AI in Finance

INTRODUCTION

Artificial Intelligence is no longer a future concept; it is actively reshaping how finance and accounting functions operate today.

From automated reconciliations to predictive forecasting, fraud detection, and intelligent reporting,

AI is transforming the role of finance professionals from record-keepers to strategic decision enablers.

However, the real value of AI does not lie in the tools themselves, but in how professionals:

• Ask the right questions  
• Structure their thinking  
• Apply AI responsibly  
• Use outputs to support sound financial judgment  

LEARNING OBJECTIVES

By the end of this one-day training, participants will be able to:

1. Understand what AI is and how it applies to finance and accounting  
2. Differentiate between traditional automation and AI-driven systems  3. Use structured prompting techniques to obtain accurate, useful outputs  
3. Apply AI tools to common finance tasks:  
   • Financial analysis  
   • Reporting   
   • Forecasting   
   • Audit preparation  
   • Compliance documentation  
4. Improve productivity in Excel, reporting, and communication using AI  
5. Identify risks, limitations, and ethical considerations of AI  
6. Use AI tools responsibly without compromising confidentiality   
7. Build a personal “AI toolkit” for daily work  
8. Develop a practical action plan for immediate implementation 

 
COURSE OUTLINE  

Module 1: AI Foundations & Prompting Techniques

• Introduction to AI
• Generative AI
• AI vs automation
• CLEAR prompting framework
• Finance prompts

Module 2: AI for Financial Analysis, Reporting & Budgeting

• Financial reporting
• Variance analysis, 
• Management insights, 
• Forecasting,
• Scenario planning

Module 3: AI in Excel, Audit, Risk & Compliance

• Data Analysis
• Excel AI Features
• Audit Preparation, Fraud Detection,
•  Compliance and Risk Awareness

Module 4: AI Tools, Communication & Responsible Use

• ChatGPT
• Copilot
• Finance communication
• Confidentiality
• Bias
• Governance
• Action Planning

PROGRAMME STRUCTURE

• Format: The programme is highly practical, combining concepts, demonstrations, and hands-on exercises.
• Delivery: In-person/Live Online  
• Accreditation: MQA Approved 
• Funding: 90% Eligible for HRDC Refund 
• Recognition: CPD points available