ERP, Analytics & AI in Finance
SO-AIFA11
AI Tools for Finance & Accounting Professionals
Develop practical skills to use Artificial Intelligence tools responsibly across finance, accounting and business-reporting workflows, prompt engineering, and report automation.
Course Description
Develop practical skills to use Artificial Intelligence tools responsibly across finance, accounting and business-reporting workflows. The programme focuses on AI-assisted data analysis, financial reporting, spreadsheet productivity, document review, research, forecasting support and management communication while emphasizing human verification, confidentiality, professional judgement and responsible AI usage.
Programme Features:
• Structured Learning Plan
• Hands-on AI Tool Practice
• Finance & Accounting Use Cases
• Prompt Engineering for Finance Tasks
• Excel + AI Workflow Exercises
• Financial Analysis Case Studies
• AI-Assisted Reporting Exercises
• Practical Productivity Workflows
• Project-Based Learning
• Personalized Academic Guidance
• Doubt-Clearing Sessions
Why Choose SKILLOXY?
• Finance + AI Integrated Learning
• Practical, Application-Oriented Training
• No Programming Required
• Realistic Finance and Accounting Use Cases
• Strong Focus on Human Verification
• Responsible and Ethical AI Usage
• Career-Relevant AI Productivity Skills
• Flexible Learning Modes
• Individual Learning Support
Programme Features:
• Structured Learning Plan
• Hands-on AI Tool Practice
• Finance & Accounting Use Cases
• Prompt Engineering for Finance Tasks
• Excel + AI Workflow Exercises
• Financial Analysis Case Studies
• AI-Assisted Reporting Exercises
• Practical Productivity Workflows
• Project-Based Learning
• Personalized Academic Guidance
• Doubt-Clearing Sessions
Why Choose SKILLOXY?
• Finance + AI Integrated Learning
• Practical, Application-Oriented Training
• No Programming Required
• Realistic Finance and Accounting Use Cases
• Strong Focus on Human Verification
• Responsible and Ethical AI Usage
• Career-Relevant AI Productivity Skills
• Flexible Learning Modes
• Individual Learning Support
Programme Features
-
Certificate of Completion
Verified certificate of completion -
Practice & Mock Tests
Assessments to test knowledge -
1-on-1 Mentorship
Live doubts clarification sessions -
Video Lectures
High quality lecture videos -
Study Resources
Downloadable notes and guides -
Lifetime Course Access
Self-paced learning anytime
Prerequisites & Requirements
- Basic computer knowledge is required.
- Familiarity with Microsoft Excel and fundamental accounting or finance concepts is recommended.
- No prior AI or programming experience is required.
- Suitable for commerce and management students, accountants, finance executives, analysts, entrepreneurs, managers and working professionals.
What You'll Learn
- Understand Generative AI and its Applications in Finance & Accounting
- Understand the Capabilities and Limitations of AI Tools
- Develop Effective Prompting Skills for Finance Tasks
- Use AI to Assist with Accounting and Finance Research
- Analyse Structured Financial Data with AI Assistance
- Use AI to Support Spreadsheet and Excel Workflows
- Generate and Explain Excel Formulas with AI Assistance
- Assist with Data Cleaning and Classification
- Analyse Revenue, Cost and Profitability Information
- Support Budget vs Actual and Variance Analysis
- Explore AI-Assisted Financial Ratio Analysis
- Summarise Financial Statements and Management Reports
- Identify Trends, Patterns and Potential Anomalies in Data
- Support Accounts Receivable and Payable Analysis
- Assist with Cash Flow Analysis and Forecasting
- Develop Management Information System (MIS) Narratives
- Create Management Summaries from Financial Data
- Use AI to Support Financial Dashboard Interpretation
- Assist with Business and Financial Scenario Analysis
- Develop Professional Finance Presentations and Reports
- Use AI for Document Summarisation and Information Extraction
- Improve Routine Finance Communication and Productivity
- Understand AI-Assisted Workflow Automation Fundamentals
- Verify AI-Generated Calculations and Financial Outputs
- Recognise AI Hallucinations, Errors and Unsupported Conclusions
- Understand Data Privacy and Confidentiality in AI Workflows
- Apply Responsible AI Practices in Finance and Accounting
- Complete Practical AI-Assisted Finance Projects
Course Curriculum
Generative AI in Finance
Overview of GenAI Tools (ChatGPT, Copilot, Claude, Gemini)
Prompt Engineering Principles for Financial Professionals
Data Privacy, Security & Client Confidentiality in AI
AI for Excel & Accounting Productivity
Financial Analysis & Reporting with AI
Responsible AI & Workflow Automation
Target Audience
Chartered Accountants & Tax Advisors
Corporate Finance Executives & Analysts
MIS Specialists & Auditors
Finance Leadership & CFOs
Career Opportunities
AI
Powered Financial Analyst - Leverage AI to accelerate financial reporting, commentary, and research
Finance Transformation Consultant
Modernize accounting workflows with generative AI and productivity tools
Senior Accounting Executive
Automate narrative reporting, formula creation, and data synthesis with AI
Course Duration & Structure
Duration
60 Hours
Delivery Mode
Hybrid
Difficulty Level
All