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AI for Accounting and Finance
Rating: 4.4 out of 5(19 ratings)
102 students

AI for Accounting and Finance

Learn how AI tools can boost accounting, spot risks, detect fraud, and create smart dashboards fast.
Created bySimon Sez IT
Last updated 5/2025
English
English [Auto],

What you'll learn

  • Explain how AI is changing accounting and finance jobs.
  • Identify different types of AI used in finance today.
  • Use AI tools to read and sort large data sets.
  • Extract text and numbers from images using OCR tools.
  • Turn handwritten receipts into digital data using AI.
  • Create accounting dashboards in Excel using AI features.
  • Write clear prompts to get results from AI tools.
  • Use natural language to ask questions and get data.
  • Find errors or unusual transactions with AI detection tools.
  • Use ChatGPT to explain business risks and financial terms.
  • Create a simple risk register to track and manage risks.
  • Describe real-life ways AI boosts speed and accuracy in finance.

Course content

6 sections • 12 lectures • 1h 16m total length

  • Introduction3:02

    Discover how artificial intelligence reshapes accounting and finance, from automating receipts and trial balances to AI-powered dashboards in Excel, with prompts, OCR, and ChatGPT.

  • WATCH ME: Essential Information for a Successful Training Experience2:11

    Watch this video to receive essential information for a successful training experience, including downloadable exercise and instructor files for video-based lessons, plus guidance on downloading, unzipping, and playback options.

  • DOWNLOAD ME: Course Files0:23
  • DOWNLOAD ME: Exercise Files0:23

Requirements

  • This course is designed for beginners. You don’t need any coding or AI experience.
  • Know the basics of Microsoft Excel (like entering data and using simple formulas).
  • Understand basic accounting or finance terms (like income, expenses, or balance sheets).
  • Have access to Microsoft Excel (2021 or Microsoft 365 is best).

Description

**This course includes downloadable course instructor files and exercise files to work with and follow along.**


AI for Accounting and Finance shows you how artificial intelligence is changing the way finance and accounting work today. You’ll explore practical, real-world uses of AI to improve speed, accuracy, and insights across financial tasks.


This beginner-friendly guide will help you understand how AI tools can make your daily work easier, like analyzing data in seconds, turning scanned receipts into usable numbers, and building powerful dashboards in Excel. You’ll also learn how to use natural language queries to ask AI questions and get instant summaries, charts, and financial visuals.


The course focuses on tools that are easy to access and doesn’t require any programming background. You’ll see how AI can help you review data from different file types, spot fraud or errors fast, and even understand business risks better through modern risk analysis techniques.


By the end, you’ll be able to use AI to boost your productivity, improve decision-making, and add real value to your organization. Whether you’re just starting out or looking to grow in your role, this is a smart step toward staying ahead in today’s tech-driven financial world.


This course includes:


  1. 76 minutes of video tutorials

  2. 9 individual video lectures

  3. Course and Exercise Files to follow along

  4. Certificate of completion

Who this course is for:

  • Students studying accounting, business, or finance who want to learn about new technology.
  • People working in accounting or finance jobs who want to save time and do better work using AI tools.
  • Beginners who are curious about how AI can help with numbers, reports, and money tasks.
  • Small business owners or entrepreneurs who want to understand their money better and make smarter decisions.
  • Anyone who uses Excel or financial reports and wants to make things faster, easier, and more accurate.
  • People who are not tech experts but want to learn simple, smart ways to use AI without needing to code.

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