Role-Based Programme
RB1430

AI for Finance & Accounting

Smarter Financial Analysis, Reporting, Controls & Decision Support

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

Programme Objectives

  • Apply AI across Finance and Accounting activities including transaction analysis, reconciliations, budgeting, forecasting, financial reporting, and management decision support.
  • Use AI-assisted techniques to analyse financial data, accounting records, budgets, variances, supporting documents, and operational trends more efficiently.
  • Develop structured workflows for period-end activities, reconciliations, financial analysis, forecasting, controls, and management reporting.
  • Improve financial visibility through AI-assisted exception identification, variance analysis, trend interpretation, scenario modelling, and reporting.
  • Apply responsible AI practices covering financial-data confidentiality, calculation accuracy, auditability, accounting judgement, access control, and human approval.

Tools covered

Generative AI AssistantsFinancial Data AnalysisSpreadsheet AnalysisAccounting Document IntelligenceVariance AnalysisBudgeting & Forecasting SupportReconciliation SupportFinancial ReportingControl AnalysisWorkflow Automation

Who should attend

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

Prerequisites & Participant Readiness

  • Working knowledge of Finance, Accounting, financial reporting, or business-finance activities
  • Familiarity with financial statements, budgets, reconciliations, journal entries, or management reporting is helpful
  • Basic spreadsheet and numerical-analysis skills
  • Basic awareness of Generative AI is helpful
  • No programming or advanced AI knowledge required

TOC Modules

Concepts
  • Understanding Generative AI, analytics, document intelligence, and automation in Finance and Accounting
  • Identifying AI applications across accounting, reporting, planning, controls, and financial analysis
  • Understanding AI assistance versus professional accounting judgement and authorised financial decision-making
  • Recognising risks related to confidential data, calculation errors, hallucinated financial information, and unsupported conclusions
Practical activities
  • Mapping the Finance and Accounting lifecycle to AI-assisted opportunities
  • Identifying repetitive analytical and reporting activities suitable for AI support
  • Comparing traditional and AI-assisted finance workflows

Scenarios

Month-End Financial Data to Management Reporting

Ledger Data + Reconciliations + Actuals + Budget → AI-Assisted Validation → Variance Analysis → Exception Review → Financial Commentary → Human Approval → Management Report

Participants work through a simulated period-end Finance workflow, validate financial information, identify significant variances and reconciliation issues, and prepare an evidence-based management report for authorised review.

Financial Trends to Forecast & Decision-Support Plan

Historical Actuals + Budget + Revenue & Cost Drivers + Working Capital Data → AI Analysis → Trends → Forecast Scenarios → Financial Risks & Opportunities → Priority Actions → Leadership Report

Participants consolidate financial information, develop scenario-based forecasts, identify financial risks and opportunities, and prepare a leadership-ready decision-support report with clear assumptions and recommended areas for management review.

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