AI for Finance & Accounting Professionals
Core Business Skills for managers, executives and professionals
Duration
5 Days
Format
Classroom &Online
Fee From
$2,950
Scheduled Dates
No sessions of this type are scheduled.
Introduction
- How Al and generative Al apply to finance and accounting work
- Automating close, reconciliation and reporting tasks
- Al-driven forecasting, budgeting and financial analysis
- Al for audit, fraud detection and risk management
- Controls, ethics and governance for Al in finance
Objectives
- Explain key Al, machine learning and generative Al concepts in finance terms
- Use generative Al tools to speed up analysis, reporting and documentation
- Automate routine accounting tasks such as reconciliations and journal processing
- Apply Al to forecasting, budgeting and scenario planning
- Use Al for anomaly detection, fraud prevention and audit
- Apply controls to keep Al use accurate, secure and compliant
- Build a practical Al adoption roadmap for their finance team
Training Methodology
Organisational Impact
- A faster, more efficient month-end close
- More accurate forecasts and better-informed decisions
- Lower risk of error and fraud through Al-powered monitoring
- Finance teams with more lime for analysis and business partnering
- Safe Al adoption with clear controls and data protection
- A finance function ready for the next generation of tools
Personal Impact
- Gain practical, hands-on Al skills you can use immediately
- Save time on routine work and focus on higher-value tasks
- Write effective prompts for financial analysis and reporting
- Understand the risks and limits of Al in finance
- Strengthen your career profile as a digitally skilled finance professional
- Leave with an Al use case portfolio and adoption plan
Who Should Attend?
- CFOs, finance directors and financial controllers
- Accountants and accounting managers
- Accountants and accounting managers
- Internal and external auditors
- Treasury, tax and payroll professionals
- Risk and compliance professionals in finance
Course Outline
- How Al, machine learning and generative Al work, explained in finance terms
- Where Al adds value across accounting, FP&A, audit and treasury
- Al tools available today: Copilot, ChatGPT, ERP and Bl features
- Prompting techniques for financial tasks
- Data quality and why it matters for Al
- Live demonstrations and guided practice
- Automating reconciliations and journal entries
- Invoice processing and accounts payable automation
- Accelerating the month-end and year-end close
- Robotic process automation (RPA) and Al working together
- Generating reports, commentary and documentation with Al
- Hands-on exercise: automating a reconciliation
- Al-driven forecasting and predictive analytics
- Budgeting and rolling forecasts with Al support
- Scenario planning and sensitivity analysis
- Variance analysis and management commentary with generative Al
- Building Al-assisted dashboards and visualisations
- Hands-on exercise: building a forecast from sample data
- Anomaly detection and continuous transaction monitoring
- Using Al to detect fraud and unusual patterns
- Al in internal and external audit
- Al for compliance, tax and regulatory reporting
- Assessing the reliability and accuracy of Al outputs
- Case studies of Al in audit and fraud prevention
- Risks of Al in finance: errors, bias, hallucination and data leakage
- Internal controls and audit trails for Al use
- Data privacy, security and regulatory considerations
- Selecting and evaluating Al tools and vendors
- Upskilling the finance team and managing change
- Presenting your Al adoption roadmap
Certificates
CLASSROOM
Delegates who complete the classroom course receive the Thinkcloudly Certificate of Completion, with one Continuing Professional Education (CPE) credit for every 50 minutes of attendance.
ONLINE
Delegates who complete the live online course receive the Thinkcloudly Certificate of Completion, with one Guided Learning Hour awarded for every 60 minutes of attendance.
Providers and Associations
Original price was: $6,499.00.$5,950.00Current price is: $5,950.00.
Our Learners Work At
Frequently Asked Questions
What will I learn on this course?
How to apply Al and generative Al to accounting, FP&A, audit and risk work, automate routine tasks and adopt Al safely with the right controls.
Do I need coding or technical skills?
No. The course is designed for finance professionals. All exercises use familiar tools and no programming is required.
Which Al tools will we use?
Exercises use widely available tools such as Microsoft Copilot and ChatGPT, along with Al features found in Excel, ERP and Bl platforms.
Will we work with real financial data?
Exercises use realistic sample financial data. We show how to apply the same methods safely to your own organisation's data.
How does the course address risk and accuracy?
Day 5 covers Al risks in finance, internal controls, audit trails and how to check and validate Al outputs before they are used.
What will I take back to my organisation?
A portfolio of Al use cases, reusable prompts and an Al adoption roadmap for your finance team.
Will I receive a certificate?
Yes. All delegates who complete the course receive the Thinkcloudly Certificate of Completion, with CPE credits for classroom attendance or Guided Learning Hours for online attendance.
Can this course be delivered in-house?
Yes. We can tailor the content and case studies to your industry and deliver it at your premises, a venue of your choice or online. Contact [email protected] to discuss your requirements.
