Role-Based Programme
RB0083

Gemini 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 Gemini across financial analysis, accounting operations, reporting, reconciliation, budgeting, forecasting, and management review.
  • Build reusable AI-assisted finance workflows using advanced prompting, spreadsheets, financial documents, Workspace information, Deep Research, and Gems.
  • Apply Gemini to identify financial trends, variances, exceptions, reconciliation issues, reporting requirements, and management insights from approved business information.
  • Design recurring finance workflows for reporting, research, monitoring, documentation, and follow-up while maintaining appropriate human approval.
  • Apply strong governance practices covering financial accuracy, confidentiality, source validation, segregation of duties, permissions, and accountable decision-making.

Tools covered

Google GeminiGemini in Google WorkspaceGemini in SheetsGmailDocsDriveSlidesDeep ResearchGemsAI Functions in SheetsScheduled Actions

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
  • Finance Operations Professionals
  • Treasury Professionals
  • Finance Business Partners
  • Finance Controllers & Senior Finance Leaders

Prerequisites & Participant Readiness

  • Familiarity with finance, accounting, budgeting, reporting, or transactional processes
  • Basic understanding of financial statements, reconciliations, and management reporting
  • Familiarity with Google Sheets or spreadsheet-based finance work is beneficial
  • Basic Google Workspace experience is helpful
  • Prior Generative AI experience is beneficial but not mandatory
  • No programming knowledge required
  • Advanced capabilities may depend on Google Workspace edition, Gemini access, administrator settings, and organizational permissions
  • Completion of shorter Gemini courses is not required

TOC Modules

Concepts
  • Understanding Gemini across Record → Analyse → Review → Report → Decide finance workflows
  • Understanding AI assistance versus authoritative ERP, accounting, and financial systems
Practical activities
  • Mapping recurring finance activities to appropriate Gemini capabilities
  • Comparing manual and Gemini-assisted approaches to common finance tasks
  • Identifying finance activities requiring mandatory human validation or approval

Scenarios

Month-End Financial Performance & Management Reporting

ERP / Finance Export → Gemini in Sheets → Reconciliation → Variance Analysis → Gmail / Drive Context → Management Commentary → Finance Review → Leadership Report

Participants build an advanced Gemini-assisted month-end workflow that consolidates validated financial information, identifies material variances and exceptions, and prepares management-ready reporting while preserving finance review and source reconciliation.

Budget, Forecast & Financial Intelligence Workflow

Historical Financial Data → Business Drivers → Assumptions → Scenario Analysis → Deep Research → Financial Impact → Gem-Assisted Review → Scheduled Monitoring → Leadership Brief

Participants combine internal financial information with evidence-backed external research and recurring Gemini workflows to support forecasting and planning while keeping assumptions, calculations, and consequential financial decisions under accountable human control.

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