
Explore practical ai for finance to automate budgeting and forecasting with ChatGPT data rails, Alphasense Grid, and Excel for faster, smarter financial insights.
Leverage AI to automate financial modeling and accelerate forecasting. Create structured models, pull real-time data, and refine assumptions with tools like Microsoft Copilot for Excel and ChatGPT for spreadsheets.
Apply AI to research smarter and faster by extracting key data from Apple's latest 10-q on SEC Edgar, summarizing revenue, profitability, and risks with ChatGPT, and comparing with Microsoft.
Leverage ai-driven decision support to analyze data, forecast risks, and optimize decisions across finance, operations, and supply chains.
Learn how to use AI to modernize finance and accounting—from automating workflows and forecasting faster to gaining sharper financial insights. This course is designed specifically for professionals in finance, accounting, and FP&A who want to stay ahead of the curve and apply AI tools in practical, high-impact ways—without needing a technical background.
Whether you're drowning in manual reports, reconciling spreadsheets, or building financial models, this course will show you how to delegate the grunt work to AI so you can focus on strategic thinking and better decision-making.
This course combines hands-on demos with real-world finance scenarios—so you can instantly apply what you learn.
What You’ll Learn:
Automate monthly reporting, reconciliations, and close processes using AI
Apply AI to forecast cash flows, build models, and analyze trends
Speed up financial planning, budgeting, and variance analysis
Use tools like ChatGPT & DeepSeek to improve accounting workflows
Draft audit memos, management commentary, and investor updates with AI
Eliminate repetitive spreadsheet tasks with AI-powered Excel formulas
Who This Course is For:
Accountants & Controllers – Automate close processes and improve reporting speed
FP&A & Finance Teams – Use AI for planning, forecasting, and analysis
CFOs & Finance Leaders – Make faster decisions with AI-enhanced insights
Students & Career Switchers – Gain future-proof skills in finance and AI
Join thousands of professionals who are upgrading their financial workflows with AI—and gain an edge in a fast-changing industry.