Finance & Bookkeeping
Understand your numbers, chase what you're owed, and walk into tax season without dread.
4 lessons · about 40 minutes · free · self-paced
Built for Owners, Not Engineers.
For owners who want their numbers organized and understandable — without becoming an accountant.
Like every part of the AltaPro AI School, this track is free AI training built for Alberta business owners: short lessons, a coached "try it" task on your own business, and Alta — the AI coach — swapping every example to fit your industry.
Lessons
4
Time Required
~40 min
Level
Capable
Price
Free
Capstone
Your Money Questions
Badge
Numbers Boss
What You'll Learn.
Sort Receipts and Expenses in Minutes
~10 minUse AI to read your messy pile of receipts, pull out the numbers, and sort them into categories you can hand to your bookkeeper — while you verify every dollar yourself.
Understand Your Numbers in Plain English
~10 minPaste your own totals into AI and have it explain what they mean in plain language — margins, trends, where cash is going — so you make decisions from your numbers instead of avoiding them.
Chase Unpaid Invoices and Get Paid
~9 minUse AI to write firm, friendly payment reminders that actually get answered — a polite nudge, a real follow-up, and a final notice — without you dreading the awkward conversation.
Get Ready for Tax Season Without the Panic
~11 minUse AI to build your tax-season checklist, organize your documents, and turn accountant jargon into plain English — so you show up prepared, not panicking, with a real accountant still in the driver's seat.
Free · online · self-paced · Alberta
72 Free Lessons. Start with This One.
Enrol free at the School and start Finance & Bookkeeping today — or, if you'd rather have the systems built for you, the 30-minute call maps exactly what to automate first.
Up next: AI for Marketing