AI for Finance & Accounting Tasks
Let AI handle the reading and the writing so you can spend your time on the analysis
About this course
This course teaches finance professionals and business owners to run ChatGPT (GPT-4o) and Claude as a finance writing and summarizing co-pilot, not a calculator or a source of truth. You learn to summarize long filings and management reports without losing the material numbers, translate financial statements into language a department head or a founder actually understands, generate the journal-entry and expense-recoding narratives auditors ask for, and draft variance commentary, board decks, and stakeholder emails directly from your figures. Every lesson ends with a copy-paste prompt and a worked before-and-after, plus the guardrails — recompute-don't-trust, source-grounding, SOX and confidentiality limits, and PII handling — that keep AI-assisted finance accurate and defensible.
Curriculum
Module 1: Setting Up AI for Finance Work
- A Drafting Tool, Not a Calculator or a Source of TruthPreview
- Confidentiality, PII, and the SOX Line🔒
- Your Finance Prompt Skeleton🔒
Module 2: Summarizing and Explaining Financial Information
- Summarizing 10-Ks, Annual Reports, and Month-End Packs🔒
- Explaining Statements in Plain English🔒
- Ratios, Trends, and the Story Behind the Numbers🔒
Module 3: Narrating Transactions and Expenses
- Expense Categorization Narratives🔒
- Journal-Entry and Accrual Memos🔒
- Reconciliations and Exception Write-Ups🔒
Module 4: Reporting to Stakeholders
- Variance Commentary and Management Reporting🔒
- Board and Investor Updates🔒
- Stakeholder Emails and the Verification Routine🔒