Description
AI For Finance
Specialist AI Training for Finance & Administration
Artificial Intelligence is transforming companies, and Finance & Administration departments in particular, bringing major benefits. Automating repetitive tasks, more accurate analysis, faster reporting and decisions based on real-time data accelerate productivity and the ability to respond to events.
Value doesn’t come from technology alone: it takes a team capable of driving adoption from within, with method and accountability.
Who it is for
- Finance & Administration profiles managing data, documents and general accounting and supplier/customer processes
- Controlling, FP&A and treasury teams handling budgeting, forecasting and cash management
- Support and control roles, including administration, back office, executive support, internal audit, compliance, policy, contracts and reporting
Learning objectives
- Drive change: reduce resistance and build enthusiasm within the team
- Identify high-impact opportunities: understand where AI delivers measurable value
- Provide ongoing support: help colleagues adopt the tools in their day-to-day work
- Accelerate ROI: maximise the return on investment in AI technologies
Key content
Modules
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1
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AI Fundamentals for Finance
Prompting, ethics, governance |
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2
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Automating Accounting Processes
Reconciliations and controls |
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3
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Intelligent Analysis and Reporting
KPIs, insights and data storytelling |
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4
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AI-Powered Budgeting and Forecasting
Scenarios and planning |
Lessons
- AI in finance today: vision, limits and potential. Building common ground on what AI is, what it can do in finance, where it should not be used, and why it is a cognitive tool rather than a technological one
- Everyday tools: ChatGPT, Copilot, Workspace. Participants learn to use the tools in a hands-on way
- Advanced AI in Excel + Reporting. AI features come into their own in day-to-day reporting activities
- Document Intelligence, contracts and advanced OCR. Extracting key data from contracts, comparing versions and generating alerts using available tools
- Agentic AI, automating financial processes. Designing and managing automated financial workflows, combining structured data (Excel, ERP) and unstructured data (contracts, emails), with built-in validation and alerts
- Forecasting, budgeting and analysis with AI. Using data and AI tools to analyse what might happen
- AI for Risk, Compliance, audit, policy. Using AI tools to improve control, transparency and reliability, integrating AI into compliance workflows without losing decision-making accountability
- Power BI + AI for management reporting. Building interactive, visually effective dashboards, combining historical data, forecasts and AI commentary into a single decision-ready output
- Final project: AI in my own process and certification
Certificate of attendance & Certification
On completing the course, including a real project applied to your own Finance process, you receive the “AI Ambassador” certificate of attendance. By passing the “AI for Teachers” certification exam, recognised by ACCREDIA, you can obtain the related certification.
