Role-Based Programme
RB0024

ChatGPT for Finance & Accounting

Advanced AI Workflows, Financial Intelligence & Automation

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Duration
32 Hours
Level
Advanced
Delivery
Instructor-Led
Format
Capability Development

Programme Objectives

  • Develop advanced proficiency in applying ChatGPT across financial reporting, accounting operations, reconciliations, budgeting, forecasting, variance analysis, audit support, and management reporting.
  • Build reusable AI-assisted workflows for analysing financial data, reviewing documents, investigating exceptions, preparing reports, and supporting finance decision-making.
  • Apply ChatGPT to spreadsheets, financial statements, transaction data, policies, contracts, and supporting documents while maintaining traceability and validation.
  • Design persistent and connected finance workflows using Projects, specialised assistants, approved business applications, and recurring automation.
  • Establish appropriate human review, confidentiality, calculation validation, segregation of duties, and governance controls for AI-assisted finance processes.

Tools covered

ChatGPTAdvanced Prompt EngineeringFile & Spreadsheet AnalysisChatGPT for Excel / Google SheetsChatGPT SearchDeep ResearchProjectsCustom GPTsPlugins & Connected AppsScheduled TasksChatGPT Work

Who should attend

  • Finance Managers
  • Accountants
  • Financial Analysts
  • Management Accountants
  • FP&A Professionals
  • Accounts Payable Professionals
  • Accounts Receivable Professionals
  • General Ledger Professionals
  • Financial Reporting Professionals
  • Controllership Teams
  • Budgeting & Forecasting Professionals
  • Treasury Professionals
  • Tax & Compliance Finance Teams
  • Finance Operations Professionals
  • Finance Business Partners
  • Finance Controllers & Senior Finance Leaders

Prerequisites & Participant Readiness

  • Familiarity with finance, accounting, reporting, budgeting, or transactional processes
  • Basic understanding of financial statements and spreadsheet-based finance work
  • Familiarity with Microsoft Excel or Google Sheets is beneficial
  • Basic knowledge of reconciliations, variance analysis, and management reporting is helpful
  • Prior Generative AI experience is beneficial but not mandatory
  • No programming knowledge required
  • Advanced functionality may depend on ChatGPT plan, workspace permissions, and approved connected applications
  • Completion of shorter ChatGPT for Finance programmes is not required

TOC Modules

Concepts
  • Understanding ChatGPT across Record → Analyse → Report → Review → Decide workflows
  • Identifying appropriate finance and accounting activities for AI assistance
  • Understanding AI-generated analysis versus authoritative financial records
  • Understanding hallucinations, calculation errors, confidentiality, and financial-control risks
Practical activities
  • Mapping recurring finance activities to suitable ChatGPT applications
  • Testing ChatGPT against realistic accounting and financial-analysis requirements
  • Identifying activities requiring mandatory human or system validation

Scenarios

Month-End Finance Intelligence Workflow

ERP / Financial Export → Spreadsheet Analysis → Reconciliation → Variance Identification → Supporting Documents → Commentary → Management Pack → Controller Review

Participants create an advanced ChatGPT-assisted month-end workflow that analyses validated financial information, identifies exceptions and variances, prepares management commentary, and consolidates outputs while preserving controller review and source reconciliation.

Budget, Forecast & Management Decision Support

Historical Financial Data → Business Drivers → Assumptions → Scenario Analysis → External Research → Forecast Comparison → Risks & Opportunities → Leadership Brief

Participants combine financial data, business assumptions, source-backed research, and scenario analysis to create a structured finance decision-support workflow while ensuring all calculations, assumptions, and recommendations remain subject to finance validation.

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