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Practical AI for Finance: Automate, Forecast, and Optimize
Bestseller
Role Play
Rating: 4.2 out of 5(757 ratings)
3,674 students

Practical AI for Finance: Automate, Forecast, and Optimize

Learn how to leverage AI to automate reporting and forecasting, conduct variance analysis and gather business insights
Last updated 8/2025
English

What you'll learn

  • Use ChatGPT and Excel Copilot to automate financial reporting, analysis and forecasting
  • Learn how to implement AI, pick the right tools and collaborate across functions
  • Build dashboards and models with tools like Grid, Datarails, and Google Sheets
  • Apply AI to streamline forecasting, budgeting, and scenario planning workflows
  • Analyze real use cases to enhance strategic finance decisions using AI tools

Course content

9 sections28 lectures7h 6m total length
  • Welcome to the Course14:50

    Explore practical ai for finance to automate budgeting and forecasting with ChatGPT data rails, Alphasense Grid, and Excel for faster, smarter financial insights.

  • How AI is Transforming Business, Finance and Accounting18:53
  • Artificial Intelligence 1019:25

Requirements

  • No prerequisites

Description

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.

Who this course is for:

  • Anyone interested in learning about how to boost productivity in finance and analytics