Role-Based Programme
RB0518

Gemini for Google Workspace for Finance & Accounting

Advanced AI Workflows for Financial Analysis, Reporting & Finance Operations

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

Programme Objectives

  • Develop advanced proficiency in using Gemini across Google Workspace for finance analysis, accounting operations, reporting, planning, and management communication.
  • Apply Gemini in Google Sheets for financial data analysis, variance investigation, forecasting support, reconciliation analysis, and management reporting.
  • Use Gemini across Drive, Docs, Gmail, Meet, and Slides to synthesize financial information and accelerate reporting cycles.
  • Build integrated AI-assisted workflows for budgeting, month-end close, AP/AR, expense analysis, financial reviews, and decision support.
  • Establish responsible AI practices covering financial-data accuracy, confidentiality, segregation of duties, auditability, approvals, and human financial ownership.

Tools covered

Gemini for Google WorkspaceGoogle SheetsGoogle DocsGmailGoogle DriveGoogle SlidesGoogle MeetGoogle FormsGoogle ChatGemini Side Panel

Who should attend

  • Finance Managers
  • Accounting Managers
  • Financial Controllers
  • Finance Business Partners
  • Financial Planning & Analysis Professionals
  • Management Accountants
  • General Ledger Professionals
  • Accounts Payable Professionals
  • Accounts Receivable Professionals
  • Finance Operations Professionals
  • Budgeting & Forecasting Professionals
  • Finance Shared Services Professionals
  • Financial Analysts
  • Finance Transformation Professionals
  • Senior Finance Team Members

Prerequisites & Participant Readiness

  • Good understanding of finance and accounting concepts
  • Familiarity with financial statements, budgets, forecasts, variances, and reconciliations
  • Working knowledge of Google Sheets
  • Basic understanding of formulas and structured financial data
  • Familiarity with month-end reporting and finance operations is beneficial
  • Basic understanding of generative AI concepts
  • Access to an eligible Google Workspace environment with Gemini capabilities is recommended

TOC Modules

Concepts
  • Understanding Gemini across Sheets, Docs, Drive, Gmail, Slides, Meet, and Chat
  • Mapping AI assistance across record-to-report, planning, analysis, and finance operations
  • Understanding contextual and cross-Workspace finance workflows
  • Differentiating AI assistance from accounting judgement and financial authority
Practical activities
  • Exploring Gemini using sample finance information
  • Creating reusable finance prompt structures
  • Mapping Finance Activity → Workspace App → Gemini Capability
  • Building Financial Input → Gemini → Validation → Finance Action workflow

Scenarios

Month-End Performance Review & Forecast Update

Financial Actuals → Google Sheets → Data Validation → Variance Analysis → Driver Investigation → Forecast Update → Google Docs Commentary → Google Slides Management Review

Participants transform validated month-end financial data into variance analysis, updated forecast scenarios, management commentary, and a decision-ready reporting package.

Working Capital & Finance Operations Review

AP + AR Data → Gemini Analysis → Ageing & Exception Identification → Cash Impact → Priority Actions → Stakeholder Communication → Management Review

Participants analyze payables and receivables information, identify exceptions requiring investigation, assess potential working-capital implications, and prepare controlled follow-up actions without delegating payment, credit, or accounting decisions to AI.

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