Prompting for Reliable, Auditable Answers
For accounting and advisory firms and in-house finance teams.
Build confidence in the work you put your name to
A useful AI answer needs more than clear wording. It needs the right source, a defined task and a review process that catches missing facts, incorrect calculations and unsupported conclusions.
Work through expense-policy, document-review, invoice and reporting cases for a fictional Australian business. Practise the full process: write the brief, inspect the answer, correct the issues and retain a clear record of what you checked.
| By the end, you will be able to | Practical output |
|---|---|
| Ask focused questions and verify the supporting wording | A source-backed document review |
| Compare versions without overlooking material deletions | A contract-change workpaper |
| Extract records and identify missing or inconsistent information | An extraction and exception register |
| Draft concise commentary without inventing causes | A management update ready for review |
| Reuse prompts with clear checks and ownership | Five adapted team prompt records |
Use the tool your team already approves
The course applies to ChatGPT, Claude and Microsoft Copilot. You can complete the core exercises in one approved tool. An optional comparison activity helps you assess a second tool using the same finance case and expected results.
It draws on official prompting guidance from OpenAI Academy, Claude Academy and Microsoft Learn, with EAI finance exercises, worked answers and review templates.
Software subscriptions are separate. You do not need access to all three platforms.
Your learning path
Seven modules and 17 lessons, followed by a practical case and knowledge check. Each lesson includes a prompt, an exercise and a worked answer.
▸1. What makes an answer defensible3 lessons · approximately 40 minutes
- ✓Why answers vary and what to verify
- ✓Writing a complete task brief
- ✓Handling missing information and conflicting instructions
▸2. Working with documents3 lessons · approximately 43 minutes
- ✓Finding answers in a document
- ✓Separating exact quotations from interpretation
- ✓Comparing versions and identifying deletions
▸3. Extracting and checking structured data3 lessons · approximately 45 minutes
- ✓Defining fields before extracting data
- ✓Building completeness and exception checks
- ✓Deciding how much verification is needed
▸4. Writing for clients and management3 lessons · approximately 40 minutes
- ✓Drafting from an approved brief
- ✓Applying a professional house style
- ✓Shortening a draft without removing necessary qualifications
▸5. Research and citation2 lessons · approximately 29 minutes
- ✓Building a claim-to-source record
- ✓Testing unsupported claims and apparent confidence
▸6. Reviewing and challenging work2 lessons · approximately 28 minutes
- ✓Reviewing a calculation or draft
- ✓Challenging a conclusion fairly
▸7. Your team prompt library1 lesson · approximately 14 minutes
- ✓Maintaining a tested prompt library
Allow approximately 4 hours 45 minutes, including reading, practice, the final case and the knowledge check. This is self-paced written training with practical exercises.
Materials you can return to at work
- ✓A downloadable practice pack with fictional expense policies and claims, agreements, invoice records and a management-reporting case.
- ✓Seventeen adaptable prompts with worked answers and review guidance.
- ✓Templates for source checking, extraction, release notes and team prompt records.
- ✓A final practical case with a model answer and a 12-point self-review rubric.
- ✓A ten-question knowledge check with answer explanations.
The course takes you from an initial request to a checked work product. You will practise identifying what is missing, documenting exceptions and deciding what still needs a reviewer.
Created with a finance professional’s perspective
Angela Shi
Founder & CEO, Empathetic AI · Former fintech CFO · Finance educator
Angela brings more than 15 years of experience across financial services and FinTech, alongside her work developing AI applications and teaching finance and business professionals.
The course focuses on the questions that matter in professional work: what supports the answer, what needs checking, and what can be passed on to the next reviewer?
Before you enrol
▸Is this suitable for beginners?
Yes. No previous prompting experience or coding is required. You should be familiar with basic accounting, financial records and management reporting. The course introduces the prompting method and gives worked answers for each exercise.
▸How is this different from the Microsoft 365 Copilot course?
Course 1 focuses on completing finance workflows in Microsoft 365. This course develops prompting, source checking and review skills that transfer across ChatGPT, Claude and Microsoft Copilot. You do not need to complete Course 1 first.
▸Why take this alongside free provider training?
Provider training explains general techniques and product use. This course adds a connected finance case, deliberately flawed outputs to investigate, source-checking records, worked answers and a practical assessment. You practise applying the techniques to work that needs a clear explanation and review trail.
▸Which subscription do I need?
Use one organisation-approved account for ChatGPT, Claude or Microsoft Copilot. You can paste the supplied typed source text if uploads are unavailable. Search and file features depend on your account and settings. Check access before enrolling; software subscriptions are not included.
▸Will I need confidential client or employer documents?
No. All required exercises use fictional records supplied with the course. You can complete the course without uploading client, employee or employer information.
▸Does “auditable” mean the AI answer is guaranteed correct?
No. It means you learn to make the work traceable to sources, calculations and documented checks. AI output still needs professional review. The course does not provide an audit opinion or guarantee error-free answers.
▸How is the course delivered and assessed?
Self-paced written lessons and exercises, with downloadable text materials, worked answers, a self-assessed practical case and an interactive knowledge check. Allow approximately 4 hours 45 minutes. Individual instructor marking and live sessions are not included.
▸Will I receive a certificate?
Yes. Complete the course and pass the final knowledge check with at least 80% (8 correct answers out of 10) to receive your EAI Academy certificate of completion.
▸What is the price?
A$490 plus A$49 GST, for a total of A$539 including GST. The course price has been reduced from A$590 plus GST, a saving of A$100 before GST. This is a one-time course payment.
▸How long can I access the course, and what are the refund terms?
The Academy offers lifetime course access subject to its terms. Review the access and refund terms linked below before purchasing.
▸Can my employer enrol a team?
Yes. Use the team-enrolment link to review the Academy’s options for colleagues in a firm or an in-house finance function.
Access and refund terms · Team enrolment · Contact the Academy
Build a repeatable method for answers you can explain.
Practise with finance records, check your work against the answers and leave with prompts and templates you can adapt to your role.
A$539 including GST · One-time payment