Role-Based Programme
RB0515

Gemini for Google Workspace for Finance & Accounting

Explore AI-Assisted Analysis, Reporting & Finance Workflows

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

Programme Objectives

  • Understand how Gemini can support financial analysis, accounting documentation, reporting, communication, and routine finance workflows.
  • Explore AI-assisted analysis of financial data, trends, variances, exceptions, and management information.
  • Use approved financial documents, spreadsheets, emails, and Workspace information to support finance activities.
  • Experience Gemini-assisted reporting, reconciliation support, communication, and meeting follow-up.
  • Recognise accuracy, confidentiality, source validation, approval, and human-accountability requirements when using AI with financial information.

Tools covered

Gemini for Google WorkspaceGemini in Google SheetsGoogle DriveGoogle DocsGmailGoogle Meet

Who should attend

  • Finance Managers
  • Accounting Managers
  • Finance Executives
  • Accountants
  • Finance Analysts
  • Financial Planning & Analysis Professionals
  • Accounts Payable Professionals
  • Accounts Receivable Professionals
  • General Ledger Professionals
  • Finance Operations Professionals
  • Shared Services Finance Professionals
  • Finance Team Leads

Prerequisites & Participant Readiness

  • Basic understanding of finance or accounting processes
  • Familiarity with spreadsheets, financial reports, invoices, reconciliations, or budgets
  • Basic experience with Google Workspace applications is helpful
  • General awareness of generative AI is beneficial
  • No programming expertise required
  • No previous Gemini for Google Workspace experience required

TOC Modules

Concepts
  • Understanding Gemini across financial analysis, documentation, communication, and collaboration
  • Identifying finance use cases across reporting, accounting operations, planning, and transaction support
  • Understanding the difference between AI assistance and authorised financial or accounting decisions
  • Recognising confidentiality, accuracy, and financial-data sensitivity
Practical activities
  • Exploring representative finance activities across Gemini-enabled Workspace applications
  • Mapping Finance Activity → Workspace Tool → Gemini Assistance → Business Outcome

Scenarios

Monthly Financial Data to Management Review

Financial Data → Gemini in Sheets → Budget vs Actual Analysis → Significant Variances → Finance Validation → Management Summary → Action Items

Participants analyse a representative monthly dataset, identify material exceptions, and prepare a concise management summary while ensuring that financial conclusions are verified by the responsible finance professional.

Reconciliation Exception to Controlled Resolution

Account Records → Comparison → Difference Identification → Gemini-Assisted Summary → Supporting Evidence → Accountant Review → Corrective Action → Closure

Participants use Gemini to organise and communicate reconciliation exceptions while keeping accounting treatment, adjustments, and final approval under qualified finance ownership.

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