Role-Based Programme
RB1429

AI for Finance & Accounting

Smarter Financial Analysis, Reporting, Forecasting & Process Automation

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Duration
8 Hours
Level
Basic
Delivery
Instructor-Led
Format
Workshop

Programme Objectives

  • Understand how AI can support Finance and Accounting across financial analysis, reporting, reconciliations, budgeting, forecasting, and routine operations.
  • Apply AI-assisted techniques to analyse financial data, identify variances, summarise reports, organise accounting information, and improve recurring finance workflows.
  • Use structured prompting for financial analysis, reconciliations, management commentary, budgeting support, forecasting, and reporting.
  • Explore AI-supported approaches for identifying anomalies, cost trends, financial exceptions, process bottlenecks, and areas requiring further investigation.
  • Build responsible AI-assisted Finance and Accounting workflows while maintaining data confidentiality, calculation accuracy, controls, compliance, and human oversight.

Tools covered

Generative AI AssistantsAI Search & ResearchDocument AISpreadsheet & Financial Data AnalysisFinancial Reporting AIForecasting SupportReconciliation & Variance AnalysisFinance Workflow Automation

Who should attend

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

Prerequisites & Participant Readiness

  • Basic understanding of Finance and Accounting concepts
  • Familiarity with financial statements, accounting records, budgets, reconciliations, or management reports is helpful
  • Basic computer, spreadsheet, and data-handling skills
  • No AI or programming knowledge required
  • No previous AI training required

TOC Modules

Concepts
  • Understanding Generative AI and its relevance to Finance and Accounting
  • Identifying AI applications across accounting operations, analysis, reporting, forecasting, and decision support
  • Understanding AI assistance versus Finance professional and management judgement
  • Recognising limitations such as incorrect calculations, hallucinations, incomplete financial context, and unsupported conclusions
Practical activities
  • Mapping a typical Finance & Accounting workflow
  • Identifying repetitive and information-intensive finance activities suitable for AI assistance
  • Comparing a traditional finance task with an AI-assisted approach

Scenarios

Monthly Financial Data to Management Review

Ledger Data + Budget + Prior Period → AI-Assisted Validation → Reconciliation → Variance Analysis → Key Drivers → Finance Review → Management Commentary

Participants use AI to analyse sample monthly financial information, identify material movements and reconciliation issues, and prepare a structured management-review summary.

Business Assumptions to Financial Forecast

Historical Performance + Business Drivers + Cost Assumptions → AI-Assisted Analysis → Base / Upside / Downside Scenarios → Financial Impact → Risks → Management Report

Participants use AI to structure sample forecasting assumptions, compare financial scenarios, and prepare a management-ready Finance & Accounting report while keeping financial decisions under authorised human control.

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