Outline
- Generative AI for Finance & Accounting
- Understanding ChatGPT, Claude, Microsoft Copilot, Gemini & Notebook LM
- AI opportunities across Finance, FP&A, Accounting, Audit & Shared Services
- AI-Powered Reporting & Financial Analysis
- Generate management reports and financial commentary in minutes
- Automate variance analysis and KPI explanations
- Convert financial data into executive summaries and board-ready insights
Hands-On Exercises
- AI for Budgeting, Forecasting & FP&A
- AI-assisted forecasting and scenario modelling
- Revenue, cost, and cash flow analysis using AI
- Developing strategic recommendations
Hands-On Exercise: Build forecasting narratives and business recommendations using ChatGPT and Claude
- AI Productivity for Accountants & Finance Teams
- Automating reconciliations, journal reviews, and month-end reporting
- Drafting finance emails, policies, SOPs, and audit responses
- Extracting insights from Excel files, PDFs, and financial statements
Hands-On Exercise: Automate common finance tasks using Copilot, Claude, and ChatGPT
- AI for Risk Management, Audit & Compliance
- AI-assisted fraud detection and anomaly identification
- Reviewing contracts, policies, and financial documents with AI
Case Study: Real-world examples of AI adoption in finance and accounting functions
- Prompt Engineering for Finance Professionals
- Writing effective prompts for finance and accounting scenarios
- Building reusable prompt libraries for reporting, forecasting, audit, and analysis
- Best practices to improve AI accuracy and reliability
Hands-On Exercise: Develop your personal Finance AI Prompts
- AI Governance & Future of Finance
- AI risks, ethics, governance, and data security
- Responsible use of AI in financial environments
