AI for Accounting and Finance

This beginner-friendly guide will help you understand how AI tools can make your daily work easier, like analyzing data in seconds, turning scanned receipts into usable numbers, and building powerful dashboards in Excel. You'll also learn how to use natural language queries to ask AI questions and get instant summaries, charts, and financial visuals.
The course focuses on tools that are easy to access and doesn't require any programming background. You'll see how AI can help you review data from different file types, spot fraud or errors fast, and even understand business risks better through modern risk analysis techniques.
By the end, you'll be able to use AI to boost your productivity, improve decision-making, and add real value to your organization. Whether you're just starting out or looking to grow in your role, this is a smart step toward staying ahead in today's tech-driven financial world.
This course will teach you how to:
Explain how AI is changing accounting and finance jobs.
Identify different types of AI used in finance today.
Use AI tools to read and sort large data sets.
Extract text and numbers from images using OCR tools.
Turn handwritten receipts into digital data using AI.
Create accounting dashboards in Excel using AI features.
Write clear prompts to get results from AI tools.
Use natural language to ask questions and get data.
Find errors or unusual transactions with AI detection tools.
Use ChatGPT to explain business risks and financial terms.
Create a simple risk register to track and manage risks.
Describe real-life ways AI boosts speed and accuracy in finance.