Generative AI for Accounting & Finance Professionals

Course overview

This practical course equips accounting and finance professionals with the knowledge and skills to use Generative AI to improve financial analysis, reporting, budgeting, forecasting, audit support, research, and day-to-day accounting tasks. Participants will learn how to use AI tools responsibly to automate repetitive activities, generate insights from financial information, prepare professional reports, develop effective prompts, and enhance decision-making while maintaining accuracy, confidentiality, professional ethics, and regulatory compliance.

Course objectives

• Key Objectives By the end of the course, participants will be able to: Apply Generative AI to accounting and finance workflows. Write effective prompts for financial tasks. Use AI for financial analysis and interpretation. Generate and improve financial reports and management summaries. Support budgeting, forecasting and scenario analysis with AI. Use AI for audit planning, documentation and risk identification. Apply AI to tax research and financial compliance activities. Identify errors, inconsistencies and anomalies in financial information. Automate repetitive accounting and administrative tasks using AI. Apply appropriate data privacy, ethics and professional judgment when using AI.

Who should attend

Course content

• Module 1: Introduction to Generative AI in Finance Understanding Generative AI and Large Language Models AI capabilities and limitations in accounting and finance Current applications of AI in financial functions Opportunities for finance professionals AI
• Module 2: AI Tools for Accounting & Finance Introduction to ChatGPT and similar AI tools AI tools for research, analysis and reporting Using AI with Excel and spreadsheets AI-assisted document and presentation preparation Selecting the right AI tool for d
• Module 3: Prompt Engineering for Finance Professionals Fundamentals of effective prompting Designing finance-specific prompts Role, context, task and output instructions Prompting for calculations, analysis and reporting Creating reusable prompt templates
• Module 4: AI-Assisted Financial Analysis Analysing financial statements with AI Income statement, balance sheet and cash-flow analysis Ratio analysis Trend and variance analysis Identifying financial risks and anomalies Generating management insights from
• Module 5: Generative AI for Excel & Spreadsheet Analysis Preparing financial data for AI analysis AI-assisted Excel formulas and functions Data cleaning and transformation Creating financial summaries Generating charts and analytical narratives Detecting
• Module 6: Budgeting, Forecasting & Financial Planning AI-assisted budgeting Revenue and expenditure forecasting Scenario and sensitivity analysis What-if analysis Cash-flow forecasting AI-supported financial planning and decision-making
• Module 7: AI for Accounting Operations Accounts payable and receivable Invoice and transaction analysis Bank reconciliation support Expense analysis Journal-entry review Month-end and year-end reporting support Automating repetitive accounting activities
• Module 8: AI for Auditing & Internal Controls AI-assisted audit planning Audit documentation and working papers Risk assessment Identifying unusual transactions Internal-control analysis Fraud-risk indicators Generating audit queries and checklists
• Module 9: AI for Tax & Regulatory Research AI-assisted tax research Summarising tax regulations and policies Preparing tax research briefs Identifying compliance considerations Comparing regulatory requirements Verification of AI-generated tax information
• Module 10: Financial Reporting & Management Communication Preparing management reports with AI Executive summaries Financial commentary and narratives Board and management briefing documents Turning financial data into business insights AI-assisted presen
• Module 11: AI for Financial Modelling & Decision Support AI-assisted financial models Investment and business-case analysis Cost-benefit analysis Scenario modelling Risk and sensitivity analysis Supporting strategic financial decisions
• Module 12: AI Governance, Ethics & Data Protection Confidentiality of financial information Data privacy and protection AI hallucinations and inaccurate outputs Bias and responsible AI use Human oversight and professional judgment Intellectual property an
• Module 13: Practical Applications & Case Studies Accounting case studies Financial analysis exercises Budgeting and forecasting exercises Audit and fraud-risk scenarios Management reporting exercises Real-world finance workflows using Generative AI
• Module 14: Capstone Practical Project Identify a finance workflow suitable for AI Develop appropriate prompts Analyse financial information Generate financial insights Validate AI outputs Prepare an executive-ready report Present findings and recommendati

General notes

• Generative AI for Accounting & Finance Professionals is a practical professional training course designed to help accountants, auditors, financial analysts, finance managers, and other finance professionals use Generative AI to improve accounting and financial workflows. The course covers AI for financial analysis, Excel and spreadsheet automation, budgeting and forecasting, financial reporting, audit support, tax research, fraud and risk analysis, financial modelling, and management decision-making. Participants learn practical prompt engineering techniques and how to use AI tools responsibly while addressing data privacy, accuracy, ethics, confidentiality, and professional judgment. This Generative AI accounting and finance course is ideal for professionals seeking to improve productivity, automate repetitive tasks, strengthen financial insights, and leverage artificial intelligence for modern accounting and finance operations.

Schedule & fees