Gen AI & AI Agents for Finance, Accounting & Administration

About this course

Finance and accounting work is full of tasks that eat hours and follow predictable patterns. Chasing payments. Summarizing contracts. Extracting data from invoices and bank statements. Building formulas. Writing the narrative around the numbers. Modern AI does the first draft of all of it in seconds, and the professionals using it are already working faster than those who are not.

This course shows you exactly how, and how to do it safely.

Designed specifically for finance and accounting professionals with no technical background, this course starts by establishing two things that everything else depends on: what generative AI is genuinely good at in finance work, where it fails on arithmetic and precision, and the confidentiality rule you must apply before any client data touches an AI tool.

From there, you will map the five categories of AI tools that actually matter in this profession, from general assistants like ChatGPT, Claude, and Gemini, to AI inside your spreadsheet with Copilot and Claude for Excel, to document capture tools like Dext, to the AI agents already built into QuickBooks and Xero that many firms are paying for without using.

You will learn a prompting pattern that produces reliable answers for finance tasks, and apply it to drafting client emails, payment reminders, and engagement letters, to summarizing contracts and new regulation, and to research with proper verification guardrails.

The course goes deep on the two areas where AI saves the most time: turning documents into clean data through invoice, receipt, and bank statement extraction pipelines with your review built in, and spreadsheet work covering formulas, cleanup, reconciliation, analysis, reporting, and forecasting with critical evaluation of AI results.

A full section covers AI agents: what they are, how to activate the ones you already own, how to build your own with no code using Zapier, Make, n8n, or Power Automate, five proven agent recipes for a finance practice, and the approval limits

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