AI for Accounting and Finance

AI for Accounting and Finance is your beginner-friendly guide to using artificial intelligence in modern accounting and financial services. This online training shows you how AI tools can improve speed, accuracy, and decision-making in your day-to-day financial tasks.

You’ll discover how to quickly analyze large data sets, extract numbers from scanned receipts and images, and build smart dashboards in Excel using AI features. Learn how natural language queries let you ask simple questions, and get charts, graphs, or summaries in seconds. No coding or technical background is required.

Designed for early-career accountants, bookkeepers, and financial analysts, this course uses practical examples to help you apply AI in real office tasks. You’ll also explore AI’s role in risk analysis, fraud detection, and document processing across different file types like PDFs and images.

By the end of the course, you’ll be able to save time, reduce errors, and unlock insights using easy-to-access AI tools, including Excel AI and ChatGPT. You’ll also be better prepared for promotions and new opportunities in the fast-changing world of finance.

If you want to stay ahead in accounting and finance, learning how to use AI is more important than ever. This course gives you the skills to work smarter, not harder, and helps you stand out in today’s AI-driven workplace.

In this course, you’ll learn how to:

• Explain how AI tools are transforming accounting and finance roles.
• Identify common types of AI used in financial services.
• Analyze large financial data sets using AI-powered tools.
• Extract numbers from receipts and invoices with AI OCR.
• Convert handwritten financial records into digital data using AI.
• Create professional accounting dashboards in Excel with AI features.
• Write strong AI prompts for better financial data insights.
• Use natural language queries to generate charts and summaries.
• Detect errors and fraud in transactions using AI systems.
• Use ChatGPT to simplify financial risks and business terms.
• Build a basic risk register for financial risk management.

WHAT YOU GET

Certificate of Completion

• Earn a certificate each time you complete a course.
• Showcase your commitment to continuous growth and professional development.
• Impress potential employers.
• Enhance your professional profile.
• Available in PDF format to Download or Print.

INSTRUCTOR

Nida Naguib

Meet Nida, your passionate and dedicated guide in the dynamic world of investment research and sustainability! With over a decade of experience in educational content development, Nida is driven by an unwavering commitment to empower finance professionals and propel them to new heights of success. Nida’s expertise goes beyond the conventional. She is a specialist in transforming workflows and enhancing productivity, utilizing cutting-edge tools like Generative AI, Excel, and LLMs to streamline processes and unlock efficiency. Far from a typical consultant, she is a respected leader in her field, with prestigious credentials including a CFA Charter and ACCA membership. Join Nida on this transformative journey as she shares her wealth of knowledge, helping you achieve financial excellence while embracing sustainable success. Whether you're optimizing your workflow or diving into the complexities of investment research, Nida’s approach will inspire and elevate your career.