Generative AI Essentials for Finance and Accounting

This course is part of Generative AI for Finance and Accounting Specialization

Instructor: Edureka

Access provided by SGCSRC

4 modules

Gain insight into a topic and learn the fundamentals.

Beginner level

Recommended experience

1 week to complete

at 10 hours a week

Flexible schedule

Learn at your own pace

4 modules

Gain insight into a topic and learn the fundamentals.

Beginner level

Recommended experience

1 week to complete

at 10 hours a week

Flexible schedule

Learn at your own pace

What you'll learn

Explain Generative AI concepts and their applications across key financial workflows.
Apply tools like ChatGPT, Notion AI, and NotebookLM to automate summaries, reports, and insights.
Analyze financial data to build AI-enhanced budgets, forecasts, and financial models.
Create clear, executive-ready financial presentations and strategies using Gamma AI.

Skills you'll gain

Tools you'll learn

Details to know

Shareable certificate

Add to your LinkedIn profile

Assessments

13 assignments¹

AI Graded see disclaimer

Taught in English

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This course is part of the Generative AI for Finance and Accounting Specialization

When you enroll in this course, you'll also be enrolled in this Specialization.

Learn new concepts from industry experts
Gain a foundational understanding of a subject or tool
Develop job-relevant skills with hands-on projects
Earn a shareable career certificate

There are 4 modules in this course

This program explores Generative AI in Finance, equipping analysts, FP&A professionals, accountants, and finance leaders with the skills to automate workflows, generate deeper insights, and build AI-powered financial planning and reporting solutions. You’ll begin by mastering the foundations of Generative AI, prompt engineering basics, and advanced prompting techniques for financial analysis, structured outputs, and role-based financial scenarios, using tools like ChatGPT, Claude, Google AI Studio.

You’ll then advance to AI-powered Financial Data Analysis and Reporting, applying Miro AI for FP&A workflow design, Notion AI for automated reporting and variance summaries, and NotebookLM for extracting insights, commentary, and analytical storylines from financial documents. Next, you’ll explore AI-driven Budgeting, Forecasting, and Scenario Planning, using ChatGPT and Excel AI plugins to build financial models, and Gamma AI to create dynamic, presentation-ready financial narratives. By the end of this program, you will be able to: - Define Generative AI fundamentals and how it applies to modern finance. - Use ChatGPT, Claude, and Google AI Studio to automate analysis and reporting. - Craft and refine prompts for structured outputs, forecasting, and scenario insights. - Build FP&A workflows, reports, and commentary with Miro AI, Notion AI, and NotebookLM. - Create AI-driven budgets, financial models, and scenarios using ChatGPT and Excel AI plugins. - Produce executive-ready financial presentations with Gamma AI. - Implement AI-driven financial operations for greater accuracy, speed, and strategic impact. This program is designed for FP&A analysts, finance managers, accountants, and business leaders aiming to integrate Generative AI into financial operations, planning, and reporting. A foundation in financial analysis, Excel, and business reporting will help maximize your learning experience. Learners require a reliable internet connection, a modern web browser, and access to commonly used AI and productivity tools; no specialized hardware or software installation is necessary. Join us to unlock the full potential of Generative AI in Finance, and transform the way you analyze data, build models, and deliver insights with next-generation AI systems.

Explore how AI enhances financial analysis, streamlines reporting, and reduces manual bottlenecks across accounting and FP&A tasks. Build a strong foundation in prompt engineering for finance and accounting using the SMART framework, learning how to craft effective prompts, structure financial outputs, and apply advanced techniques like chain-of-thought, role-based, and iterative prompting using ChatGPT, Claude, and Google AI Studio.

What's included

15 videos5 readings4 assignments1 discussion prompt

15 videos Total 91 minutes

Specialization Introduction 6 minutes
Course Introduction 6 minutes
Basics of Generative AI 7 minutes
AI Applications in Finance and Accounting 6 minutes
Finance and Accounting Process Bottlenecks 5 minutes
What is Prompt Engineering? 7 minutes
Anatomy of High-Performing Prompts 5 minutes
The SMART Framework for AI Prompting 5 minutes
Applying Prompts in Financial Analysis 7 minutes
Prompt Support for Accounting Operations 6 minutes
Common Prompt Pitfalls and Solutions 4 minutes
Demonstration: Chain-of-Thought Prompting for Financial Analysis 7 minutes
Demonstration: Role-Based Prompting in Financial Contexts 7 minutes
Demonstration: Iterative Prompt Refinement 7 minutes
Demonstration: Prompting for Structured Financial Outputs 7 minutes

