AI for finance and accounting

About this course

This course covers applying AI to the finance function of a small or mid-size business — from cleaning up raw exports to management reporting and budgeting. It solves a specific problem: numbers in different reports don't match, and explaining the gap eats up more time than the decision itself.

The training runs on your company's real data. 'Data and Order' covers cleaning and reconciling exports and building a chart of accounts everyone understands; 'Reporting' covers building a management report and explaining variances; 'Analysis' covers cost and margin by line of business, expense leaks, and budget-vs-actual review; 'Planning' covers building a budget, a payment calendar, and cash-gap scenarios.

The course is for owners, finance managers, and accountants who handle bookkeeping themselves or check numbers prepared by a contractor. You'll need your own real transaction export for at least one month. The course doesn't replace an auditor or tax advisor — final reporting and tax decisions stay with a qualified specialist.

What you'll learn

• Clean and reconcile data exports with AI
• Build a one-page management report
• Explain variances and write commentary for reports
• Calculate cost and margin by line of business
• Find leaks and one-off anomalies in expenses
• Build a budget and a cash-inflow forecast
• Put together a payment calendar and cash-gap scenarios
• Run a budget-vs-actual review and close the period using a checklist

What you'll end up with

• A rebuilt chart of accounts and a clean transaction export for your company
• A management report template and a period-close checklist
• A budget and payment calendar for the coming months
• A certificate of completion (on paid plans)

This course isn't for you if you're looking to replace an accountant or auditor — it teaches you to prepare and check numbers faster, not to make financial or tax decisions in a specialist's place.