AI for Accountants and Finance Professionals

Practical application of Artificial Intelligence to automate processes, improve financial analysis and support strategic decision-making.

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Who This Training Is For

• Accountants and accounting technicians
• Financial managers and controllers
• CFOs and management teams
• Administrative and finance departments in SMEs

What Your Company Will Achieve

• Automate repetitive administrative and financial tasks
• Produce reports and analyses faster and with greater accuracy
• Use AI to identify patterns and anomalies in financial data
• Support strategic decisions with predictive analysis
• Increase the operational efficiency of the finance department

Training Programme

1. AI and automation in accounting processes
2. AI-assisted financial analysis — reports and dashboards
3. Practical tools — Excel with AI, Power BI and financial copilots
4. Pattern recognition and anomaly detection with machine learning
5. AI for decision support and financial forecasting
6. Security, compliance and best practices in financial data handling

Learning Objectives

• Understand the core concepts of Artificial Intelligence, generative AI and Large Language Models (LLM)
• Structure effective requests and instructions (prompt engineering) aimed at finance and accounting tasks
• Use AI assistants (ChatGPT, Claude, NotebookLM, Microsoft 365 Copilot, Gemini) for financial analysis, productivity and work organisation
• Create dashboards, simple applications and supporting materials (reports, presentations, infographics) with AI
• Configure personalised AI assistants and agents, trained on the firm's own procedures and internal knowledge
• Apply ethical, security and data protection practice when using AI in an accounting and finance context
• Integrate AI into real workflows, always keeping human oversight and professional responsibility

Format

• In-person or online
• Adaptable to the software and tools already used by the organisation
• Exercises with real (anonymised) data
• Post-training follow-up available

What Makes This Different

This is not a technology course for finance professionals.

It's a finance training with AI — focused on practical application, respecting accounting best practices and compliance requirements.

Is your finance team using AI with method?

Request a personalised proposal.