Role-Based Programme
RB1399

AI-Powered Finance Operations & Shared Services

Intelligent Transaction Processing, Service Analytics & Finance Automation

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

Programme Objectives

  • Develop advanced capability to apply AI across finance operations, shared services, transaction processing, reconciliations, case management, financial close support, and service delivery.
  • Use AI to analyse invoices, journals, account balances, service requests, transaction data, reconciliations, operational metrics, and finance documentation.
  • Build repeatable AI-assisted workflows for transaction validation, exception handling, case routing, reconciliation, reporting, follow-up, and finance service management.
  • Apply AI to identify process bottlenecks, transaction exceptions, recurring service requests, reconciliation issues, control gaps, and automation opportunities.
  • Design responsible AI-enabled Finance Operations & Shared Services workflows with appropriate controls for financial accuracy, confidentiality, segregation of duties, approvals, auditability, and human oversight.

Tools covered

Generative AI AssistantsAI Search & ResearchDocument AIOCR & Data ExtractionSpreadsheet & Data AnalysisERP & Financial SystemsFinance Shared Services PlatformsReconciliation ToolsCase Management ToolsReporting & Dashboard ToolsWorkflow Automation

Who should attend

  • Finance Operations Managers
  • Finance Shared Services Managers
  • Finance Operations Analysts
  • Shared Services Professionals
  • Finance Process Managers
  • Record-to-Report Professionals
  • Procure-to-Pay Professionals
  • Order-to-Cash Professionals
  • General Ledger Professionals
  • Reconciliation Analysts
  • Finance Service Delivery Professionals
  • Finance Transformation Professionals
  • Financial Controllers
  • Shared Services Team Leads
  • Finance Operations & Shared Services Team Leads

Prerequisites & Participant Readiness

  • Working knowledge of finance operations, accounting, shared services, or transactional finance processes
  • Familiarity with invoices, journals, reconciliations, financial records, service requests, reporting, and finance workflows
  • Basic proficiency with spreadsheets, ERP systems, documents, and workplace productivity applications
  • No previous AI course attendance required
  • No programming background required

TOC Modules

Concepts
  • Understanding Generative AI, analytical AI, Document AI, OCR, and finance automation
  • Mapping AI opportunities across transactional finance, service delivery, reconciliation, and reporting
  • Understanding AI assistance versus accountable finance decisions
  • Recognising financial-accuracy, confidentiality, fraud, and control risks
Practical activities
  • Mapping an existing Finance Shared Services workflow
  • Comparing manual and AI-assisted finance operations
  • Creating a Finance Operations AI opportunity matrix

Scenarios

Finance Service Request to Controlled Resolution

Finance Request → AI-Assisted Intake → Classification → Transaction / Document Review → Validation → Resolution Support → Approval → User Communication → Reconciliation → Closure

Participants use AI-assisted techniques to manage a simulated finance service request from intake through validation, resolution, communication, and closure while maintaining appropriate financial controls.

Finance Shared Services Data to Operational Excellence

Transactions + Service Cases + Reconciliations + Close Data + SLA Performance + Exception Logs → AI Analysis → Process Bottlenecks → Control Risks → Priority Improvements → Automated Follow-Up → Finance Dashboard → Management Review

Participants design an AI-enabled Finance Operations & Shared Services workflow that consolidates transactional and service data, identifies recurring process and control issues, automates suitable activities, and improves finance service delivery while retaining final financial decisions with authorised professionals.

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.