
Discover 29 practical, demo-driven finance lessons across six sections, with downloadable templates, a ready-to-use AI prompt library, and a final project to automate forecasts and detect anomalies.
Automate recurring financial reports with ai to cut manual reporting from four to six hours per week to 30–45 minutes. Review and adjust the generated variance commentary, ensuring consistent outputs.
Combine AI and Excel to instantly analyze P&L trends, generate formulas on demand, auto-write variance commentary, and clean messy data with live demos using Copilot for Excel.
Build a prompt library for recurring reports to save time and ensure consistent outputs, organizing prompts into four categories—reporting, analysis, communication, forecasting—with a template (role, context, data, task, tone, constraints).
Discover how to avoid AI hallucinations and risks in finance by verifying numbers, crafting context-rich prompts, and following a six-item best practices checklist to use AI responsibly.
Switch from spreadsheets to AI-powered forecasting to forecast cash flow, run multiple scenarios in minutes, identify patterns, and present trusted projections to leadership.
Watch a live, step-by-step cash flow forecast built from six months of data using AI, with explicit assumptions, scenario stress testing, and board-ready commentary for finance teams.
Learn to use AI for fast multi-scenario forecasting and sensitivity analysis, generating three scenarios from a single base with explicit assumptions and board-ready insights.
Learn to present AI-generated finance forecasts with transparency and credibility, detailing methodology, assumptions, scenarios, and anomaly detection insights to build leadership trust.
Explore how AI-powered anomaly detection in finance uncovers duplicate payments, unusual patterns, outlier amounts, and timing anomalies in journal entries, enabling rapid fraud detection.
Explore AI-driven anomaly detection in finance, using a four-step workflow—prepare, prompt, review, act—and techniques like outlier detection, pattern recognition, round-number clustering, cross-reference analysis, and temporal analysis, via a live demo.
Leverage ai-powered internal audit to scan 100 percent of transactions, enabling continuous monitoring and proactive risk detection; apply five concrete use cases like expense validation and journal entry testing.
Explore how AI detects fraud patterns like ghost vendors, split transactions, duplicate invoices, and expense manipulation, and apply red flags such as Benford's law and temporal anomalies to prevent losses.
Develop 100% traceable, explainable AI audit trails by documenting data sources, tools, findings, and human review to meet regulatory requirements (SOX, ISA 315/240, GDPR, SOC2 type 2) and defend conclusions.
Explore how Microsoft Copilot for Excel and M365 accelerates ai-powered finance work by using natural language analysis, formula generation, visualization, anomaly detection, and scenario modeling across the apps you use.
Streamline finance workflows with Notion AI by documenting, organizing, and accessing policies, meeting outcomes, and reports. Build templates for monthly close, board prep, variance, onboarding, and audit tracking.
Build your personal ai-powered finance toolkit with five tools and a 30-day plan, answering five questions on reporting, spreadsheet analysis, automation, team knowledge, and data safety.
See how a solo SME finance manager automates monthly reporting, board packs, and forecasting with ai-powered workflows, saving 19.5 hours per month and enabling strategic decision making.
Ai accelerates Maria's forecasting, reducing the cycle from three weeks to five days. It delivers three scenarios, sensitivity analysis, and board-ready narratives, elevating finance to a strategic partner.
Build an AI-powered financial workflow for your real job by selecting one concrete project (monthly report, three-scenario forecast, anomaly detection audit, or custom workflow), complete with prompts, documentation, and deliverables.
Follow a six-month roadmap to automate forecasts and anomaly detection in finance, building a prompt library, automated workflows, roi-ready pilots, and staying current with ai communities.
Are you still spending hours every month writing financial reports, building forecasts in spreadsheets, or manually scanning transactions for errors? This course shows you how to use AI to automate every one of these tasks — without writing a single line of code.
AI-Powered Finance is a complete, hands-on toolkit designed for finance professionals who want practical results, not just theory. Whether you're a finance manager, a freelance accountant, an FP&A analyst, or an internal auditor, you'll learn exactly how to apply AI tools like ChatGPT, Claude, and Microsoft Copilot to your daily work.
What you'll learn:
1. Automate Financial Reports— Write CFO-ready variance commentary, executive summaries, and board packs in minutes instead of hours. Build a personal prompt library you'll use every month.
2. Build AI-Powered Forecasts — Move from single-point spreadsheet forecasts to multi-scenario projections (conservative, base case, optimistic) generated in minutes, with the confidence to present them to leadership.
3. Detect Anomalies & Support Audits — Scan entire datasets for duplicates, fraud patterns, and control weaknesses. Apply AI to real internal audit use cases with full explainability and compliance documentation.
4. Build Your AI Finance Toolkit — Connect Excel, Copilot, Make, and Notion into automated workflows that run without you. Learn the security and data privacy practices every finance team needs.
This course includes live demos using real financial datasets, downloadable templates, a 50+ prompt library, and 3 real-world case studies from finance professionals who transformed their workflows with AI.
By the end, you'll have a working AI toolkit, a completed final project, and a 30-day implementation plan to bring everything back to your job — starting tomorrow.
No coding experience required. No technical background needed. Just practical, ready-to-use AI skills for modern finance.