Prompt Engineering for Auditors: 1000+ Prompts to Boost Efficiency and Insight
This specialized course on Generative AI for Auditors equips finance and audit professionals with the knowledge and tools to revolutionize their audit processes using state-of-the-art AI technologies. Beginning with a foundational understanding of What is Generative AI, the course explores the shift from traditional automation to AI-driven intelligence in auditing. Participants are introduced to industry-leading tools like ChatGPT which are redefining how auditors engage with data, generate insights, and produce deliverables. A core focus is the automation potential across the audit lifecycle, including summarizing financial statements, reviewing prior-year reports, generating risk assessment matrices, and identifying high-risk financial areas such as revenue recognition and asset impairment.
What you’ll learn
- Understand the fundamentals of Generative AI (GenAI) and its relevance in modern auditing..
- Access and apply over 1000 expert-crafted GenAI prompts tailored for auditors and assurance professionals..
- Learn how audit functions have evolved from traditional automation to GenAI-powered tools..
- Explore practical use cases of GenAI tools like ChatGPT..
- Identify key opportunities to automate the entire audit lifecycle, from planning to reporting..
- Generate and evaluate risk assessment matrices and identify high-risk financial areas using GenAI prompts..
- Use GenAI to summarize financial statements, review prior-year audit reports, and interpret trial balances..
- Draft control walkthrough narratives, control test plans, and automate SOX compliance evaluations..
- Apply AI to test design and implementation of internal controls and automate audit documentation..
- Detect fraud using NLP techniques, pattern analysis, and predictive analytics with GenAI support..
- Perform AI-assisted journal entry testing (JET) and generate templates for audit programs and test plans..
- Learn to auto-generate audit memos, workpapers, checklists, and real-time cross-referencing documentation..
- Convert emails and meeting notes into audit evidence using GenAI tools..
- Draft findings, issue summaries, executive conclusions, and management response narratives automatically..
- Use GenAI to conduct trend analysis, identify unusual financial movements, and evaluate cash flow statements..
- Personalize and fine-tune audit reports by client, industry, and engagement type using GenAI..
- Study real-world case studies from EY, banks, insurance firms, and fintech audits where GenAI was successfully deployed..
- Strengthen audit quality while reducing manual efforts through AI-driven insights and automation..
- Develop a future-ready skill set to lead in the era of AI-integrated auditing and assurance services..
Course Content
- Introduction to Generative AI in Financial Auditing –> 5 lectures • 10min.
- Using GenAI to summarize financial statements –> 2 lectures • 3min.
- Automating review of past audit reports and prior year findings –> 2 lectures • 3min.
- Risk assessment matrix generation through GenAI prompts –> 2 lectures • 3min.
- Identifying high-risk financial areas ( revenue recognition, asset impairment) –> 2 lectures • 2min.
- GenAI-generated checklists for engagement planning –> 2 lectures • 3min.
- Case Study: AI-assisted risk scoping for a banking audit engagement –> 1 lecture • 2min.
- Drafting control walkthrough narratives with GenAI –> 2 lectures • 3min.
- Generative AI for testing design and implementation of internal controls –> 2 lectures • 3min.
- AI-assisted control matrix and test plan generation –> 2 lectures • 3min.
- Automating control test documentation –> 2 lectures • 3min.
- Prompt examples for evaluating SOX compliance –> 1 lecture • 2min.
- Case Study: Control assessment automation at a large insurance firm –> 1 lecture • 2min.
- GenAI in generating sampling logic explanations –> 2 lectures • 3min.
- Interpreting trial balances and ledgers with LLMs –> 2 lectures • 4min.
- AI-assisted journal entry testing (JET) –> 2 lectures • 3min.
- Using GenAI to generate test templates and audit programs –> 2 lectures • 3min.
- Interpreting AI-summarized variance analyses –> 2 lectures • 3min.
- Case Study: AI-driven substantive testing of loan portfolios in fintech audit –> 1 lecture • 3min.
- Red flag generation using GenAI prompts –> 2 lectures • 2min.
- NLP techniques to assess free-text data for potential fraud –> 2 lectures • 3min.
- Pattern analysis in expense claims, vendor transactions, and payroll –> 2 lectures • 2min.
- Combining predictive analytics and GenAI in fraud risk identification –> 2 lectures • 2min.
- Real-time fraud narrative drafting using GenAI –> 2 lectures • 3min.
- Case Study: Catching fraudulent reimbursement claims using AI –> 1 lecture • 2min.
- Auto-generating audit memos, workpapers, and checklists –> 2 lectures • 2min.
- Converting emails and meeting notes into audit evidence with GenAI –> 2 lectures • 2min.
- Real-time documentation and cross-referencing –> 2 lectures • 2min.
- Drafting findings, issues, and impact assessments –> 2 lectures • 2min.
- Documenting management responses using GenAI –> 2 lectures • 3min.
- Case Study: AI-generated working paper folders in a statutory audit –> 1 lecture • 2min.
- Income statement and balance sheet narrative generation –> 2 lectures • 3min.
- Trend and ratio analysis using AI-generated summaries –> 2 lectures • 3min.
- Automating comparison of year-on-year financials –> 2 lectures • 3min.
- Identifying unusual financial movements or inconsistencies –> 2 lectures • 2min.
- AI-supported evaluation of cash flows and liquidity metrics –> 2 lectures • 3min.
- Case Study: GenAI-enabled analysis of quarterly filings of listed firms –> 1 lecture • 2min.
- Prompting GenAI to write executive summaries and conclusion sections –> 2 lectures • 3min.
- Drafting audit opinions using pre-defined templates –> 2 lectures • 3min.
- Tone calibration and language optimization –> 2 lectures • 3min.
- Report personalization by client, industry, and engagement scope –> 2 lectures • 3min.
- Illustrative prompts for assurance reports –> 2 lectures • 3min.
- Case Study: Automating draft audit reports in IFRS/GAAP compliance audits –> 1 lecture • 2min.
- 1000+ Prompts – Generative AI for Auditors –> 50 lectures • 1hr 22min.
Requirements
This specialized course on Generative AI for Auditors equips finance and audit professionals with the knowledge and tools to revolutionize their audit processes using state-of-the-art AI technologies. Beginning with a foundational understanding of What is Generative AI, the course explores the shift from traditional automation to AI-driven intelligence in auditing. Participants are introduced to industry-leading tools like ChatGPT which are redefining how auditors engage with data, generate insights, and produce deliverables. A core focus is the automation potential across the audit lifecycle, including summarizing financial statements, reviewing prior-year reports, generating risk assessment matrices, and identifying high-risk financial areas such as revenue recognition and asset impairment.
Real-world case studies, such as EY’s global deployment of GenAI and AI-assisted risk scoping in a banking audit, demonstrate how major firms are embracing this technology. Learners will practice creating GenAI-generated checklists for engagement planning, control walkthroughs, and test plans for internal controls, along with prompts for evaluating SOX compliance. The course covers advanced applications like AI-supported sampling logic, journal entry testing (JET), variance analysis interpretation, and substantive audit procedures—illustrated through a fintech loan audit case study.
Fraud detection is tackled using GenAI-powered red flag generation, NLP-based text reviews, pattern recognition in expenses, and predictive fraud analytics. Participants will also explore how to draft audit memos, convert emails into evidence, and use GenAI for real-time documentation and cross-referencing. Narrative generation for financial statements, cash flow evaluation, and report drafting is integrated with tone calibration and personalization. With over 1000 audit-specific GenAI prompts, this course empowers auditors to reduce manual effort, increase assurance quality, and deliver faster, smarter, and more informed audits in the AI age.