AI for Finance
The finance department is one of those that can benefit most from Artificial Intelligence. Analysing large volumes of data, generating repetitive reports and forecasting cash flows are tasks that AI can dramatically accelerate without losing accuracy.
Who is it for
CFOs, controllers, accountants, treasury technicians, internal auditors and any professional working with financial data who wants to optimise their processes with AI.
Learning objectives
Automate monthly and quarterly financial report generation
Create AI-assisted cash flow forecasting models
Detect anomalies and errors in accounting data automatically
Analyse large volumes of financial data with structured prompts
Present complex financial information visually and comprehensibly
Course programme
Module 1: AI for financial reporting
- Automating monthly report generation from accounting data
- Creating executive financial summaries with generative AI
- Converting spreadsheet data into clear financial narratives
- Case study: generate a complete quarterly report in 15 minutes
Module 2: Financial forecasting and planning
- AI cash flow forecasting models: inputs, assumptions, scenarios
- Budget deviation analysis with analytical prompts
- Financial scenario simulation (optimistic, base, pessimistic) with AI
- Workshop: build a cash flow forecast model with AI
Module 3: Anomaly detection and control
- Identifying errors and anomalies in accounting entries with AI
- Automating bank reconciliation with data analysis tools
- Expense control: detecting unusual patterns and potential fraud
- Creating automatic alerts for significant deviations
Module 4: Financial visualisation and communication
- Generating financial charts and dashboards with AI
- Preparing board presentations with AI assistance
- Translating financial data into language understandable by non-finance staff
- Building your integrated AI financial workflow
Methodology
Intensive course with exercises on real (anonymised) financial data. Each participant works with their own spreadsheets and reports to immediately apply learning. We combine live demos with individual hands-on exercises and group case discussions. Small groups of maximum 12 people.
This course is designed for finance professionals who want to learn to use AI tools to automate financial report generation, improve cash flow forecasts, detect anomalies in accounting data and present financial information more clearly and actionably.
You will work with real spreadsheets, generative AI tools and data analysis techniques to build faster and more reliable financial processes.
Frequently asked questions
No. The course uses AI tools that work with natural language — no programming knowledge required. If you have experience with Excel, Google Sheets or any accounting ERP, you have a sufficient level to make the most of the course.
In the course we teach how to use AI as an assistance tool, not for automatic decision-making. We work with verification and validation protocols that ensure critical data always goes through human review. You will learn to configure quality checks within your workflow.
Yes, in fact we recommend it. We provide an anonymisation protocol for working with sensitive data securely. If you prefer not to bring your own data, we have practice datasets that simulate realistic financial scenarios.
We use ChatGPT and Claude for data analysis and report generation, combined with advanced Excel/Sheets usage techniques with AI. We also cover specialised data analysis tools and how to integrate AI with accounting ERPs.