Intermediate
6 Hours
Online
Certified
About the Course
Artificial Intelligence for Finance Roles course is a hands-on program designed to show finance and accounting professionals how to practically integrate AI into their daily workflows. The 6-hour training is delivered online over two days in two 3-hour sessions.
The content covers everything from budget and P&L preparation to financial forecasting, raw data cleaning, and executive reporting, as well as the automation of invoice and contract operations.
The program not only explains “how to do things,” but also provides clear answers to “what should be automated and what should remain human.” In this sense, it is not just a tool introduction, but a workflow redesign guide. By the end of the training, participants will be able to apply tools such as Copilot Excel, Notebook LM, Claude, ChatGPT, Gemini, Notion AI, and Zapier/Make to their own financial data, and build reusable prompt templates and automation flows.
The training includes two applied labs. In the first lab, participants generate a P&L and executive summary from raw financial data; in the second, they build a 3-month budget forecast and compare three different scenarios. Both labs are conducted live, and participants share their work under instructor supervision.
⏰ Last Enrollment Date: Wednesday, June 3
🗓️ Main Training Start Date: Saturday, June 6
👉 Training Day: Saturday
🕑 Main Training Time: 11:00 - 14:00
Course Content
- Module 1: AI-Powered Finance Workflow: Fundamentals
- LLMs, Copilot, and agent concepts; where and how each is used in a finance context
- Hallucination risks and financial data validation
- Effective prompt anatomy: context, role, task, format, constraints
- Data privacy, KVKK, and enterprise tool selection
- Module 2: Budget Planning and P&L Preparation
- Building a P&L template from scratch
- Formula and scenario analysis using Copilot Excel
- Three-scenario forecasting (optimistic, base, pessimistic)
- Common error patterns: double counting, inventory movements, VAT mismatches
- Module 3: Financial Forecasting and Trend Analysis
- Decomposing trend, seasonality, and randomness
- Generating 3–6 month projections from 12–24 months of historical data
- FORECAST.ETS and alternative forecasting methods
- Communicating uncertainty to management using confidence intervals
- Lab 1: From Raw Data to P&L and Executive Summary
- Generating a monthly P&L from a raw dataset
- Writing a 5–7 sentence executive summary for management
- Adding action recommendations and risk alerts
- Module 4: Data Cleaning and Validation
- Data quality reporting: consistency, completeness, accuracy
- Normalizing date and currency formats
- Detecting duplicates and outliers
- Defining industry-specific business rules
- Module 5: Automated Reporting and Executive Summaries
- Executive summary anatomy: status, change, cause, action, risk
- Multi-source financial document analysis with Notebook LM
- Reusable report templates with Notion AI
- Choosing between numbers, visuals, and text effectively
- Module 6: Invoice, Contract, and Operations Automation
- Identifying automatable, semi-automatable, and non-automatable tasks
- Building an invoice tracking workflow with Zapier
- Contract review prompts and clause extraction
- Conditional workflow examples using Make
- Lab 2: 3-Month Budget Forecast and Scenario Comparison
- Producing a 3-month forecast from 18 months of data
- Comparative analysis of three scenarios
- One-page executive summary with action recommendations
Tools Used in the Training: Microsoft 365 Copilot Excel, Notebook LM, Google Gemini & Sheets, Notion AI, Zapier/Make, Claude/ChatGPT
Application Requirements
- This training is open to everyone.
- Work experience in finance, accounting, FP&A, or related roles (audit, budgeting, controllership)
- Basic proficiency in Excel
- Access to at least one AI tool during the training period
Program Outline
Why Should I Join This Course?
This training helps finance professionals reduce their daily workload while managing analysis, reporting, and planning processes faster and with fewer errors. You will learn how to generate stronger financial insights and make more accurate decisions by using AI tools.
By working through real finance scenarios, you gain practical skills that can be directly applied to your own business processes.
Frequently Asked Questions
This training program teaches hands-on how to use artificial intelligence in finance and accounting processes. It covers making critical workflows such as budget planning, forecasting, data cleaning, and reporting AI-powered.
In training, fundamental finance processes such as P&L preparation, financial forecasting, data cleaning, management reporting, and invoicing and contract automation are addressed using artificial intelligence tools.
Yes. Two different hands-on lab exercises are conducted throughout the training. Participants create P&L (Purchasing & Learning) reports using real data sets, make budget forecasts, and prepare executive summaries.
The use of artificial intelligence is rapidly expanding in the financial world. This training will enable you to make faster, more accurate, and data-driven decisions; optimize business processes, and make a difference in your career.
Training takes place through online sessions and interactive applications.