5 readings Total 75 minutes

Course Overview 15 minutes
Foundations for Responsible and Effective Use of Generative AI 15 minutes
Operationalizing Prompt Engineering for Reliable AI Outcomes 15 minutes
Advanced Prompt Governance and Reliability in Finance and Accounting 15 minutes
Module Summary: Foundations of Generative AI for Finance and Accounting 15 minutes

4 assignments Total 33 minutes

Practice Assignment: Introduction to Generative AI in Finance and Accounting 6 minutes
Practice Assignment: Prompt Engineering for Finance and Accounting Tasks 6 minutes
Practice Assignment: Advanced Prompting Techniques for Financial and Accounting Analysis 6 minutes
Knowledge Check: Foundations of Generative AI for Finance and Accounting 15 minutes

1 discussion prompt Total 5 minutes

Introduce Yourself 5 minutes

Learn to clean, normalize, and structure financial datasets for AI-assisted analysis. Use tools like Notion AI and NotebookLM to generate financial summaries, automate variance analysis, and create clear insights from complex numbers. Gain hands-on experience designing FP&A workflows visually in Miro AI, enabling faster, more accurate reporting and decision-ready deliverables.

What's included

11 videos4 readings4 assignments

11 videos Total 60 minutes

Importance of Data Preprocessing in Finance 7 minutes
Data Cleaning and Normalization Techniques 6 minutes
Handling Missing, Duplicate, and Noisy Financial Data 6 minutes
Demonstration: Miro AI to Build Financial Planning & Analysis Workflows 5 minutes
AI in Financial Data Classification and Organization 6 minutes
Generating Financial Summaries with AI 5 minutes
AI-Assisted Variance Analysis 5 minutes
Demonstration: Building Financial Reports with Notion AI 5 minutes
Creating Financial Commentary with AI 5 minutes
AI for Trend Analysis and Pattern Recognition 6 minutes
Demonstration: Analyzing a Q1 Financial Performance Brief with NotebookLM 5 minutes

4 readings Total 60 minutes

Best Practices for Financial Data Preprocessing 15 minutes
AI Tools for Financial Data Analysis 15 minutes
AI-Enhanced Financial Analysis and Insights 15 minutes
Module Summary: AI-Powered Financial and Accounting Data Analysis & Reporting 15 minutes

4 assignments Total 33 minutes

Practice Assignment: Preparing Financial and Accounting Data for AI Analysis 6 minutes
Practice Assignment: AI-Driven Financial and Accounting Data Processing 6 minutes
Practice Assignment: AI-Generated Financial and Accounting Insights & Commentary 6 minutes
Knowledge Check: AI-Powered Financial and Accounting Data Analysis & Reporting 15 minutes

Explore how Generative AI produces budget templates, adjusts assumptions dynamically, and identifies trends in financial performance. Use tools like Gamma AI and ChatGPT to build financial models, produce forecasts, analyze risk, and simulate stress scenarios. Develop the skills to design AI-powered planning systems that enhance accuracy, speed, and strategic decision-making across finance teams.

What's included

10 videos3 readings3 assignments

10 videos Total 53 minutes

Building Budgets with AI Assistance 5 minutes
AI-Generated Budget Templates and Modifications 4 minutes
Dynamic Budget Adjustments with AI 4 minutes
Demonstration: Creating Financial Presentations with Gamma AI 6 minutes
AI-Powered Financial Forecasting 6 minutes
Scenario Analysis with AI 5 minutes
Demonstration: Building Financial Models with AI 7 minutes
AI for Cash Flow Predictions 6 minutes
Risk Assessment in Financial Planning 5 minutes
AI for Stress Testing and Extreme Scenarios 5 minutes

3 readings Total 45 minutes

Interpreting and Optimizing AI-Driven Budgets 15 minutes
AI-Driven Forecasting and Scenario Planning 15 minutes
Module Summary: AI-Driven Budgeting, Forecasting, and Financial Planning 15 minutes

3 assignments Total 27 minutes

Practice Assignment: AI-Enabled Budgeting and Financial Planning 6 minutes
Practice Assignment: AI-Based Financial Forecasting, Scenario Analysis, and Risk Planning 6 minutes
Knowledge Check: AI-Driven Budgeting, Forecasting, and Financial Planning 15 minutes

This module is designed to assess an individual on the various concepts and teachings covered in this course. Evaluate your knowledge with a comprehensive graded quiz.

What's included

1 video1 reading2 assignments1 discussion prompt

1 video Total 4 minutes

Course Summary 4 minutes

1 reading Total 30 minutes

Practice Project: Building an AI-Powered Financial Intelligence System for FinGlobe 30 minutes

2 assignments Total 60 minutes

End Course Knowledge Check: Generative AI Essentials for Finance and Accounting 30 minutes
Designing an AI-Driven Financial Analysis, Reporting, and Planning System 30 minutes