Features
- Save Time on Repetitive Tasks
- Improve Reporting Productivity
- Work More Effectively with Financial Information
- Automate Routine Workflows
- Develop Practical AI Skills
Automate Financial Tasks. Improve Productivity. Work Smarter with AI.
Discover how artificial intelligence and no-code automation can transform everyday finance and accounting activities. Learn to use ChatGPT, Google Gemini and n8n to streamline financial workflows, process documents, analyse information and improve reporting efficiency.
This practical, two-day live online course introduces finance and accounting professionals to real-world applications of AI and workflow automation.
Bring AI and Automation into Your Finance and Accounting Work
No programming or previous AI experience is required.
What You Will Learn
- Understand practical applications of AI in finance and accounting.
- Identify repetitive financial tasks suitable for automation.
- Use ChatGPT and Google Gemini for finance-related activities.
- Write effective prompts for financial documents and reporting.
- Summarise and extract information from financial documents.
- Use AI to support invoice and expense information processing.
- Analyse financial information and spreadsheet data with AI assistance.
- Generate financial summaries and management commentary.
- Understand the fundamentals of no-code workflow automation.
- Create simple automated workflows using n8n.
- Explore AI-powered automation for routine finance processes.
- Apply appropriate data security, validation and human-review practices.
Start Using AI to Transform Your Finance and Accounting Work
Curriculum
- 10 Sections
- 49 Lessons
- 2 Days
Expand all sectionsCollapse all sections
- Module 1: Introduction to AI in Finance and Accounting5 Items
- Module 2: AI Tools for Finance Professionals7 Items
- 2.1Introduction to ChatGPT and other AI assistants
- 2.2Using AI for everyday finance and accounting tasks
- 2.3Writing effective prompts for financial activities
- 2.4Generating summaries and structured outputs
- 2.5Reviewing and validating AI-generated results
- 2.6Automated Data Validation, Cleansing, and Error Detection
- 2.7Structured vs. Unstructured Financial Data in AI Systems
- Module 3: AI for Excel and Financial Data Analysis5 Items
- Module 4: Invoice, Expense and Document Processing4 Items
- Module 5: Automating Accounts Payable and Receivable4 Items
- Module 6: AI-Powered Financial Reporting6 Items
- 6.1Preparing financial reports with AI assistance
- 6.2Generating management summaries
- 6.3Explaining budget and actual variances
- 6.4Reviewing and validating financial outputs
- 6.5Automating Financial Statement Preparation via AI Prompt Engineering
- 6.6Natural Language Generation (NLG) for Narrative Financial Reporting
- Module 7: AI for Auditing, Fraud Detection and Compliance4 Items
- Module 8: Workflow Automation for Finance Departments3 Items
- Module 9: AI for Budgeting, Forecasting and Financial Analysis6 Items
- 9.1Using AI to support budget preparation
- 9.2Analysing historical financial information
- 9.3Cash Flow Forecasting using AI-Based Time-Series Analysis
- 9.4Identifying trends and potential risks
- 9.5AI Integration within Financial Planning and Analysis (FP&A) Functions
- 9.6Predictive Analytics for Revenue and Expenditure Forecasting
- Module 10: Strategic AI Implementation and Data Security5 Items
It is a practical two-day course that introduces finance and accounting professionals to AI tools and no-code workflow automation for everyday financial activities.
No. The course focuses on business users and visual, no-code automation. No Python or programming knowledge is required.
The course covers ChatGPT/OpenAI and Google Gemini, along with N8N for workflow automation.
Yes. You will explore AI-assisted invoice information extraction and a practical automated invoice workflow using sample information.
Yes. AI can support financial summarisation, report preparation, commentary and data interpretation. All outputs should be reviewed before professional use.
Yes. It is designed for both operational finance professionals and managers who want to identify practical opportunities for AI and automation.
Yes. You will work on guided exercises and a practical finance automation project using sample or authorised information.
Yes, after completing this course, you will receive a certificate of completion to validate your achievement.
Our online live courses are available during day time for all time zones. Please contact us to book your dates.
Lessons:
