Outline
1. Generative AI in Accounting and Finance
- How generative AI works
- Opportunities and limitations in professional practice
- Suitable accounting and finance use cases
- The role of human judgement and review
2. Writing Effective Prompts
- Defining the role, task, context, and expected output
- Providing financial assumptions, constraints, and business rules
- Using examples and reference formats
- Improving weak or ambiguous prompts
3. AI-Assisted Financial Analysis
- Financial statement and ratio analysis
- Trend, variance, and anomaly identification
- Budget-versus-actual analysis
- Translating financial data into business insights
4. Reporting and Executive Communication
- Producing management commentary
- Summarising financial and operational performance
- Drafting reports, briefing notes, and presentation content
- Adapting outputs for different stakeholders
5. Budgeting, Forecasting and Decision Support
- Developing assumptions and scenarios
- Supporting forecasts and what-if analysis
- Comparing alternatives and identifying key decision factors
- Using AI to challenge assumptions and surface risks
6. Validation, Governance and Responsible Use
- Checking calculations, facts, and assumptions
- Protecting confidential and sensitive information
- Recognising bias, hallucinations, and incomplete analysis
- Establishing review controls and human-in-the-loop practices
