Generative AI for Finance

Overview

Generative AI for Finance focuses on applying AI across reporting, FP&A, accounting, transactional finance, and treasury with verification built in. You will work through a…

What you will learn

  • Explain where AI adds value in finance and prompt precisely with definitions and verification (Module 1).
  • Produce verified variance commentary, management report narratives, and statement analysis (Module 2).
  • Build budget scenarios with documented assumptions and clear narratives (Module 3).
  • Use AI inside spreadsheets for formulas, cleaning, pivots, and anomaly detection (Module 4).

Prerequisites

  • Required: Finance or accounting experience and spreadsheet fluency. Access to an AI assistant and Excel [Copilot add-on for Module 4, confirm]. No coding required.
  • Helpful: Exposure to any AI chat tool and basic pivot table skills. If you are new to AI assistants, start with Enterprise AI Literacy.

Curriculum

  1. Module 1: Generative AI Foundations for Finance

    • Topics: Where AI adds value in finance; accuracy, hallucination, and verification; confidentiality and data boundaries; precise prompts with definitions; structured outputs; handling numbers safely.
    • Deliverable: Prompt library. Completion check: Module 1 assessment.

    Hands-on:

    • Practice: Finance Prompt Library. Verified prompts for recurring tasks.

  2. Module 2: Financial Reporting and Commentary

    • Topics: Variance commentary generation; management reports and board packs; consistency across periods; summarizing filings; ratio analysis explanations; competitor benchmarking.
    • Deliverable: Variance pack. Completion check: Module 2 assessment.

    Hands-on:

    • Practice: Monthly Variance Pack. Commentary and executive summary from a trial balance.

  3. Module 3: FP&A, Forecasting, and Scenario Analysis

    • Topics: Driver identification; assumption documentation; scenario narratives; AI-assisted model building in Excel; sensitivity analysis; explaining forecast changes.
    • Deliverable: Scenario workbook. Completion check: Module 3 assessment.

    Hands-on:

    • Practice: Scenario Planner. Three budget scenarios with commentary.

  4. Module 4: Excel, Data, and Analysis with AI

    • Topics: Formula generation and explanation; data cleaning; pivot and chart creation; Python in Excel for finance; anomaly and outlier detection; reconciliation support.
    • Deliverable: Reconciliation workbook. Completion check: Module 4 assessment.

    Hands-on:

    • Practice: GL Reconciliation Assist. Clean, reconcile, and flag anomalies.

  5. Module 5: Accounting, Close, and Compliance

    • Topics: Journal entry descriptions and support; accrual and reclass documentation; checklist automation; summarizing accounting standards; policy drafting; audit evidence preparation.
    • Deliverable: Close pack. Completion check: Module 5 assessment.

    Hands-on:

    • Practice: Close Documentation Pack. Checklists, entry documentation, standards summary.

  6. Module 6: Procure-to-Pay, Order-to-Cash, and Treasury

    • Topics: Invoice and contract extraction; collections communications; vendor and customer queries; cash forecast narratives; covenant and policy summaries; FX and rate explanations.
    • Deliverable: Transactional pack. Completion check: Module 6 assessment.

    Hands-on:

    • Practice: Invoice to Insight. Extraction, collections emails, cash narrative.

  7. Module 7: AI in ERP and Finance Platforms

    • Topics: Assistants in SAP, Oracle, and Workday; embedded forecasting and anomaly detection; evaluating vendor roadmaps; custom finance assistants; integration with BI; access control.
    • Deliverable: Configured assistant. Completion check: Module 7 assessment.

    Hands-on:

    • Practice: Finance Policy Assistant. Policy and process answers with source references.

  8. Module 8: Controls, Auditability, and Governance

    • Topics: Verification and sign-off; audit trails for AI outputs; segregation of duties; AI use policy for finance; risk register; measuring ROI and adoption.
    • Deliverable: Control matrix and charter. Completion check: Module 8 assessment.
    • Capstone (independent work, [CAPSTONE_HOURS] hours): Redesign the month-end reporting process with AI: automated variance commentary, scenario narratives, reconciliation checks, a finance assistant, and a controls and governance pack.

    Hands-on:

    • Practice: Finance AI Control Matrix. Controls for three processes and a charter.

Course fee

$699 $399

What's included

  • Live cohort + recordings: Attend every session live and revisit the recordings for one year.
  • Real lab environment: Practise on a hands-on environment that mirrors real projects.
  • Live doubt-clearing support: Ask questions and get answers in real time during every session.
  • Assessments and lab activities: Apply what you learn through graded assessments and guided labs.
  • Learning assets: Keep the slides, notes, and reference material for good.
  • Role-readiness guidance: Mentor guidance to get you ready for the role you are targeting.
  • Verifiable certificate: Earn a shareable certificate on completing the hands-on capstone.
  • Global peer community: Learn with a global cohort and stay connected after the program.

In short

Generative AI for Finance is a 24-hour instructor-led course covering Module 1: Generative AI Foundations for Finance, Module 2: Financial Reporting and Commentary, Module 3: FP&A, Forecasting, and Scenario Analysis. It includes guided practical labs.

Key facts

  • Course: Generative AI for Finance
  • Duration: 24 hours
  • Modules: 8
  • Format: instructor-led live training

Frequently asked questions

Will AI do my accounting?

No. AI drafts, summarizes, and flags; every lab includes verification and sign-off steps. Module 8 formalizes those controls.

Do I need Excel Copilot?

Module 4 uses Copilot in Excel for formulas, pivots, and anomaly detection. [Confirm whether learners need their own add-on.] Other modules work with any AI assistant.

Does this cover SAP or Oracle configuration?

No. Module 7 demonstrates AI features in ERP platforms so you can evaluate them; configuration is covered in SAP AI for Finance Consultants.

Is this suitable for auditors?

Yes. Audit evidence preparation, audit trails, and segregation of duties are covered in Modules 5 and 8.

Can I use my company's numbers?

Labs provide synthetic data. Use real data only within your organization's policy, and never in a public AI tool without approval.

How is this different from Prompt Engineering for Business Teams?

That course teaches prompting across functions. This course applies AI to finance processes with numeric verification and controls.

What do I keep?

A finance prompt library, variance pack, scenario workbook, reconciliation workbook, close pack, finance assistant, and control matrix.

Is a corporate version available?

Yes, with labs on your reporting formats and policies.

Topics covered

Generative AI for Finance, Artificial intelligence, Corporate training