Board Infinity

AI for Accounting & Finance: ChatGPT, Excel & Automation

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Board Infinity

AI for Accounting & Finance: ChatGPT, Excel & Automation

Board Infinity

Instructor: Board Infinity

Included with Coursera PlusLearn more

Gain insight into a topic and learn the fundamentals.
Beginner level

Recommended experience

4 hours to complete
Flexible schedule
Learn at your own pace
Gain insight into a topic and learn the fundamentals.
Beginner level

Recommended experience

4 hours to complete
Flexible schedule
Learn at your own pace

What you'll learn

  • Understand what AI tools can do in accounting and finance — and where they genuinely save time and improve accuracy.

  • Write clear, effective AI prompts that produce useful financial outputs: analyses, reports, summaries, and calculations.

  • Use ChatGPT and Claude to sort, check, and describe financial transactions — without any software or coding.

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Recently updated!

November 2026

Assessments

6 assignments

Taught in English

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There are 3 modules in this course

Module 1 lays the foundation for your journey with AI in accounting. You'll get comfortable using AI tools without any technical setup, learn how to write effective prompts that produce useful financial outputs, and immediately apply these skills to everyday accounting tasks like transaction review and journal entry drafting. By the end of this module, you'll have your own AI workspace running alongside Excel and Word, a reusable prompt library, and your first practical Zenvibe deliverables completed. To succeed, try to practice writing prompts regularly and keep your workspace organized for easy access.

What's included

6 videos2 assignments

Module 2 focuses on two of the most time-consuming areas in accounting: reconciliation and GST compliance. You'll use AI to investigate bank mismatches, draft reconciliation commentary for different audiences, review invoices for GST issues, prepare monthly compliance summaries, and draft responses to GST notices. Working through realistic Zenvibe cases, you'll produce practical outputs that support monthly close, compliance review, and tax-team coordination. To get the most out of this module, pay close attention to the examples and try to apply the AI techniques to your own data.

What's included

6 videos2 assignments

Module 3 transforms accounting data into strategic intelligence. You'll use AI to interpret financial statements, explain variances, build and stress-test a 13-week cash flow forecast, detect anomalies in financial data, and draft polished MIS reports and board materials. The focus is on working smarter, producing clearer, decision-ready outputs for managers, executives, and boards. To excel, practice interpreting financial data regularly and review your AI-generated reports critically to ensure accuracy and clarity.

What's included

6 videos2 assignments

Instructor

Board Infinity
Board Infinity
290 Courses487,219 learners

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Board Infinity

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