AI by department
AI for finance and management control course
Faster closes, deeper analysis and reports that explain themselves.
The finance function works with a lot of repetitive information and the requirement not to make mistakes. AI can speed up reconciliations, closes and reports and free up time for analysis, provided it is used with the right controls.
In this course we work on concrete cases: extracting data from documents, finding differences, variance analysis, cash forecasts and commentary on results ready for leadership. And we spend time on what worries any finance lead: how to check what the AI does and how to protect confidential information.
What you will learn
- Automate repetitive accounting and treasury tasks
- Analyse variances and explain results with AI help
- Prepare forecasts and scenarios
- Generate commented management reports
- Control the risks of error and confidentiality
Syllabus
6 modules, from the fundamentals to the final project.
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AI in the finance function
- Use cases in accounting, control and treasury
- Typical AI mistakes with numbers
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Documents and data
- Extracting data from invoices, statements and contracts
- Reconciliations and finding differences
- Expense classification
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Close and analysis
- Variance analysis against budget
- Commentary on results for leadership
- Anomaly detection
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Forecasting
- Cash forecasting and scenarios
- Assumptions and sensitivity analysis
- When statistical models are needed
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Management reports
- From the dashboard to the report text
- Board presentations
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Control and compliance
- Reviewing outputs and traceability
- Confidential data and approved tools
- Using AI in internal audit
Tools you will practise with
- Excel with Copilot
- ChatGPT, Claude or Gemini
- Power BI
- Document extraction tools
Hands-on project
You automate part of your monthly close (for example, variance analysis with its commentary for leadership) and document the controls for reviewing what the AI does.
Requirements
- Excel skills and knowledge of accounting or management control.
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Where it is applied
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Data extraction from documents, PDFs and forms
We use AI to read documents, pick out key information and prepare reviewable data for Excel, CRM, ERP or any internal tool.
Want this course for your team?
We adapt the content, length and format to your company.