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AI for your profession · Finance

AI for finance professionals. See where AI turns reporting into decisions.

AI now drafts variance commentary, suggests journal entries and reconciles accounts. Learn to use it in your close, your models and your reports, with the controls finance needs.

Or get your personal AI playbook now

What changes

Your work, re-mapped.

How AI is changing this work today, task by task. Your assessment maps it onto your own week.

Tasks AI can already do for you.

  • Manual data pulls and reformatting
  • First drafts of variance commentary
  • Invoice and receipt data entry
  • Routine reconciliations

The curriculum

Ten modules.
One path through them.

Your assessment orders these for your level and goals and skips what you already know. Open any module to see what it covers.

01AI for finance: what's real5 topics

Separate useful finance AI from marketing claims.

  1. How language models handle numbers
  2. Where AI makes calculation errors
  3. Purpose-built finance AI vs chatbots
  4. What auditors and regulators expect
  5. A controls-first mindset
02AI inside Excel and spreadsheets5 topics

Get more from the tool you already live in.

  1. Formulas and lookups explained by AI
  2. Cleaning and reshaping data
  3. Building models with an AI assistant
  4. Python in Excel basics
  5. Checking AI-built spreadsheets
03FP&A and forecasting5 topics

Build forecasts and scenarios faster, and explain them better.

  1. Driver-based forecasting with AI
  2. Scenario and sensitivity analysis
  3. Natural-language questions over plans
  4. Rolling forecasts
  5. Forecast accuracy tracking
04Month-end close5 topics

Shorten the close with AI suggestions and exception flags.

  1. Automated reconciliations
  2. Suggested journal entries and review
  3. Flux and variance explanations
  4. Close checklists and task tracking
  5. Documenting AI-assisted steps
05Accounts payable and receivable5 topics

Cut manual work in invoices, payments and collections.

  1. Invoice capture and coding
  2. Duplicate and fraud detection
  3. Collections emails and reminders
  4. Vendor queries
  5. Cash application
06Management and board reporting5 topics

Turn numbers into a narrative leaders act on.

  1. Drafting commentary from data
  2. Charts that tell the story
  3. Consistent definitions and KPIs
  4. Tailoring for audiences
  5. Reviewing AI-written narrative
07Audit, risk and controls5 topics

Use AI for evidence and testing while keeping controls tight.

  1. AI-assisted audit evidence
  2. Sampling and anomaly detection
  3. Internal controls over AI use
  4. Documentation and sign-off
  5. Model risk basics
08Tax and compliance support5 topics

Speed up research and preparation, and know where to stop.

  1. Researching tax questions with AI
  2. Summarising regulation changes
  3. Preparing working papers
  4. Verifying against primary sources
  5. When to escalate to a specialist
09Data, privacy and security in finance5 topics

Protect sensitive financial data when using AI.

  1. What not to share with AI tools
  2. Enterprise vs consumer AI
  3. Access controls and audit trails
  4. Vendor due diligence
  5. An AI policy for finance teams
10The AI-ready finance function5 topics

Plan your own growth and your team's next step.

  1. Skills finance teams now hire for
  2. Choosing finance AI tools
  3. Running a pilot and measuring savings
  4. Change management
  5. Your 90-day plan

Outcomes

By the end, you can.

  • 01Build and check a forecast model with an AI assistant
  • 02Cut manual steps from your month-end close
  • 03Draft board-ready commentary from raw numbers
  • 04Set controls and documentation for AI-assisted work

Tools and techniques you'll use

  • Microsoft Excel with Copilot
  • Datarails
  • BlackLine
  • Numeric
  • DataSnipper
  • Vic.ai
  • ChatGPT, Claude and Gemini

Who it's forAccountants, FP&A analysts, controllers, auditors, CFOs and finance students.

The course is opening soon

Be first in.

Join the waitlist for the Finance course. One email when it opens, nothing else.

Questions

Good to know.

Can AI be trusted with financial calculations?

Not blindly. Language models can make arithmetic and logic errors, so the course teaches you to let AI handle drafting and structure while calculations run in spreadsheets or finance systems, with review steps you can show an auditor.

Is this for accountants or FP&A analysts?

Both. The assessment detects your role and orders the modules for you: close and audit first for accountants, forecasting and reporting first for FP&A.

When does the course open?

The full course is being built now and opens to the waitlist first. Join with your email and we'll tell you as soon as it's ready.

How is the course personalised?

Before the course, a five-minute assessment, by text or by voice with Iris, our AI guide, learns your role, daily work, skills and goals. Your personal playbook then orders these modules for your level and goals and skips what you already know.

What can I do while I wait?

Take the assessment now. You get your personal AI playbook straight away, with the tasks in your work AI can take over, the ones it speeds up, and your learning path.