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GenAI For Finance & Accounting : Complete Masterclass 2026
Rating: 4.0 out of 5(332 ratings)
4,902 students

GenAI For Finance & Accounting : Complete Masterclass 2026

Boost your productivity & work using GenAI in Accounting & Finance.
Created byHasaan Khan
Last updated 7/2026
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

    Automate the creation of income statements and financial positions from trial balance images using Gemini, export to sheets, and refine formats to streamline finance and accounting workflows.

  • Creating Ledger Accounts using ChatGPT5:00

    Create general ledger accounts from a general journal using ChatGPT, presenting a T format for the ledger accounts with closing balances and a trial balance view to streamline bookkeeping.

  • Reconciling Records using Microsoft Copilot For Finance10:00

    Automate reconciliation of invoices and ledger data with Microsoft Copilot for finance, converting data into tables and generating reports that highlight matched and mismatched records and discrepancies.

  • Personal Budgeting using Gemini6:22

    Create a personal budget tracker with Gemini that allocates income, needs, wants, savings, and investments for 12 months, with actionable tips to increase income and cut expenses.

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

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