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Artificial Intelligence for Accounting & Finance: Beginner Level

Develop practical AI skills for accounting and finance, from smarter prompts and data analysis to accurate financial reporting and verification.

Artificial Intelligence for Accounting & Finance: Beginner Level

This beginner-level programme introduces accounting and finance professionals to the practical applications of Artificial Intelligence in everyday financial tasks.
Through hands-on exercises using AI assistants, Microsoft Excel and Word, participants learn to create effective prompts, analyse financial data, verify calculations, identify errors and prepare clear financial summaries.
The programme emphasises responsible AI use, data accuracy and human oversight, enabling learners to apply AI tools confidently while maintaining control over financial decisions. No previous AI experience or coding knowledge is required.

What you will be able to do

  • Design effective AI prompts using clear instructions, relevant context and appropriate output formats.
  • Identify suitable AI applications for accounting and finance tasks while understanding their limitations.
  • Use AI assistants to support financial analysis, reporting and everyday accounting activities.
  • Verify financial calculations, percentage changes, margins and markups using Microsoft Excel.
  • Identify errors, missing information and unsupported conclusions in AI-generated responses.
  • Prepare clear financial summaries using verified data and distinguish facts from assumptions.
  • Apply responsible AI practices, including data protection, source verification and human approval.

Programme structure

  1. Module 1: AI Basics, Prompts, Context and Tokens
  2. Module 2: Choosing Safe and Useful AI Tasks
  3. Module 3: Writing Effective Requests and Checking AI Answers
  4. Module 4: Excel Data, Percentages and Financial Margins
  5. Module 5: Building and Explaining a Finance Summary