GenAI For Finance & Accounting : Complete Masterclass 2026

Name: GenAI For Finance & Accounting : Complete Masterclass 2026
Rating: 4.0 (335 reviews)

Learn to use GenAI tools such as ChatGPT, Gemini, Claude, Copilot and more for Accounting & Finance in 2026.

Created byHasaan Khan

Last updated 9/2026

English

German [Auto],English [Auto],

What you'll learn

Generate financial statements
Create ledger accounts from journals
Automate data entry and reconciliation processes.
Perform financial analysis
Creating finance presentations using Gamma AI
Mastering Gen AI Tools such as ChatGPT, Gemini, Claude & Gamma for accounting and finance
Transform complex data into easily understandable charts and graphs.
Creating financial reports using Claude
Utilize AI for stock analysis
Leverage Claude for forecasting and predictive analysis
Create visual reports for financial statements

Course content

3 sections • 10 lectures • 1h 45m total length

Creating Financial Statements using Gemini9:10
Project Task: Automated Income Statement Draft:

Objective: Take a raw, unorganized text dump or CSV snippet of monthly business transactions (revenue, cost of goods sold, operating expenses) and feed it to Gemini.
Task: Ask Gemini to categorize the expenses, separate the COGS from OPEX, and structure a clean, standard single-step or multi-step Income Statement in a Markdown table. Verify the net income calculation.
Creating Ledger Accounts using ChatGPT5:00
Project Task: Journal Entry to T-Account Mapping:

Objective: Test ChatGPT's ability to act as a general ledger bookkeeper for you.
Task: Provide ChatGPT with a list of 10 mixed business transactions (e.g., purchase of equipment on credit, cash sales, paying rent via bank transfer). Ask it to generate corresponding double-entry journal entries and format them into structured T-accounts for Cash, Accounts Receivable, and Accounts Payable.
Reconciling Records using Microsoft Copilot For Finance10:00
Project Task: Bank-to-Book Reconciliation Match:

Objective: Simulate a cash reconciliation workflow using financial assistant capabilities.
Task: Take a sample set of internal ledger cash disbursement records and an external bank statement containing a few discrepancies (e.g., bank service charges, outstanding checks, unrecorded deposits). Use Copilot to flag variances, identify unmatched transactions, and draft an adjusted cash balance report.
Personal Budgeting using Gemini6:22
Project Task: Dynamic 50/30/20 Budget Allocator:

Objective: Create a personalized, automated budgeting template.
Task: Provide Gemini with a hypothetical monthly take-home income and a disorganized list of typical personal expenses (rent, utilities, dining out, savings goals, subscriptions). Ask Gemini to sort them into the 50/30/20 budget framework (Needs, Wants, Savings) and output a clean table showing dollar amounts and percentage variances from the ideal target.

Financial Analysis using ChatGPT16:28
Project Task: Ratio Health Check & Commentary:

Objective: Analyze the financial health of a company using AI-driven ratio interpretation.
Prompt/Task: Feed ChatGPT a simplified balance sheet and income statement (or a known company's public snapshot). Ask it to calculate key liquidity ratios (Current Ratio, Quick Ratio) and profitability ratios (Net Profit Margin, ROE), and write a 3-bullet-point executive summary highlighting potential financial red flags.
Visual Analysis & Financial Reporting Using Claude14:30
Project Task: Infographic-Style Variance Report:

Objective: Transform dense numerical tables into clear, visually structured business insights.
Prompt/Task: Upload an image or PDF of a quarterly budget-vs-actual variance table to Claude. Ask it to identify the top two budget overruns, explain the likely business implications in simple terms, and format the output as a professional management report with clear visual hierarchy (using bullet points and bold callouts).
Creating Financial Presentations Using Gamma13:58
Project Task: Quarterly Investor Pitch Deck:

Objective: Rapidly prototype an executive-ready slide deck for financial stakeholders with Gamma
Task: Take the financial analysis or budget summary from an earlier module and paste the key bullet points into Gamma. Generate a 4-slide presentation covering:
Executive Summary
Revenue & Expense Breakdown
Key Financial Ratios
Strategic Recommendations / Next Quarter Outlook

Sales Forecasting Using Claude10:12
Project Task: Historical Trend Projection:

Objective: Project future sales figures using qualitative and quantitative inputs.
Prompt/Task: Give Claude a dataset of the past 12 months of sales figures along with context on seasonality (e.g., Q4 spikes due to holiday shopping). Ask Claude to apply a simple growth percentage or moving average projection for the next 2 quarters, and output the forecast alongside a brief risk assessment.
Stock Portfolio Analysis using Gemini & Claude15:20
Project Task: Cross-Model Portfolio Audit:

Objective: Compare multi-AI perspectives on risk management and asset allocation.
Task:
Step 1 (Gemini): Give Gemini a mock portfolio of 4 stocks/assets with their respective weights. Ask it to calculate the overall portfolio diversification score and sector exposure.
Step 2 (Claude): Take Gemini's output and feed it to Claude, asking it to stress-test the portfolio against a hypothetical market downturn and suggest two rebalancing adjustments to lower volatility.
Revenue Growth Forecasting & Advanced Financial Modeling using Claude4:42
Project Task: 3-Scenario Financial Model Builder:
Objective: Build a scalable, scenario-based forecasting model.
Task: Ask Claude to generate a easy-to-copy CSV structure for a 3-year revenue model with Bull, Base, and Bear scenarios. Provide base variables (e.g., current revenue of $100k, 15% base growth rate, variable cost percentages). Have Claude output the projected net income streams for each scenario along with sensitivity notes.

Requirements

Basic Microsoft Excel experience required

Description

Hi, I am Hasaan Khan, your course instructor.

Get ready to dive into the revolutionary world of Generative AI with me and unlock unparalleled productivity in your accounting and finance workflows. This comprehensive course will equip you with the knowledge and skills to harness the power of ChatGPT, Gemini, Gamma, and Claude to automate a wide range of tasks, from generating financial statements and performing complex analyses to creating stunning visualizations and optimizing investment portfolios.

Whether you're an experienced accountant, a budding entrepreneur, or simply curious about the future of finance, this course will provide you with the practical tools and insights to:

Streamline your daily work: Automate repetitive tasks, reduce manual effort, and free up valuable time for strategic decision-making.
Enhance accuracy and efficiency: Leverage AI to minimize errors, improve data quality, and gain deeper insights into your financial performance.
Gain a competitive edge: Stay ahead of the curve by mastering cutting-edge AI technologies and their applications in the evolving financial landscape.

This course is packed with practical examples, real-world case studies, and hands-on exercises to ensure you can effectively apply these powerful AI tools to your own work. Don't get left behind – enroll now and embrace the future of finance with Gen AI!

Who this course is for:

Accounting and finance professionals (accountants, financial analysts, CFOs)
Business owners and entrepreneurs
Students pursuing degrees in accounting, finance, or business
Individuals interested in upskilling in AI and its applications in finance

GenAI For Finance & Accounting : Complete Masterclass 2026

What you'll learn

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Course content

Basic Use Cases4 lectures • 31min

Intermediate Use Cases3 lectures • 45min

Advanced Use Cases3 lectures • 30min

Requirements

Description

Who this course is for: