Role-Based Programme
RB0023

ChatGPT for Finance & Accounting

Analyse, Report & Build Smarter Financial Workflows

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Duration
16 Hours
Level
Intermediate
Delivery
Instructor-Led
Format
Capability Training

Programme Objectives

  • Develop functional proficiency in applying ChatGPT across financial analysis, accounting documentation, reconciliations, budgeting, forecasting support, reporting, and management communication.
  • Apply advanced prompting and context-engineering techniques to generate structured, traceable, and finance-relevant outputs.
  • Analyse spreadsheets, financial reports, transactional information, and supporting documents to identify trends, variances, anomalies, and decision-relevant insights.
  • Build reusable ChatGPT-assisted workflows that improve financial reporting, review, research, documentation, and recurring finance activities.
  • Apply appropriate accuracy, confidentiality, source validation, human review, and governance controls when using Generative AI with financial information.

Tools covered

ChatGPTGenerative AIAdvanced Prompt EngineeringFile AnalysisData AnalysisChatGPT for Excel & Google SheetsChatGPT SearchDeep ResearchProjectsPlugins & Connected Apps

Who should attend

  • Finance Managers
  • Financial Analysts
  • Accountants
  • Management Accountants
  • FP&A Professionals
  • Corporate Finance Professionals
  • Accounts Payable Professionals
  • Accounts Receivable Professionals
  • General Ledger Professionals
  • Financial Reporting Professionals
  • Budgeting & Forecasting Professionals
  • Finance Operations Professionals
  • Controllership Teams
  • Finance Business Partners
  • Finance Team Leads & Managers

Prerequisites & Participant Readiness

  • Basic understanding of finance and accounting activities
  • Familiarity with financial statements, spreadsheets, budgets, transactions, or management reports
  • Basic Excel or spreadsheet proficiency is helpful
  • Basic understanding of Generative AI is beneficial but not mandatory
  • No programming knowledge required
  • Completion of a shorter ChatGPT programme is not required

TOC Modules

Concepts
  • Understanding ChatGPT capabilities across finance and accounting workflows
  • Identifying suitable applications across analysis, reporting, documentation, research, and communication
  • Understanding hallucinations, calculation risks, outdated information, and limitations of AI-generated financial outputs
  • Understanding confidentiality requirements around financial, customer, employee, and company information
Practical activities
  • Mapping recurring finance activities to suitable ChatGPT-assisted workflows
  • Testing ChatGPT with representative finance and accounting scenarios

Scenarios

Monthly Financial Review & Management Reporting

Financial Data → ChatGPT Analysis → Actual vs Budget → Material Variances → Validated Drivers → Management Commentary → Executive Summary → Review & Approval

Participants analyse monthly financial information, identify material performance movements, develop evidence-based variance commentary, and produce a concise management report while maintaining finance validation and approval controls.

Reconciliation & Financial Exception Management

Source Data A → Source Data B → Matching → Exceptions → Investigation Categories → Priority Actions → Resolution Tracking → Finance Review

Participants use ChatGPT to support a structured reconciliation workflow, identify unmatched or unusual transactions, categorise exceptions, and prepare an actionable review summary for finance teams.

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