Role-Based Programme
RB0021

ChatGPT for Finance & Accounting

AI Skills for Smarter Financial Work

IMAGE REQUIRED
Duration
4 Hours
Level
Awareness
Delivery
Instructor-Led
Format
Awareness Session

Programme Objectives

  • Understand how ChatGPT can support everyday Finance and Accounting activities without replacing professional financial judgement.
  • Explore practical prompting techniques for financial analysis, reporting, reconciliation support, documentation, and communication.
  • Apply ChatGPT to structure, summarise, analyse, and explain financial information more efficiently.
  • Experience how spreadsheets, reports, statements, policies, and supporting documents can be analysed using ChatGPT.
  • Recognise confidentiality, accuracy, regulatory, data-quality, and human-review requirements when using AI with financial information.

Tools covered

ChatGPTPromptingFile UploadsSpreadsheet & Data AnalysisDocument AnalysisChatGPT SearchContent Generation

Who should attend

  • Finance Executives
  • Accountants
  • Financial Analysts
  • Management Accountants
  • Accounts Payable Professionals
  • Accounts Receivable Professionals
  • FP&A Professionals
  • Cost Accounting Professionals
  • Finance Operations Professionals
  • Controllers
  • Tax & Finance Support Professionals
  • Treasury Professionals
  • Finance Managers
  • Accounting Managers

Prerequisites & Participant Readiness

  • Basic understanding of Finance or Accounting activities
  • Familiarity with spreadsheets, financial reports, or accounting information is helpful
  • Basic computer and internet proficiency
  • No AI or programming knowledge required
  • No previous ChatGPT experience required

TOC Modules

Concepts
  • Understanding ChatGPT and Generative AI from a Finance and Accounting perspective
  • Identifying suitable applications across reporting, analysis, reconciliation, documentation, and communication
  • Understanding AI assistance versus professional financial judgement and approval
  • Recognising risks involving confidential financial information, inaccurate calculations, and unsupported assumptions
Practical activities
  • Exploring ChatGPT through common Finance and Accounting activities
  • Comparing a manually prepared finance task with an AI-assisted approach

Scenarios

Financial Data to Management Insight

Financial Spreadsheet → Data Review → Variance Analysis → Key Drivers → Management Summary → Recommended Follow-Up

Participants use ChatGPT to analyse sample financial data, identify significant movements, and convert findings into a concise management-ready summary while validating all calculations and conclusions.

Reconciliation to Exception Report

Transaction Records → Data Comparison → Mismatches → Exception Classification → Investigation Notes → Reconciliation Summary

Participants use ChatGPT to support a reconciliation exercise by identifying and organising differences, creating investigation notes, and preparing a structured summary for financial review.

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