It is mandatory for all participants to be equipped with a laptop (Microsoft OS, Windows 10, 4 gig ram, i5 core), pre-installed with either Microsoft Excel 2010, 2013, 2016 (full licence) or any latest version, to optimise the learning experience. If you have a Microsoft Office 365 subscription, you will need to have a locally installed Excel 365 application in your PC or laptop. Macros cannot be executed when the workbook containing them is opened in Excel online. Also, kindly note that Mac Excel version has limited Excel functionality.
This course focuses on building Artificial Intelligence (AI) Chatbots using tools like ChatGPT and Robotic Process Automation (RPA) bots, enabling participants to design and create intelligent chatbots for the accounting and finance sector.
Through hands-on exercises, participants will learn to develop custom chatbots which are trained using the data provided by the participants.
At the end of this course, you will be able to:
- Understand how ChatGPT and Copilot automate repetitive accounting and finance tasks.
- Utilise effective prompts for accurate, context-specific AI responses.
- Identify and mitigate prompt injection risks for secure AI usage.
- Build custom AI chatbots through hands-on sessions to create and deploy RPA-powered chatbots and custom GPT chatbots tailored to your data.
Programme Outline
Introduction to AI Chatbot, ChatGPT, and Copilot
- Understand their potential applications in business and personal productivity
- Explore the relevance of these tools in automating repetitive accounting and finance tasks
Fundamentals of Prompt Engineering for Chatbots
- Introduction to effective prompt engineering
- Use structured techniques for Q&A scenarios
- Best practices to get accurate and contextual responses from AI
Understanding and Mitigating Prompt Injection
- What is prompt injection, and why does it matter?
- Recognise vulnerabilities in chatbot setups
- Techniques to prevent and mitigate prompt injection risks
Hands-on session: Building Your Own AI Chatbot
- Introduction to Microsoft Power Automate as a Robotic Process Automation (RPA) tool.
- Create a workflow for the RPA robot to read custom data
- Upload and managing custom datasets (e.g., PDF documents)
- Integrate AI into the RPA to build a Q&A chatbot trained on the data
- Launch and Test Your Chatbots
- Managing AI token limits and spending effectively
- Discuss real-life accounting and finance applications and scaling opportunities
Hands-on session: Building Your Own Custom Versions of ChatGPT on the GPT Store
- Explore the enhanced capabilities of the paid version of ChatGPT
- Build a custom chatbot tailored to your data and specific use cases
- Design Context-Rich Prompts for Custom ChatGPT
- Configure key settings for optimal performance
- Prepare your chatbot for publishing on the GPT Store
- Launch and test your custom GPT for real-world applications
Training Methodology
Facilitated learning which includes classroom or practical sessions in a workshop.
Closing Date for Registration
1 Week before Programme or Until Full Enrolment.
Intended For
Accounting and finance professionals interested in integrating AI-driven chatbots into their workflows. This includes individuals looking to enhance productivity and automate routine tasks by developing custom chatbots using ChatGPT and RPA bots. The course is suitable for those seeking practical, hands-on knowledge in building AI chatbots specifically tailored to the accounting and finance sector.
Competency Mapping
Category 5 = 7.00 Hours
Schedule & Fees
Date & Time
02 Jul 2025 (9:00 AM - 5:00 PM)
Fee (inclusive of GST)
SGD pricing -
For Members:
$ 406.57
For Non-Members:
$ 485.05
Programme Facilitator(s)
Daryl Aw
Venue
60 Cecil Street
ISCA House
Singapore 049709
Testimonial
Funding
1] NTUC Union Training Assistance Programme (UTAP)
UTAP (Union Training Assistance Programme) is an individual skills upgrading account for NTUC members.
NTUC members enjoy 50% *unfunded course fee support for up to $250 each year when you sign up for courses supported under UTAP. NTUC members aged 40 and above can enjoy higher funding support up to $500 per individual each year, capped at 50% of unfunded course fees, for courses attended between 01 April 2024 and 31 March 2025. *This excludes miscellaneous fees such as GST and registration fee etc.
This course is approved for UTAP support for intakes conducted between 19 March 2025 – 31 March 2027.
As UTAP is given on calendar year basis, and calculated based on year of training taken, it cannot be accumulated.
- Maintained paid-up NTUC membership before course, throughout course duration and at the point of claim and;
- Course by training provider must be supported under UTAP and training must commence within the supported period and;
- Unfunded course fee must not be fully sponsored by company or other types of funding
- Unfunded course fee must be S$20.00 and above, and;
- Member must achieve a minimum of 75% attendance for each application and sat for all prescribed examination(s), if any and;
- UTAP application must be made within 6 months after course ends.
To submit for UTAP claims, please visit http://skillsupgrade.ntuc.org.sg/. Terms and conditions apply.
