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AI Tools for Accountants & Finance Professionals

A practical training for accountants, auditors, finance analysts, bookkeepers, controllers, business owners and finance students who want to use AI responsibly for bookkeeping, reconciliation, reporting, forecasting, analytics, audit preparation, tax support, client advisory and finance productivity. Includes guided resource links and tutorials for Intuit Assist for QuickBooks, Microsoft 365 Finance agents formerly Copilot for Finance, Excel Copilot, Power BI Copilot, Tableau AI, ChatGPT, Gemini, Datarails AI Genius, Vic.ai, Dext and Ramp Intelligence.

starstarstarstarstar 4.9 (3,219 students)
schedule9.5 hours play_circle25 lessons Intermediate

Taught by CBT Land Finance Transformation Team

emoji_objects What You'll Learn

check_circle Use AI responsibly in accounting and finance without replacing professional judgement
check_circle Automate bookkeeping review, categorization and reconciliation workflows
check_circle Create management reports, variance analysis and financial commentary faster
check_circle Use current tutorials for Intuit Assist, Microsoft Finance agents, Excel Copilot, Power BI Copilot and Tableau AI
check_circle Build forecasting, budgeting and cash-flow scenarios with AI support
check_circle Prepare audit schedules, control narratives and evidence checklists
check_circle Use AP and expense automation resources for Dext, Vic.ai and Ramp Intelligence
check_circle Protect client data, confidentiality and compliance when using AI tools
check_circle Interpret visual workflow examples for close, dashboards, AP and reporting packs
check_circle Create a practical AI adoption plan for finance teams and accounting practices

Course Curriculum

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Course Overview, Outcomes and Finance AI Disclaimer

Preview
14m arrow_forward
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How AI Fits Into Accounting and Finance Roles

18m
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Data Privacy, Confidentiality and Professional Ethics

22m
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Prompting for Accountants and Finance Analysts

22m

Your Instructor

C

CBT Land Finance Transformation Team

A practical finance enablement team helping accountants, auditors and analysts use AI responsibly for reporting, analytics, controls, advisory and productivity.

₦10,000

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