Generative AI for Accounting & Financial Services Professionals

Start Date End Date Venue Fees (US $)
18 Oct 2026 Istanbul, Turkey $ 4,500 Register
06 Dec 2026 Riyadh, KSA $ 3,900 Register

Generative AI for Accounting & Financial Services Professionals

Introduction

The AI for Accounting and Finance Professionals Training Course is an industry-focused program designed to help finance experts enhance their skills and transform traditional financial functions using Artificial Intelligence. This practical Finance AI course teaches you how to apply AI in Accounting and AI in Finance across workflows such as reporting, forecasting, auditing, and compliance. With hands-on exposure to powerful tools like ChatGPT, Microsoft Copilot, and Google Sheets, this course bridges the gap between knowledge and application. Whether you’re an AI for Accounting Professional aiming to modernize your work or an AI for Finance Professional looking to advance your role, this program provides immediate, job-ready capabilities focused on automation, analytics, and intelligent decision-making.

Objectives

    By the end of this training course, participants will be able to:

    • Automate reporting using AI in Accounting tools
    • Perform advanced data analytics using AI in Finance methods
    • Build dynamic dashboards with AI Software for Accounting platforms
    • Create forecasting models as an AI for Finance Professional
    • Detect anomalies and fraud using AI for Accounting Professional frameworks
    • Implement AI governance and ethical compliance standards
    • Use ChatGPT, Claude and Copilot to generate insights and streamline financial reports

Training Methodology

This training course will be structured as a highly participative workshop with formal presentations, case studies and interactive worked examples. Relevant examples and case studies illustrate the application of each of the topics covered and ample opportunities are provided to practice and perfect financial modelling in Excel with one of our laptops, or your own.

Who Should Attend?

Ideal for finance professionals looking to upskill in AI-driven accounting and finance, including:

  • Accountants implementing AI in Accounting workflows
  • Financial analysts exploring AI in Finance models
  • FP&A professionals advancing as AI for Finance Professional specialists
  • Auditors applying AI for Accounting Professional methods
  • Finance managers driving AI-driven transformation
  • CFO teams deploying AI Software for Accounting solutions

Course Outline

Module 1: AI in Accounting and Finance Operations

  • Role of AI in modern finance functions
  • AI applications in GL, AP, AR, FP&A, audit, and tax
  • AI vs traditional automation in finance
  • Risk, governance, and data confidentiality considerations

Module 2: Prompt Engineering for Financial Workflows

  • Designing structured finance prompts
  • AI-generated management commentary
  • Converting trial balance into analytical summaries
  • Scenario-based financial questioning

Module 3: AI-Powered Financial Analysis

  • Automated ratio analysis
  • Variance analysis and explanations
  • Multi-period trend identification
  • AI-generated board-level insights

Module 4: AI with Excel for Finance

  • AI-assisted formula generation
  • Data cleaning and reconciliation
  • AI for financial model structuring
  • Error detection and correction

Module 5: AI with Power BI for Financial Dashboards

  • AI-driven visual insights
  • Automated KPI dashboards
  • Natural language queries for financial data
  • Smart narrative generation

Module 6: Budgeting, Forecasting, and Scenario Modelling

  • Predictive forecasting using historical data
  • Rolling forecasts with AI support
  • What-if and sensitivity analysis
  • Scenario generation for decision-making

Module 7: AI for Audit, Compliance, and Fraud Detection

  • Anomaly detection in financial transactions
  • Duplicate and irregular entry identification
  • AI for ledger review and sampling
  • Contract and invoice analysis using AI

Module 8: AI with Python for Finance (Optional)

  • Introduction to Python for financial data
  • Data processing with Pandas
  • Simple predictive revenue model
  • Automated financial data classification

Module 9: AI Governance and Implementation Roadmap

  • AI policy for finance departments
  • Data privacy and access control
  • Validation and review frameworks
  • ROI measurement for AI adoption

Accreditation

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