Use AI tools to speed up finance work: analyzing data, writing reports, automating repetitive tasks and checking the accuracy of results.
Course Curriculum
| 1. AI Basics for Finance | |||
| 1.1 What AI can and cannot do in finance Details | 00:06:00 | ||
| 1.2 Choosing the right AI tools Details | 00:06:00 | ||
| 1.3 Writing effective prompts for finance tasks Details | 00:09:00 | ||
| 1.4 Data privacy and confidentiality Details | 00:06:00 | ||
| 2. AI with Excel | |||
| 2.1 Generating and explaining formulas Details | 00:07:00 | ||
| 2.2 Cleaning messy data with AI Details | 00:07:00 | ||
| 2.3 Copilot in Excel Details | 00:07:00 | ||
| 3. Analysis and Reporting | |||
| 3.1 Analyzing financial statements with AI Details | 00:08:00 | ||
| 3.2 Writing management reports and commentary Details | 00:07:00 | ||
| 3.3 Variance explanations in minutes Details | 00:06:00 | ||
| 3.4 Building charts and presentations Details | 00:06:00 | ||
| 4. Automation | |||
| 4.1 Automating invoice and receipt data extraction Details | 00:08:00 | ||
| 4.2 Reconciliation helpers Details | 00:07:00 | ||
| 4.3 Simple workflows with no-code tools Details | 00:08:00 | ||
| 5. Accuracy and Ethics | |||
| 5.1 Checking AI output and avoiding errors Details | 00:07:00 | ||
| 5.2 The future of finance jobs with AI Details | 00:05:00 | ||
| 5.3 Final project: AI-assisted monthly report Details | 00:12:00 | ||
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