Role-Based Programme
RB1431

AI for Finance & Accounting

Advanced Financial Analytics, Intelligent Reporting & Finance Automation

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

Programme Objectives

  • Develop advanced capability to apply AI across accounting, financial analysis, budgeting, forecasting, reporting, reconciliation, controls, and finance operations.
  • Use AI to analyse financial statements, accounting records, budgets, forecasts, transactions, invoices, management reports, and operational finance data.
  • Build repeatable AI-assisted workflows for financial analysis, reconciliation, variance investigation, forecasting, management reporting, and document processing.
  • Apply AI to identify financial trends, anomalies, cost drivers, forecast deviations, control exceptions, and process-improvement opportunities.
  • Design responsible AI-enabled Finance & Accounting workflows with appropriate controls for financial accuracy, confidentiality, data quality, explainability, approvals, auditability, and human oversight.

Tools covered

Generative AI AssistantsAI Search & ResearchDocument AISpreadsheet & Data AnalysisFinancial Analytics ToolsAccounting SystemsForecasting & Planning ToolsReporting & Dashboard ToolsOCR & Data ExtractionKnowledge Management AIWorkflow Automation

Who should attend

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

Prerequisites & Participant Readiness

  • Working knowledge of finance, accounting, financial reporting, budgeting, or business analysis
  • Familiarity with financial statements, accounting transactions, budgets, forecasts, reconciliations, and finance reports
  • Basic proficiency with spreadsheets, financial data, documents, presentations, and workplace productivity applications
  • No previous AI course attendance required
  • No programming background required

TOC Modules

Concepts
  • Understanding Generative AI, analytical AI, Document AI, and finance automation
  • Mapping AI opportunities across accounting, planning, analysis, reporting, and finance operations
  • Understanding AI assistance versus accountable financial judgement
  • Recognising hallucination, confidentiality, financial accuracy, compliance, and control risks
Practical activities
  • Mapping an existing Finance & Accounting workflow
  • Comparing manual and AI-assisted finance activities
  • Creating a Finance AI opportunity matrix

Scenarios

Month-End Financial Data to Management Reporting

Financial Transactions → Data Validation → Reconciliation → Financial Close → Variance Analysis → KPI Calculation → AI-Assisted Commentary → Management Dashboard → Finance Review

Participants use AI-assisted techniques to process a simulated month-end finance dataset, identify reconciliation exceptions, analyse financial performance, and prepare an executive-ready management report.

Budget & Actuals to Intelligent Financial Planning

Historical Financials + Budget + Actuals + Business Drivers + Cash Flow + Cost Data → AI Analysis → Variance Drivers → Forecast Scenarios → Financial Risks → Priority Actions → Finance Dashboard → Leadership Review

Participants design an AI-enabled financial planning workflow that consolidates financial and operational information, identifies performance deviations, develops alternative forecasts, automates appropriate analytical activities, and strengthens management visibility while retaining final financial decisions with authorised finance professionals.

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