AI & Accounting Automation Consultant

Elegant Enterprise-Wide Solutions, Inc.; India; On-site; INR 1,500,000 - 2,500,000; Full time

Job summary

Elegant Enterprise-Wide Solutions, Inc. is seeking an AI & Accounting Automation Consultant to modernize and streamline our accounting operations using AI tools and automation.

The role involves assessing workflows, integrating QuickBooks Desktop 2020, and applying AI-driven solutions to improve efficiency and accuracy. The candidate will develop AI-assisted reports, automate data collection, and create dashboards to enhance financial visibility.

Qualifications

• Hands-on accounting experience with workflows and financial reporting.
• Ability to assess processes and propose automation solutions.
• Strong analytical and communication skills.
• Experience translating business needs into automated workflows.
• Familiarity with AI-powered tools and automation concepts.

Responsibilities

• Assess existing accounting workflows and identify AI integration opportunities.
• Work with QuickBooks Desktop 2020 to streamline reconciliation, reporting, and analysis.
• Leverage AI subscriptions to automate repetitive accounting tasks.
• Automate collection and analysis of bank, card, and invoice data.
• Develop AI-assisted financial reports and management dashboards.
• Identify cost-saving opportunities and improve financial visibility.
• Propose integrations between QuickBooks, spreadsheets, AI tools, and apps.
• Document workflows and establish data validation and governance procedures.
• Implement solutions in a phased, measurable manner.

Job description

We're Hiring: AI & Accounting Automation Consultant

About the Role

We are looking for an experienced AI & Accounting Automation Consultant to help us modernize and streamline our accounting and financial operations using AI tools and automation.

We currently use QuickBooks Desktop 2020 and already have professional subscriptions to AI tools. We need someone who can assess our existing accounting workflows, identify automation opportunities, and implement practical AI-driven solutions to improve efficiency, accuracy, and financial visibility.

This role is ideal for someone who understands both accounting processes and AI-powered automation and can turn available technology into measurable business improvements.

Key Responsibilities

• Assess our existing accounting workflows and identify opportunities for AI integration and automation.
• Work with QuickBooks Desktop 2020 to streamline accounting, reconciliation, reporting, and financial analysis.
• Use existing AI subscriptions to automate repetitive accounting and finance tasks.
• Automate the collection, organization, and analysis of bank statements, credit card statements, brokerage statements, invoices, and receipts.
• Develop AI-assisted financial reports, expense analysis, cash flow summaries, and management dashboards.
• Identify recurring expenses, duplicate charges, unnecessary service fees, and potential cost-saving opportunities.
• Explore integrations between QuickBooks, spreadsheets, AI tools, and other business applications.
• Recommend practical solutions for data extraction, transaction categorization, financial reporting, and workflow automation.
• Establish appropriate data validation, confidentiality, and human-review procedures to ensure financial accuracy.
• Document workflows and provide recommendations for improving accounting efficiency and scalability.

Required Skills & Qualifications

• Hands-on experience with accounting systems, preferably QuickBooks Desktop.
• Strong understanding of accounting workflows, bank reconciliations, accounts payable, accounts receivable, and financial reporting.
• Practical experience using AI tools such as ChatGPT, Claude, Microsoft Copilot, or similar platforms.
• Experience with automation tools such as Power Automate, Zapier, Make, or comparable platforms.
• Proficiency in Microsoft Excel or Google Sheets, including financial data analysis.
• Ability to analyze existing processes and recommend practical, cost-effective automation solutions.
• Strong problem-solving, analytical, and communication skills.

Preferred Qualifications

• Experience integrating accounting systems with AI tools and automation platforms.
• Familiarity with QuickBooks Desktop data exports, APIs or supported integration methods, and migration considerations.
• Experience working with US accounting workflows and financial documentation.
• Knowledge of financial data security, access controls, and AI-related data privacy risks.
• Experience building automated reports and management dashboards.

Expected Outcomes

The successful candidate will help us:

• Reduce manual accounting and administrative work.
• Improve the speed and accuracy of financial reporting.
• Automate the analysis of bank and credit card statements.
• Identify cost‑saving opportunities and improve financial visibility.
• Make better use of our existing AI subscriptions.
• Develop a practical roadmap for further accounting automation.

Who Should Apply?

We are looking for a hands‑on professional who can evaluate, recommend, implement, and demonstrate working solutions—not someone who only provides theoretical advice.

Candidates should be comfortable understanding our current processes, proposing improvements, and implementing solutions in a phased and measurable manner.

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