Role-Based Programme
RB0949

NotebookLM for Finance & Accounting

Analyse Financial Information with Source-Grounded AI

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

Programme Objectives

  • Understand how NotebookLM can support financial information review, reporting, reconciliation analysis, and management reporting.
  • Explore source-grounded AI for analysing financial reports, policies, procedures, budgets, and accounting documentation.
  • Identify variances, trends, inconsistencies, obligations, and information gaps across multiple financial sources.
  • Experience practical workflows for creating financial summaries, comparison tables, and management briefs.
  • Recognise confidentiality, source validation, numerical accuracy, and human-review requirements when using AI with financial information.

Tools covered

NotebookLMSource-Grounded ChatCitationsFile & Web SourcesReportsData TablesMind Maps

Who should attend

  • Finance Managers
  • Accountants
  • Financial Analysts
  • Management Accountants
  • FP&A Professionals
  • Finance Operations Professionals
  • Accounts Payable Professionals
  • Accounts Receivable Professionals
  • Financial Reporting Professionals
  • Finance Controllers

Prerequisites & Participant Readiness

  • Basic understanding of finance or accounting activities
  • Familiarity with financial reports, budgets, policies, or accounting documents
  • Basic spreadsheet and document-handling skills
  • No programming or advanced AI knowledge required
  • No previous NotebookLM experience required

TOC Modules

Concepts
  • Understanding NotebookLM as a source-grounded AI research and analysis environment
  • Understanding notebooks, sources, citations, chat, and generated outputs
  • Identifying applications across finance reporting, accounting reviews, budgeting, and analysis
  • Understanding source-grounded analysis versus general AI-generated responses
Practical activities
  • Creating a notebook for a sample finance use case
  • Adding financial documents and asking source-grounded questions
  • Tracing financial answers back to supporting citations

Scenarios

Monthly Financial Review to Management Brief

Budget + Actual Reports + Management Notes → NotebookLM Analysis → Variances & Trends → Explanations → Open Questions → Management Brief

Participants consolidate monthly financial information to identify important variances, trends, explanations, and areas requiring further finance review.

Finance Policy & Procedure Review

Finance Policy + Accounting Procedure + Supporting Documents → Source-Grounded Analysis → Requirements → Responsibilities → Gaps → Review Summary

Participants use NotebookLM to compare finance policies and procedures, identify responsibilities and inconsistencies, and prepare a structured review summary for finance-team validation.

Related programmes

Continue with programmes from the same capability area.

Take the next step

Ready to make this programme work for your team?

Customise modules, duration and business scenarios for your team.

Instructor-ledVirtualHybrid

Designed around your roles, tools and real workflows.