Role-Based Programme
RB0950

NotebookLM for Finance & Accounting

Analyse Financial Information, Reconcile Evidence & Build Management Insights

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Duration
8 Hours
Level
Basic
Delivery
Instructor-Led
Format
Workshop

Programme Objectives

  • Build foundational proficiency in using NotebookLM to organise and analyse financial reports, accounting documents, policies, reconciliations, and supporting information.
  • Apply source-grounded questioning and citations to retrieve financial explanations, assumptions, variances, obligations, and supporting evidence.
  • Compare multiple financial and accounting documents to identify differences, inconsistencies, open items, and areas requiring further review.
  • Create reusable workflows for financial review, reconciliation support, management reporting, documentation, and decision support.
  • Apply appropriate confidentiality, source validation, accounting judgement, and human-review practices when using AI-assisted financial analysis.

Tools covered

NotebookLMSource-Grounded ChatCitationsSource ManagementReportsData TablesMind MapsSlide DecksAudio Overviews

Who should attend

  • Finance Managers
  • Accounting Managers
  • Financial Analysts
  • Management Accountants
  • Financial Planning & Analysis Professionals
  • General Ledger & Closing Teams
  • Accounts Payable Professionals
  • Accounts Receivable Professionals
  • Financial Reporting Professionals
  • Controllership Teams
  • Finance Operations Professionals
  • Cost Accounting Professionals
  • Finance Business Partners
  • Internal Finance Control Teams

Prerequisites & Participant Readiness

  • Basic understanding of finance or accounting activities
  • Familiarity with financial statements, reports, reconciliations, policies, or management information
  • Basic computer and internet proficiency
  • Familiarity with spreadsheets and financial documentation is helpful
  • No programming or technical AI knowledge required
  • No previous NotebookLM experience required

TOC Modules

Concepts
  • Understanding NotebookLM as a source-grounded AI research and analysis workspace
  • Understanding notebooks, sources, chat, citations, and generated outputs
  • Identifying suitable finance sources such as reports, policies, reconciliations, statements, and management packs
  • Understanding the difference between source-grounded analysis and general AI-generated responses
Practical activities
  • Creating a finance-focused notebook using sample financial documents
  • Exploring automatically generated source summaries
  • Asking introductory questions about financial information contained in the selected sources

Scenarios

Monthly Financial Review Preparation

Financial Reports + Budget / Forecast + Management Commentary → NotebookLM Analysis → Variances & Explanations → Open Actions → Management Brief

Participants consolidate monthly finance information into a source-grounded review, improving analysis, documentation efficiency, and management-meeting preparation.

Reconciliation & Exception Review

Reconciliation Files + Supporting Evidence → Source Comparison → Open Items → Inconsistencies → Owners & Actions → Review Summary

Participants use NotebookLM to organise reconciliation evidence, identify unresolved items, and create a structured follow-up summary while keeping final accounting decisions and approvals human-led.

**Capability Reference:** NotebookLM currently supports source-grounded chat with inline citations and Studio outputs including Reports, Data Tables, Mind Maps, Slide Decks, Audio Overviews, and Video Overviews; Data Tables can also be exported to Google Sheets for further review.

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