Use AI-driven solutions to automate, forecast and optimize in finance and accounting
Learn how to use AI to modernize finance and accounting—from automating workflows and forecasting faster to gaining sharper financial insights. This course is designed specifically for professionals in finance, accounting, and FP&A who want to stay ahead of the curve and apply AI tools in practical, high-impact ways—without needing a technical background.
What you’ll learn
- Use ChatGPT and Excel Copilot to automate financial reporting and analysis.
- Build dashboards and models with tools like Grid, Datarails, and Google Sheets.
- Apply AI to streamline forecasting, budgeting, and scenario planning workflows.
- Analyze real use cases to enhance strategic finance decisions using AI tools.
Course Content
- Introduction –> 3 lectures • 43min.
- AI for Financial Analysis –> 3 lectures • 44min.
- AI Platform Walkthroughs –> 5 lectures • 1hr 25min.
- Forecasting –> 4 lectures • 1hr 3min.
- Automation –> 1 lecture • 14min.
- Document Summarization and Reporting –> 2 lectures • 32min.
- Role Play Exercise –> 0 lectures • 0min.
- Conclusion –> 1 lecture • 8min.
Requirements
Learn how to use AI to modernize finance and accounting—from automating workflows and forecasting faster to gaining sharper financial insights. This course is designed specifically for professionals in finance, accounting, and FP&A who want to stay ahead of the curve and apply AI tools in practical, high-impact ways—without needing a technical background.
Whether you’re drowning in manual reports, reconciling spreadsheets, or building financial models, this course will show you how to delegate the grunt work to AI so you can focus on strategic thinking and better decision-making.
Taught by a top-rated instructor with over 400,000 students, this course combines hands-on demos with real-world finance scenarios—so you can instantly apply what you learn.
What You’ll Learn:
- Automate monthly reporting, reconciliations, and close processes using AI
- Apply AI to forecast cash flows, build models, and analyze trends
- Speed up financial planning, budgeting, and variance analysis
- Use tools like ChatGPT & DeepSeek to improve accounting workflows
- Draft audit memos, management commentary, and investor updates with AI
- Eliminate repetitive spreadsheet tasks with AI-powered Excel formulas
Who This Course is For:
- Accountants & Controllers – Automate close processes and improve reporting speed
- FP&A & Finance Teams – Use AI for planning, forecasting, and analysis
- CFOs & Finance Leaders – Make faster decisions with AI-enhanced insights
- Students & Career Switchers – Gain future-proof skills in finance and AI
Join thousands of professionals who are upgrading their financial workflows with AI—and gain an edge in a fast-changing industry.