[C2] AI for Finance & Accounting

Description:
This course helps finance professionals and business owners adopt AI tools to streamline accounting, forecasting, and compliance. Participants will explore AI-powered bookkeeping, fraud detection, financial modeling, and automation of repetitive finance tasks.

Why: Automates back-office financial work to save SMEs time and cost.

Tools: QuickBooks AI, Dext, Zoho Books, Excel Copilot.

Outcomes:

• Automate invoices and expense reports.
• Build AI-driven forecasting models.
• Create financial dashboards.

Course Outline:

• Module 1: AI in Finance (3 hrs)
  • Overview of AI’s role in financial services.
  • Tools: QuickBooks AI, Xero AI, Datarails, Planful.

• Module 2: Automating Accounting Processes (4 hrs)
  • AI for invoice processing and reconciliation.
  • Automating expense categorization and reporting.

• Module 3: Forecasting & Risk Analysis (4 hrs)
  • AI-driven cash flow forecasting.
  • Fraud detection with AI models.

• Module 4: AI-Powered Financial Strategy (4 hrs)
  • Budget planning with AI.
  • Capstone: build an AI-enhanced financial forecast.

Learning Outcomes:

• Automate routine accounting tasks with AI.
• Use AI models for financial forecasting.
• Apply AI tools to detect anomalies and fraud.
• Create AI-powered dashboards for budgeting.
• Improve accuracy and efficiency in financial management.

Course Development Lead:
S. Ahmed is a Professional Accountant with 20 years of experience. She specializes in financial automation and AI tools for SMBs and enterprises.