ChatGPT Vision for Financial Analysis

Overview

This course offers an in-depth exploration of the “vision” capabilities of ChatGPT specifically tailored for accountants. The session demonstrates how artificial intelligence can interpret and analyze visual content to revolutionize financial management. The curriculum covers a wide range of applications, from understanding GPT Vision and its unique benefits to leveraging aerial and street view imagery for comprehensive financial analysis. Through detailed case studies, participants will learn how to access and utilize GPT Vision effectively, incorporating it into tasks like data visualization, text and object recognition from images, and the use of descriptive, diagnostic, predictive, and prescriptive (DDPP) analysis methods to enhance decision-making processes.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Highlights

The major topics that will be covered in this course include:

• Introduction to GPT Vision - Understanding the fundamentals of GPT Vision and its capabilities.
• Advantages of Vision Mode Research - Exploring the unique benefits of visual data analysis over traditional methods.
• Accessing GPT Vision - Guidance on how to access and utilize GPT Vision capabilities.
• Financial Screenshot Analysis - Techniques for analyzing financial documents and reports through screenshots.
• Operational Insights from Visual Data - Using images to gain insights into operational processes and asset management.
• Integration with Google Maps  - Learning how to combine ChatGPT's vision capabilities with mapping technologies for enhanced spatial analysis.
• DDPP Analysis - Applying descriptive, diagnostic, predictive, and prescriptive analysis to visual data.
• Sentiment and Facial Expression Analysis - Techniques for interpreting emotions and sentiments in images to gauge client and employee feedback.
• Body Language Interpretation - Analyzing body language in images to understand non-verbal cues in business contexts.
• Effective Photo Capturing Techniques - Best practices for taking photos that provide optimal insights for financial analysis.

Prerequisites

None

Designed For

The course is designed for CPAs and accounting professionals who want to incorporate AI-driven visual data analysis into their financial management processes

Objectives

After attending this presentation, you will be able to...

• Identify the capabilities and features of GPT Vision to enhance the understanding of how AI can analyze visual content in financial contexts.
• Recognize the unique advantages of using visual data analysis over traditional text-based data processing in accounting practices.
• Access GPT Vision tools to analyze financial screenshots and documents effectively.
• Analyze various types of financial and operational images to extract meaningful insights that can influence decision-making processes.
• Evaluate the effectiveness of integrating ChatGPT with Google Maps and Google Earth for spatial analysis in financial and strategic contexts.
• Create strategies using descriptive, diagnostic, predictive, and prescriptive analysis techniques to address complex financial challenges using visual data.
• Apply learned photo capturing techniques to produce high-quality images that maximize the accuracy and relevance of financial data analysis.

Preparation

None

Notice

This course is offered by a 3rd party vendor and will not be accessible in the My CPE Tracker section of the ISCPA website. Course access information will be emailed directly to you by CPA Crossings.