Event Information
Event code ESEMEF348L01 Language Cantonese
Event name Digitalization Series – Small and Medium Companies Plan, Adopt and Implement AI Tools for Daily Operation (archived session)
CPD hours 1.50
Competency Information Technology Sub-Competency Technology-related upgrades and implementations
Level 2 - Intermediate
Contact Payment & Enrolment at enrolment@hkicpa.org.hk / 2287 7381 or Course Information at online@hkicpa.org.hk / 2287 7435
Description

Digitalization Series – Small and Medium Companies Plan, Adopt and Implement AI Tools for Daily Operation (archived seminar) (ESEMEF348L01)

This e-seminar outlines how small accounting firms in Hong Kong can plan, adopt, and implement AI tools to streamline daily operations. It covers AI technologies like OCR, machine learning, and predictive analytics for automating bookkeeping, invoicing, reconciliation, and compliance tasks. Case studies from HSBC and Sleek Hong Kong show real-world benefits such as reduced manual work, improved accuracy, and faster reporting.

This e-seminar will also include platform comparisons (Xero, QuickBooks, Osome), KPI benchmarks, and a roadmap for regulatory compliance with HKMA and IRD. Firms are encouraged to pilot AI tools, train staff, and scale gradually for optimal efficiency and cost savings.

After joining this e-seminar, participants will:

  • Understand how small accounting firms can plan, adopt, and implement AI tools for daily operations.                                   
  • Gain knowledge of key technologies like OCR, machine learning, and predictive analytics.                                                                          
  • Explore practical use cases for automated bookkeeping, invoice processing, bank reconciliation, and compliance reporting.      
  • Review case studies from firms using AI tools (e.g., HSBC, Sleek Hong Kong).                                                                            
  • Compare platforms such as Xero, QuickBooks, and Osome for AI compatibility.                                                                       
  • Learn a step-by-step roadmap for AI adoption, including pilot testing and staff training.
  • Identify KPI benchmarks to measure success and operational impact.

​​Notice

This course operates under a learning management system (LMS) designed to enhance the learning experience. The course will be available to LMS-registered users within 24 hours. (Note: first-time user will receive an activation email shortly from no-reply@lmsmailbox.hkicpa.org.hk containing instructions to activate an LMS account.) The viewing period for the course is 180 days.

Offline enrolment form

 

Event Date
Date / Time CPD hours Notes
22 May 2026 00:00 - 31 Dec 2099 23:59 1.50 *** You will have unlimited access to this e-programme within 180 days after registration. ***
Fee Information
Type Fee (HKD)
Enrolment Member Fee 160.00
Student Fee 160.00
Non Member Fee 360.00
Enrolment Date
Enrolment from 22 May 2026 (00:00) to 31 Dec 2099 (23:59)
Series
ESEMEF242L01 - Digitalization Series: How can GPT Reconstruct Your Business (archived session) (08 Aug 2024 00:00 - 31 Dec 2099 23:59)
ESEMEF244L01 - Digitalization Series: Empowering Business with Data Analytics: Strategies and Insights (archived session) (10 Oct 2024 00:00 - 31 Dec 2099 23:59)
ESEMEF310L01 - Digitalization Series – AI-powered Digital Tools Tailored for Accountants in Hong Kong (archived session) (30 Sep 2025 00:00 - 31 Dec 2099 23:59)
ESEMEF311L01 - Digitalization Series – Cybersecurity and Data Management (archived session) (30 Sep 2025 00:00 - 31 Dec 2099 23:59)
ESEMEF312L01 - Digitalization Series – Data Analytics for Accounting and Finance (archived session) (30 Sep 2025 00:00 - 31 Dec 2099 23:59)
ESEMEF313L01 - Digitalization Series – Transformation Management and Change Management in Digitization Processes (archived session) (30 Sep 2025 00:00 - 31 Dec 2099 23:59)
ESEMEF314L01 - Digitalization Series – Impact of AI, Cybersecurity and Digital Transformation (archived session) (30 Sep 2025 00:00 - 31 Dec 2099 23:59)
ESEMEF347L01 - Digitalization Series – AI Algorithms for Regulatory Compliance: Transparent and Accountable Solutions (archived session) (06 May 2026 00:00 - 31 Dec 2099 23:59)
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EWEB26062401 - Live webinar: Digitalization Series – AI in Accounting: From Bookkeeping to Business Intelligence (24 Jun 2026 (13:00 - 14:00))
EWEB26070701 - Live webinar: Digitalization Series - Recognize and Avoid Scams: Protecting Yourself in a Digital World (07 Jul 2026 (12:00 - 13:00))
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