Artificial Intelligence in Finance: Budgeting, Forecasting, Data Cleaning, and Reporting
This course is an intermediate-level program that enables finance and accounting professionals to integrate artificial intelligence tools into their daily financial operations.
Intermediate4 Hours
Live-Zoom
Certified
About the Course
AI For Finance Operations
Intermediate Level4 HoursHands-OnAI In Finance
Equip finance professionals to leverage AI across accounting, planning, and reporting—covering P&L preparation, forecasting, data cleaning, and contract review—to build faster, more accurate, and insight-driven financial workflows.
Category
Finance Specialists, Accounting Specialists, FP&A Professionals, Finance Mid-Level Managers
Curriculum
Hands-On, Tool-Based Learning
Learning Outcomes
- Accelerate P&L preparation, budgeting, and reporting with AI
- Automate data cleaning and inconsistency detection to reduce human error
- Support stronger decisions via financial projections and scenario analysis using historical data
- Produce clear, concise, executive-ready reports in less time
- Improve efficiency in invoice and contract review with AI, reducing operational workload
Who Should Attend?
- Finance Specialists
- Accounting Specialists
- FP&A Professionals
- Finance Mid-Level Managers
Prerequisites
- Basic interest in the field
- Computer and internet access
Scale Speed And Accuracy In Finance
Apply AI to core accounting, planning, and reporting tasks for faster, insight-driven outcomes.
Course Content
AI in Finance: Use Cases, Planning, Forecasting, and Automation
Finance-focused AIHands-on labsAutomation & ReportingForecasting & Planning
A concise, practice-led program on applying AI across finance—from budgeting and P&L creation to forecasting, data preparation, reporting, and automating routine accounting tasks—using widely adopted AI productivity tools.
Tools
- Microsoft 365 Copilot
- Excel
- Google Gemini
- Google Sheets
- Zapier
- ChatGPT
- Notion AI
- Claude
1 Module 1 Introduction to AI in Finance and Use Cases
- Understand AI roles across financial processes
- Identify high-value use cases in accounting, planning, and reporting
- Map AI integration points to existing workflows
- Recognize efficiency and accuracy gains
Duration: 35 minutes
2 Module 2 Budget Planning and P&L Creation with AI
- Apply AI to budgeting and P&L creation
- Build reusable financial templates
- Generate formulas and checks with AI
- Perform scenario-based financial modeling
Duration: 45 minutes
3 Module 3 Financial Forecasting and Scenario Analysis
- Use historical data to forecast revenues and costs
- Develop multiple scenarios and sensitivities
- Compare projections to support decisions
- Evaluate assumptions and adjust projections
Duration: 45 minutes
4 Module 4 Data Cleaning, Validation, and Preparation
- Detect errors and inconsistencies in financial datasets
- Clean and standardize data for analysis
- Validate data integrity with AI-assisted checks
- Prepare reporting-ready datasets
Duration: 40 minutes
5 Module 5 Financial Reporting and Executive Summary Generation
- Generate AI-powered financial reports
- Convert outputs into executive-ready summaries
- Communicate complex data as clear, actionable insights
- Align summaries to stakeholder needs
Duration: 40 minutes
6 Module 6 Automation and Efficiency in Accounting Operations
- Automate invoice validation and contract review
- Streamline routine accounting tasks with AI
- Reduce workload and minimize error rates
- Outline simple automation approaches
Duration: 35 minutes
L1 Hands-on Lab AI-Supported P&L and Budget Forecast Lab
- Clean raw financial data to generate an AI-supported P&L statement and executive summary
- Prepare a 3-month budget forecast and scenario comparison report based on historical data
