Role-Based Programme
RB0951

NotebookLM for Finance & Accounting

Source-Grounded Analysis, Reporting & Financial Decision Support

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Duration
16 Hours
Level
Intermediate
Delivery
Instructor-Led
Format
Capability Training

Programme Objectives

  • Develop functional proficiency in using NotebookLM to analyse financial reports, budgets, policies, management documents, and supporting records.
  • Build source-grounded workflows for variance analysis, management reporting, financial research, and decision preparation.
  • Compare multiple financial sources to identify trends, discrepancies, risks, assumptions, and unresolved questions.
  • Create structured reports, data tables, management briefs, and reusable finance knowledge workflows.
  • Apply appropriate confidentiality, source validation, professional judgement, and human review to AI-assisted financial analysis.

Tools covered

NotebookLMSource-Grounded ChatCitationsMulti-Source AnalysisReportsData TablesMind MapsAudio OverviewsSlide Decks

Who should attend

  • Finance Managers
  • Accounting Managers
  • Financial Analysts
  • FP&A Professionals
  • Management Accountants
  • Financial Controllers
  • Finance Business Partners
  • Accounts Payable & Receivable Professionals
  • Cost Accounting Professionals
  • Treasury Professionals
  • Finance Operations Professionals
  • Finance Team Leads

Prerequisites & Participant Readiness

  • Basic understanding of finance and accounting processes
  • Familiarity with budgets, financial statements, management reports, or accounting documentation
  • Basic spreadsheet and business-reporting knowledge is helpful
  • Basic computer and internet proficiency
  • No programming knowledge required
  • No previous NotebookLM experience required

TOC Modules

Concepts
  • Understanding NotebookLM as a source-grounded research and knowledge workspace
  • Understanding notebooks, sources, chat, citations, and generated outputs
  • Identifying finance applications across analysis, reporting, budgeting, and review
Practical activities
  • Creating a finance-focused notebook
  • Adding sample financial reports, policies, budgets, and supporting documents
  • Asking financial questions and validating answers against cited sources

Scenarios

Monthly Financial Review to Management Brief

Budget + Actual Reports + Management Commentary → NotebookLM → Variance Analysis → Drivers & Risks → Actions → Management Brief

Participants combine multiple financial sources to identify significant variances, explanations, risks, and required actions before preparing a concise management-review briefing.

Finance Policy & Audit Evidence Review

Accounting Policies + Procedures + Supporting Records → NotebookLM → Control Requirements → Evidence Mapping → Gaps & Questions → Finance Review

Participants use NotebookLM to analyse finance policies and supporting documentation, map relevant controls and evidence, and identify areas requiring further professional review.

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