This is an introductory and hands-on course designed for anyone who wants to understand and apply Generative AI in Finance and Accounting, even with no prior experience. The course focuses on modern tools with free versions available and requires no programming skills. In a clear and practical way, you will learn how to analyze financial reports, automate routine tasks, generate forecasts, make smarter decisions, and perform other key financial activities using leading AI tools.
In Section 1, we cover the strategic foundations of AI in finance in a straightforward, jargon-free manner. You will learn how to get the most out of the course and explore real-world use cases, ranging from automated analysis to management reporting. You will see how companies are already leveraging AI to optimize their operations and improve efficiency.
In Section 2, we move into hands-on analysis using leading generative AI tools such as ChatGPT and Gemini. You will analyze real company financial statements (income statements, balance sheets, revenues, expenses, sales reports, and more) and apply advanced prompting techniques for deeper insights. You will also learn how to generate charts, analyze images (graphs, tables, and receipts), automate management reports and variance analysis, extract insights from PDFs and visual data using Gemini, perform fundamental investment analysis, and compare different AI platforms (such as DeepSeek and Perplexity) to understand when each one is most effective.
Section 3 focuses on strategic applications, including financial forecasting, scenario simulation, fraud and anomaly detection, enabling AI-powered web research, and essential topics such as governance, ethics, and data protection regulations.
In Section 4, you will learn how to build complete AI workflows without coding using Make, so you can automate financial analysis and email report delivery (which can also be adapted for several other use cases). We will also explore how to integrate AI with existing financial software and implement effective team collaboration strategies.
Finally, you will learn how to combine ready-made tools with customized solutions, enabling you to choose the best AI approach for each challenge. The course concludes with a practical action idea to implement your first AI solution in finance, applying everything you’ve learned in a simple and effective way.
Ideal for finance professionals, accountants, and managers, this course demonstrates how to use Generative AI in a practical, modern, and accessible way, supported by real examples, up-to-date tools, and automations that deliver measurable results.
