Role-Based Programme
RB1428

AI for Finance & Accounting

Smarter Analysis, Reporting & Financial Productivity

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

Programme Objectives

  • Understand how AI can support Finance and Accounting across analysis, reporting, reconciliations, documentation, forecasting support, and management communication.
  • Explore practical prompting techniques for financial data, spreadsheet analysis, variance commentary, accounting documentation, and management reports.
  • Apply AI to organise financial information, identify patterns, explain variances, and prepare structured finance outputs.
  • Identify opportunities to improve analytical productivity, reporting efficiency, documentation quality, and financial decision support.
  • Recognise financial-data confidentiality, accuracy, auditability, governance, and human-review responsibilities when using AI.

Tools covered

Generative AI AssistantsAI-Assisted Financial AnalysisSpreadsheet SupportFinancial ReportingVariance AnalysisDocument SummarisationManagement ReportingBasic Finance Workflow Automation

Who should attend

  • Finance Executives
  • Accounting Professionals
  • Financial Analysts
  • Management Accountants
  • Finance Managers
  • Controllers
  • FP&A Professionals
  • Accounts Payable Professionals
  • Accounts Receivable Professionals
  • General Ledger Professionals
  • Finance Operations Professionals
  • Financial Reporting Professionals
  • Finance & Accounting Team Leads

Prerequisites & Participant Readiness

  • Basic understanding of Finance or Accounting activities
  • Familiarity with financial statements, spreadsheets, budgets, reconciliations, or management reports is helpful
  • Basic computer and spreadsheet skills
  • No AI or programming knowledge required
  • No previous Generative AI experience required

TOC Modules

Concepts
  • Understanding Generative AI and its relevance to Finance and Accounting
  • Identifying AI applications across financial analysis, accounting support, reporting, documentation, and communication
  • Understanding AI assistance versus Finance and Accounting professional judgement
  • Recognising financial decisions, accounting treatments, and approvals requiring validated evidence and authorised review
Practical activities
  • Mapping common Finance and Accounting activities to potential AI applications
  • Comparing a traditional finance task with an AI-assisted approach

Scenarios

Monthly Financial Data to Management Performance Report

Financial Data → AI-Assisted Analysis → Actual vs Budget → Variances → Key Drivers → Risks & Actions → Management Summary

Participants use AI to organise sample monthly financial information, identify significant variances, and prepare structured management commentary while retaining final financial interpretation with authorised finance professionals.

Reconciliation Data to Period-Close Action Plan

Account Data → AI-Assisted Review → Unmatched Items → Exceptions → Clarification Requirements → Action Owners → Close Checklist

Participants use AI to organise a sample reconciliation, identify unresolved items, and prepare a structured period-close action plan while retaining all accounting entries, approvals, and financial decisions with authorised Finance and Accounting professionals.

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