It is mandatory for all participants to be equipped with a laptop (Microsoft OS, Windows 10, 4 gig ram, i5 core), pre-installed with either Microsoft Excel 2016 (full licence) or any latest version, to optimise the learning experience. Macros cannot be executed when the workbook containing them is opened in Excel online. Also, kindly note that Mac Excel version has limited Excel functionality. Access to Google Chrome and Google Sheet would be required.
This course is designed for accounting and finance professionals looking to enhance their roles by building intelligent, automated finance systems powered by Artificial Intelligence (AI). Participants will explore how to streamline key accounting and finance tasks, such as data analysis and financial projection, by designing AI-powered workflows during the session. With guidance, participants will build their own AI systems to perform a finance-related task. By the end of the course, participants will gain practical skills to deploy AI-powered finance solutions that improve accuracy, save time, and enhance strategic impact, without any advanced coding skills.
At the end of this course, you will be able to:
- Understand how AI can streamline key tasks in accounting and finance;
- build a foundational AI-powered workflow using no-code tools;
- configure an AI agent to automate a recurring accounting or finance task, tailored to specific business context;
- integrate external data sources (e.g. spreadsheets, APIs, or accounting platforms) into an AI automation pipeline to enhance operational efficiency; and
- evaluate the effectiveness and business impact of their AI workflows based on time savings, data accuracy, and strategic value.
Programme Outline
The AI-Ready Accountant
- Introduction into AI’s Role in Powering Professional Services Today
- Foundational Frameworks for AI Systems and AI-ready Data Structuring
- Discussion: Explore the Potential of AI to Enhance Accounting Effectiveness and Productivity
AI Use Cases in Accounting and Finance
- AI Use Case: Anomaly Detection
- AI Use Case: Financial Projection for Budget Control
- AI Use Case: Natural Language Summarisation and Report Automation
- Exercise: Define your Use Case (Scenarios, Expected ROI)
Design and Build Your AI System
- Design your AI System (User Experience, Process Journey, Data Source, AI Agent Configuration)
- System Set Up (Google Suite Connections, Third-Party API Configuration)
- Develop your AI System (Workflow Configuration, API Connection, System Prompting Engineering)
- Test your AI System (Iterative Testing and Improvement)
Showcase & Feedback
- Exercise: AI System Showcase
- Discussion: Common Themes, Gaps, “Wow” Factors
- Sales Process System (Showcasing Art of the Possible)
Future Planning & Career Integration
- Discussion: Applying Your Learnings to your Career
- Building Your AI Career Toolkit
- The AI Trajectory and Trends
Training Methodology*
Workshop style with hand-on exercises, group discussion, and case studies.
Closing Date for Registration*
1 Week before Programme or Until Full Enrolment.
Intended For
This course is designed for accounting professionals with a foundational understanding of AI (including basic use of tools like ChatGPT for daily tasks), Chartered Accountants, SME finance teams, and professionals working in digital finance roles.
Schedule & Fees
Testimonial
Funding
No funding Available!
Programme Facilitator(s)
It is mandatory for all participants to be equipped with a laptop (Microsoft OS, Windows 10, 4 gig ram, i5 core), pre-installed with either Microsoft Excel 2016 (full licence) or any latest version, to optimise the learning experience. Macros cannot be executed when the workbook containing them is opened in Excel online. Also, kindly note that Mac Excel version has limited Excel functionality. Access to Google Chrome and Google Sheet would be required.
This course is designed for accounting and finance professionals looking to enhance their roles by building intelligent, automated finance systems powered by Artificial Intelligence (AI). Participants will explore how to streamline key accounting and finance tasks, such as data analysis and financial projection, by designing AI-powered workflows during the session. With guidance, participants will build their own AI systems to perform a finance-related task. By the end of the course, participants will gain practical skills to deploy AI-powered finance solutions that improve accuracy, save time, and enhance strategic impact, without any advanced coding skills.
At the end of this course, you will be able to:
- Understand how AI can streamline key tasks in accounting and finance;
- build a foundational AI-powered workflow using no-code tools;
- configure an AI agent to automate a recurring accounting or finance task, tailored to specific business context;
- integrate external data sources (e.g. spreadsheets, APIs, or accounting platforms) into an AI automation pipeline to enhance operational efficiency; and
- evaluate the effectiveness and business impact of their AI workflows based on time savings, data accuracy, and strategic value.
Programme Outline
The AI-Ready Accountant
- Introduction into AI’s Role in Powering Professional Services Today
- Foundational Frameworks for AI Systems and AI-ready Data Structuring
- Discussion: Explore the Potential of AI to Enhance Accounting Effectiveness and Productivity
AI Use Cases in Accounting and Finance
- AI Use Case: Anomaly Detection
- AI Use Case: Financial Projection for Budget Control
- AI Use Case: Natural Language Summarisation and Report Automation
- Exercise: Define your Use Case (Scenarios, Expected ROI)
Design and Build Your AI System
- Design your AI System (User Experience, Process Journey, Data Source, AI Agent Configuration)
- System Set Up (Google Suite Connections, Third-Party API Configuration)
- Develop your AI System (Workflow Configuration, API Connection, System Prompting Engineering)
- Test your AI System (Iterative Testing and Improvement)
Showcase & Feedback
- Exercise: AI System Showcase
- Discussion: Common Themes, Gaps, “Wow” Factors
- Sales Process System (Showcasing Art of the Possible)
Future Planning & Career Integration
- Discussion: Applying Your Learnings to your Career
- Building Your AI Career Toolkit
- The AI Trajectory and Trends
Training Methodology*
Workshop style with hand-on exercises, group discussion, and case studies.
Closing Date for Registration*
1 Week before Programme or Until Full Enrolment.
Intended For
This course is designed for accounting professionals with a foundational understanding of AI (including basic use of tools like ChatGPT for daily tasks), Chartered Accountants, SME finance teams, and professionals working in digital finance roles.
Programme Facilitator(s)
