Generative Ai For Finance And Accounting
Published 3/2026
Created by Jones Granatyr, AI Expert Academy, Gabriel Alves
MP4 | Video: h264, 1280x720 | Audio: AAC, 44.1 KHz, 2 Ch
Level: All Levels | Genre: eLearning | Language: English | Duration: 29 Lectures ( 2h 44m ) | Size: 1 GB
What you'll learn
✓ Analyze financial statements and corporate reports from real companies to quickly extract actionable insights using modern AI tools
✓ Master Prompt Engineering techniques to generate complex, detailed financial analyses and maximize the performance of any AI system
✓ Build automated workflows in Make to handle tasks such as spreadsheet analysis and automatic email reporting, without writing code
✓ Apply AI to strategic financial activities, including forecasting, business scenario simulations, fraud detection, and anomaly identification
✓ Extract key information from extensive documents such as PDFs and spreadsheets to generate summaries and analyses in seconds
✓ Analyze visual data, including charts and receipt images, using Gemini's multimodal capabilities to automate data extraction and interpretation
✓ Understand ethical, governance, and data protection risks, applying AI responsibly to safeguard sensitive information
✓ Learn how to select the most effective AI tools, such as ChatGPT, Gemini, and DeepSeek, for finance and accounting tasks
Requirements
● No prerequisites
Description
This is an introductory and hands-on course designed for anyone who wants to understand and apply Generative AI in Finance and Accounting, even with no prior experience.
The course focuses on modern tools with free versions available and requires no programming skills. In a clear and practical way, you will learn how to analyze financial reports, automate routine tasks, generate forecasts, make smarter decisions, and perform other key financial activities using leading AI tools.
In Section 1, we cover the strategic foundations of AI in finance in a straightforward, jargon-free manner. You will learn how to get the most out of the course and explore real-world use cases, ranging from automated analysis to management reporting. You will see how companies are already leveraging AI to optimize their operations and improve efficiency.
In Section 2, we move into hands-on analysis using leading generative AI tools such as ChatGPT and Gemini. You will analyze real company financial statements (income statements, balance sheets, revenues, expenses, sales reports, and more) and apply advanced prompting techniques for deeper insights. You will also learn how to generate charts, analyze images (graphs, tables, and receipts), automate management reports and variance analysis, extract insights from PDFs and visual data using Gemini, perform fundamental investment analysis, and compare different AI platforms (such as DeepSeek and Perplexity) to understand when each one is most effective.
Section 3 focuses on strategic applications, including financial forecasting, scenario simulation, fraud and anomaly detection, enabling AI-powered web research, and essential topics such as governance, ethics, and data protection regulations.
In Section 4, you will learn how to build complete AI workflows without coding using Make, so you can automate financial analysis and email report delivery (which can also be adapted for several other use cases). We will also explore how to integrate AI with existing financial software and implement effective team collaboration strategies.
Finally, you will learn how to combine ready-made tools with customized solutions, enabling you to choose the best AI approach for each challenge. The course concludes with a practical action idea to implement your first AI solution in finance, applying everything you've learned in a simple and effective way.
Ideal for finance professionals, accountants, and managers, this course demonstrates how to use Generative AI in a practical, modern, and accessible way, supported by real examples, up-to-date tools, and automations that deliver measurable results.
Who this course is for
■ Finance and Accounting Professionals: Analysts, accountants, auditors, and specialists who want to optimize their analyses, automate reporting, and focus on higher-value strategic work.
■ Managers and Team Leaders: Coordinators, managers, and executives who need to make faster, smarter decisions based on financial data.
■ Entrepreneurs and Business Owners: Founders looking to improve financial management and gain a competitive advantage through technology.
■ Technology and AI Enthusiasts: Curious and forward-thinking individuals who want to see how Artificial Intelligence is solving real-world business challenges.
■ Students and Recent Graduates: Future business professionals who want to stand out in the job market by developing in-demand AI skills.
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