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BUSINESS & PROFESSIONALS Intermediate

AI for Finance and Accounting Professionals

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A premium, complete and practice-first course on using artificial intelligence to do finance and accounting work faster and more accurately in 2026 — for accountants, controllers, FP&A analysts, auditors, finance managers and CFOs. You will learn where AI genuinely lifts productivity across the finance function: automating financial reporting narratives, analyzing and interpreting financial data, AI-assisted forecasting and budgeting, reconciliation and accounts payable/receivable automation, expense management, audit support and anomaly detection, FP&A, invoice and contract document processing with OCR/IDP, spreadsheets and Excel with AI, and integration with real ERP platforms. Just as importantly, you will learn the guardrails that keep this safe: mandatory human verification of every number (AI hallucinates calculations), confidentiality of financial data, GDPR on personal data, and the professional judgment that always remains yours. This course is about professional productivity — reporting, analysis, reconciliation and automation — not investment advice or trading. The guiding principle throughout: AI drafts and accelerates; the qualified professional verifies and decides. Includes real example prompts, workflows, checklists and a comprehensive final assessment.

10 modules
28 lessons
~6h duration
v1.0 version
AI professor An AI agent built into every lesson — ask questions and get instant answers based on the course content
Hands-on exercises Real scenarios and practical exercises directly on the platform, with instant feedback
Progress & analytics A personal dashboard with statistics, streaks, scores and structured learning paths
Interactive AI quizzes Questions generated by AI and adapted to your level, with detailed explanations
Individual course access
€49
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  • Every Business courseA full library, not just this course
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  • Content updated regularly
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Content in English
Built-in AI agent Exclusive Ask anything about the lesson and get an instant answer — the agent knows the course content
Interactive AI chat Automatic summaries Personalized quizzes

What you will learn

Practical skills you gain by completing this course

Module 0 — AI in Finance and Accounting: The 2026 Landscape
Module 1 — Automating Financial Reporting
Module 2 — Analyzing and Interpreting Financial Data with AI
Module 3 — Forecasting and Budgeting, Assisted
Module 4 — Reconciliation and AP/AR Automation
Module 5 — Expense Management and Document Processing
Module 6 — Audit Support and Anomaly Detection
Module 7 — FP&A and Spreadsheets with AI
Module 8 — Integration, Guardrails and Impact
Final Quiz — AI for Finance and Accounting

Who it is for

Professionals from any field Managers and team leads Entrepreneurs Freelancers Consultants Anyone who wants to use AI

Recommended level

Intermediate

Basic knowledge of AI and the specific domain is recommended.

Updates

Regular

Content updated regularly with the latest practices from the industry.

Category

Business & Professionals

Accessible to any professional — available with individual course access or the Business / All Access bundle.

Intermediate level

Basic knowledge recommended

Basic knowledge of AI and the specific domain is recommended to get the most out of it.

Always up to date

Up-to-date content

The course is updated regularly with the latest information, tools and practices from the industry.

Practical and applied

28 lessons with real examples

Each lesson includes practical scenarios, actionable checklists and quizzes to check your understanding.

Curriculum

10 modules, 28 lessons — structured to learn step by step.

10 modules
28 lessons
~6h of content
Interactive quizzes
Free preview available What Finance Professionals Need to Know About AI in 2026
Read the preview
1 Free preview lesson What Finance Professionals Need to Know About AI in 2026
Read the preview
2 The Golden Rule: AI Drafts, You Verify Every Number
12 min
3 Confidentiality, GDPR and Data Governance for Financial Data
13 min
1 Turning Numbers into Narrative: Management Commentary with AI
13 min
2 Standardizing Monthly and Board Reporting Packs
12 min
3 Variance Analysis and Explanations at Speed
12 min
1 From Raw Ledger to Insight
13 min
2 Ratio and Trend Analysis, Verified
12 min
3 Asking Good Questions of Your Data
12 min
1 AI-Assisted Forecasting Foundations
13 min
2 Driver-Based Budgeting with AI
12 min
3 Scenario and Sensitivity Analysis
12 min
1 Account Reconciliation with AI
13 min
2 Accounts Payable Automation
13 min
3 Accounts Receivable and Collections
12 min
1 Expense Management and Policy Enforcement
12 min
2 Invoice and Document Processing: OCR and IDP
13 min
3 Contract and Financial Document Review Support
12 min
1 AI as an Assistive Audit Tool
13 min
2 Anomaly and Fraud Detection (Assistive)
13 min
3 Internal Controls and Documentation
12 min
1 Spreadsheets and Excel with AI
13 min
2 FP&A Workflows with AI
13 min
3 Dashboards and Self-Service Analytics
12 min
1 Integrating AI with Your ERP
12 min
2 Guardrails: Verifying Numbers and Preventing Hallucinations
13 min
3 Measuring Impact and Building an AI Finance Policy
13 min
1 Final Assessment: AI for Finance and Accounting Professionals
28 min
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28 hands-on lessons Content updated regularly AI professor included in your subscription