Find the right AI tools for any job, task or industry.FToolPricing not verified
FloQastFinancial close automationAI agents that automate reconciliations, close workflows and journal entries with human approval and an audit trail.
Accounting teams that want an auditable, human-approved close.
AI SKILLS · Finance, accounting & investment
Review AI-assisted close & reconciliations
Check AI-matched transactions, suggested journal entries and variance explanations before they reach the ledger.
Why this skill matters
Close automation can reduce manual work, but an unreviewed match or accrual flows straight into reported numbers.
What to learn
- Trace every AI-suggested match or entry to its source document
- Set review thresholds by amount, account and risk
- Keep an audit trail of who approved what and why
Before you begin
Double-entry bookkeeping and spreadsheet basics
PUT IT INTO PRACTICE
Build a work sample
Reconcile a synthetic bank statement against a sample ledger with an AI tool, then review every suggested match and record which you rejected and why.
Evidence of progress
A reviewed reconciliation with exceptions, rejected matches and an approval log.
This exercise is an original ToolGrail suggestion. Use public, synthetic, or approved data.
LEARNING RESOURCE
ICAEW artificial intelligence resources for accountants (background hub, not a step-by-step lesson)
ICAEW · Resource checked 2026-11-13
Open learning resource ↗This may be documentation, a framework, or a training path. Product access, accounts, or paid licenses may be needed for hands-on exercises.
Tools you could practice with
Chosen by an editor because they support this exercise. They are examples, not requirements or endorsements: use a tool you already have access to, with synthetic or approved data, and check its evidence level.
BToolPricing not verified
BlackLineFinancial close automationAgentic AI platform that automates record-to-report and invoice-to-cash work for finance and accounting teams.
Enterprise controllers and close teams standardising reconciliations.
NTool + MCPPricing not verified
NumericFinancial closeAI-assisted close management and flux analysis for accounting teams.
Controllers and accounting managers.
TToolPricing not verified
TrintechFinancial close automationCloud financial close and account reconciliation software for finance and accounting professionals.
Mid-size and large finance teams reconciling high transaction volumes.
Skill descriptions, exercises, and priorities are editorial. They are not professional qualifications or guarantees of employment. Read our skills methodology →