day.
Join the list for the next cohorts
Leave your details and we'll let you know as soon as an in-person or live online cohort for accountants opens.
Transparency and responsibility
- AI reconciles and drafts; the review and the signature are always yours. No obligation goes to the tax authority without human review.
- Tax and confidential data enter AI under your responsibility, with least-privilege access and review before any submission.
- There is no official connector for Domínio, Gestta or SIEG — integrating those systems with each other is a consulting project, outside the scope of the course.
- Independent OPEX training, with no affiliation, certification or endorsement from Anthropic. The metrics cited come from an internal pilot-firm diagnostic and vary by usage.