Should you have queries on the funding scheme, you can email to UTAP@e2i.com.sg or call NTUC Membership Hotline at 6213-8008
Programme Facilitator(s)
Daryl Aw
Daryl Aw is the founder and Managing Director of Skybots Pte Ltd in Singapore. Skybots provides automation solutions for accounting, tax, audit, corporate secretarial, finance and sustainability processes, helping companies in their digital transformation journey. These solutions involve using Robotics Procession Automation (RPA), data analytics and Artificial Intelligence tools such as ChatGPT to automate tedious and repetitive processes for companies to successfully achieve significant productivity gains. These robots can be seen here: https://www.skybotssg.com/
He was previously a lecturer in Singapore Polytechnic leading the accounting faculty in RPA and Sustainability projects. He was the lead in Strategic Partnerships leading collaborations with the Singapore Accountancy Commission (SAC), the Institute of Singapore Chartered Accountants
(ISCA) and the National Council of Social Services (NCSS).
He has overseen the implementation of more than 100 robots for more than 300 organisations. In 2021, he emerged as the champion at the ISCA RPA Hackathon. In 2022, he was nominated for The President’s Awards for Teachers.
Before joining Singapore Polytechnic, he was an auditor with EY Singapore providing auditing services to public listed and private companies in various industries. He is a Chartered Accountant with ISCA.
It is mandatory for all participants to be equipped with a laptop (Microsoft OS, Windows 10, 4 gig ram, i5 core), pre-installed with either Microsoft Excel 2010, 2013, 2016 (full licence) or any latest version, to optimise the learning experience. If you have a Microsoft Office 365 subscription, you will need to have a locally installed Excel 365 application in your PC or laptop. Macros cannot be executed when the workbook containing them is opened in Excel online. Also, kindly note that Mac Excel version has limited Excel functionality.
This course focuses on building Artificial Intelligence (AI) Chatbots using tools like ChatGPT and Robotic Process Automation (RPA) bots, enabling participants to design and create intelligent chatbots for the accounting and finance sector.
Through hands-on exercises, participants will learn to develop custom chatbots which are trained using the data provided by the participants.
At the end of this course, you will be able to:
- Understand how ChatGPT and Copilot automate repetitive accounting and finance tasks.
- Utilise effective prompts for accurate, context-specific AI responses.
- Identify and mitigate prompt injection risks for secure AI usage.
- Build custom AI chatbots through hands-on sessions to create and deploy RPA-powered chatbots and custom GPT chatbots tailored to your data.
Programme Outline
Introduction to AI Chatbot, ChatGPT, and Copilot
- Understand their potential applications in business and personal productivity
- Explore the relevance of these tools in automating repetitive accounting and finance tasks
Fundamentals of Prompt Engineering for Chatbots
- Introduction to effective prompt engineering
- Use structured techniques for Q&A scenarios
- Best practices to get accurate and contextual responses from AI
Understanding and Mitigating Prompt Injection
- What is prompt injection, and why does it matter?
- Recognise vulnerabilities in chatbot setups
- Techniques to prevent and mitigate prompt injection risks
Hands-on session: Building Your Own AI Chatbot
- Introduction to Microsoft Power Automate as a Robotic Process Automation (RPA) tool.
- Create a workflow for the RPA robot to read custom data
- Upload and managing custom datasets (e.g., PDF documents)
- Integrate AI into the RPA to build a Q&A chatbot trained on the data
- Launch and Test Your Chatbots
- Managing AI token limits and spending effectively
- Discuss real-life accounting and finance applications and scaling opportunities
Hands-on session: Building Your Own Custom Versions of ChatGPT on the GPT Store
- Explore the enhanced capabilities of the paid version of ChatGPT
- Build a custom chatbot tailored to your data and specific use cases
- Design Context-Rich Prompts for Custom ChatGPT
- Configure key settings for optimal performance
- Prepare your chatbot for publishing on the GPT Store
- Launch and test your custom GPT for real-world applications
Training Methodology
Facilitated learning which includes classroom or practical sessions in a workshop.
Closing Date for Registration
1 Week before Programme or Until Full Enrolment.
Intended For
Accounting and finance professionals interested in integrating AI-driven chatbots into their workflows. This includes individuals looking to enhance productivity and automate routine tasks by developing custom chatbots using ChatGPT and RPA bots. The course is suitable for those seeking practical, hands-on knowledge in building AI chatbots specifically tailored to the accounting and finance sector.
Competency Mapping
Category 5 = 7.00 Hours
Programme Facilitator(s)
Daryl Aw
Daryl Aw is the founder and Managing Director of Skybots Pte Ltd in Singapore. Skybots provides automation solutions for accounting, tax, audit, corporate secretarial, finance and sustainability processes, helping companies in their digital transformation journey. These solutions involve using Robotics Procession Automation (RPA), data analytics and Artificial Intelligence tools such as ChatGPT to automate tedious and repetitive processes for companies to successfully achieve significant productivity gains. These robots can be seen here: https://www.skybotssg.com/
He was previously a lecturer in Singapore Polytechnic leading the accounting faculty in RPA and Sustainability projects. He was the lead in Strategic Partnerships leading collaborations with the Singapore Accountancy Commission (SAC), the Institute of Singapore Chartered Accountants
(ISCA) and the National Council of Social Services (NCSS).
He has overseen the implementation of more than 100 robots for more than 300 organisations. In 2021, he emerged as the champion at the ISCA RPA Hackathon. In 2022, he was nominated for The President’s Awards for Teachers.
Before joining Singapore Polytechnic, he was an auditor with EY Singapore providing auditing services to public listed and private companies in various industries. He is a Chartered Accountant with ISCA.