AI Deep Dive June: Build Your GL Audit System: Catch What Slips Through

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Build Your GL Audit System: Catch What Slips Through | AI Deep Dive with Jan Haugo

1 CPE Credit Available

Field of Study - Business Management & Organization

Speaker: Jan Haugo, Founder of smartaccountant.ai

The Data Entry Validation tool stops errors at the gate. But some slip through anyway — wrong coding, subtle duplicates, vendor mismatches that don't trigger immediate flags. That's where systematic post-entry QA comes in. In this Deep Dive, you'll build and configure your own GL Error Detection System — the same one that catches 8 different classes of problems. You'll understand each check, know when to run it, and how to interpret findings for client review meetings, pre-audit prep, and staff coaching.

By the end of this session, attendees will be able to:

1. Identify the  classes of GL errors that commonly slip past initial data entry validation - including wrong account coding, subtle duplicates, vendor mismatches, and recurring pattern anomalies.
2. Build and configure a GL Error Detection System using AI that systematically catches post-entry errors before they reach month-end close.
3. Determine when and how often to run each QA check based on their firm's workflow - whether it's daily, weekly, or tied to specific close milestones.
4. Interpret GL error findings and translate them into actionable outputs for client review meetings, pre-audit prep, and staff coaching conversations.

Cost: Free

CPE Credits: 1

Subject Area: Business Management & Organization

Course Level: Basic

Instructional Method: Group Internet Based

Prerequisites: None

Advanced Preparation: None

Who Should Attend: CPA, Bookkeeper, Accountant, Enrolled Agents, Tax Preparer

This is a premium content member's only training event. You can learn more and join the program here. Annual membership is $599. The program includes 3 monthly CPE webinars with 1-2 hours of Q&A following each event plus access to members only content throughout the year.