AI Course for Finance
Analysing large volumes of data, preparing the reports that come round every month and forecasting cash flow are tasks where AI can save a finance team time, as long as the figures are checked before anyone relies on them.
About the course
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.
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
4 modules
Tick what your team already does at work. We bring it to the first conversation: the training is prepared from your own tasks.
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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.
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.
Companies · Entrepreneurs
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.
We build the course around your team's tasks
Before we start, we look at what your team does and adapt the exercises to your documents and tools. We give you a price with no commitment and, if you are a company, we prepare the FUNDAE paperwork.