Course Description:
Welcome to “Practical AI for Finance” course.
Ready to turn AI into your daily co‑pilot—automate, forecast, and optimize—without being a data scientist? In this course, you’ll get real wins from day one.
Picture this: invoices that read themselves, PDFs turning into clean Excel logs, and month‑end narratives drafted in seconds. Then, forecasts that explain themselves—12‑month cash views, best/base/worst scenarios, and simple sliders to test prices, volumes, FX, and inflation.
We’ll keep it safe and audit‑ready: privacy, controls, evidence trails—no mystery boxes.
By the end, you’ll be able to: • Automate document and reporting workflows. • Produce CFO‑ready commentary and KPI decks. • Build rolling forecasts with alerts when reality drifts from plan. • Unlock working‑capital savings and smarter budgets.
Low/no‑code tools, quick labs, and practical templates—so you can ship results fast.
If you’re ready to trade busywork for impact and make better decisions, hit start. Let’s put AI to work for your finance team—today.
Course Objectives:
- Understand GenAI basics for finance, key use cases, and ethical guardrails.
- Build data pipelines: OCR receipts, classify GL codes, detect anomalies.
- Automate reports: draft KPI decks and cash-flow narratives from raw data.
- Forecast simply: create 12-month cash plans and scenario what-ifs.
- Optimize spend and working capital using AI-driven insights.
- Communicate results with fan charts, waterfalls, and stakeholder-ready stories.
Requirements
No previous experience is necessary.
Who is this course for?
- All
