AI for Finance

AI for Finance is a self-paced course that teaches finance professionals to apply generative AI to everyday finance work while verifying every figure before it is relied upon. Learners identify where AI fits in their own role, write prompts that work from their own documents, extract figures from invoices, draft commentary, detect unusual entries, fix spreadsheets, and review which compliance rules and audit expectations apply to them. The course is practical and project-based, with each module producing a working file and culminating in a complete finance deliverable that is reconciled, checked, and signed off, with every number traced to a source document.

• Who This Course is For
  • Controllers, management accountants, FP&A, AP/AR staff, and finance managers in ordinary companies
  • Not designed for banks, insurers, or investment firms under separate regulatory rules
  • Finance staff seeking practical, verifiable ways to use generative AI in daily work
• What to Expect
  • Self-paced, practical modules covering prompts, invoice extraction, commentary, anomaly detection, and spreadsheet fixes
  • Guidance on applicable rules and what auditors will ask for
  • Core rule throughout: AI never sources a number; every figure traces to a document
• What You'll Achieve
  • A complete finance deliverable, reconciled, checked, and signed off
  • Kept files: AI opportunity list, tested prompt library, and source-linked reporting pack
  • A compliance and audit-trail checklist to support AI use in finance roles