- AI Foundations: Understand what AI can and cannot do, and how it applies to Finance workflows.
- Governance & Ethics: Learn responsible AI use, data privacy rules, and compliance requirements.
- Prompting: Use prompting as a professional tool to get reliable, structured outputs from AI models.
FOR FINANCE TEAMSAI for Finance
Close faster, forecast better, and take the manual work off your finance team. We build the program around your own accounting, reporting, and planning processes and tools, and every participant finishes with a working AI solution they can use in their job.
Request a consultation
27h of training
modules
Remote
English
Built around your finance team
Before the training starts, we look at your close calendar, your reporting pack, and the tools your team uses, such as Excel and Power BI. We pick the processes where AI saves the most time and build the modules around them. The 9 modules below are only the base: we adapt the depth, the cases, and the pace to your team, so people learn on the work they already do. That way the time saved shows up in the next close, not in a year.
Faster and calmer month-end
Use AI safely in day-to-day finance work, with governance and data-privacy best practices
Standardize monthly close controls across the team
Build automated month-end closing workflows
Less manual reconciliation work
Cut manual reconciliation time with AI-assisted checks
Extract key data from invoices, contracts, and scanned documents
Consolidate and clean up data across sources with AI assistance
Reporting packs built automatically
Turn raw KPIs into board-ready narratives
Generate pivot tables and monthly KPI reports with written commentary
Spot trends and anomalies faster with AI-assisted analysis
Forecasts ready in days, not weeks
Build rolling forecasts and what-if scenarios in minutes
Plan budgets with AI-assisted scenario modeling
Custom programs
Need something beyond our ready-made programs?
Explore the technologies we specialize in, then tell us what your team should learn. We can customize any course around your needs.
Where do you lose time?
Finance & Admin
Accounting and AP/AR teams stuck with manual reconciliations, invoice processing, and month-end pressure, where every close feels like a fire drill.
Controlling & FP&A
Controlling, FP&A, and treasury teams whose forecasts take weeks and whose reports get rebuilt by hand every month.
Support & Compliance
Compliance and audit roles buried in document reviews, contract checks, policy updates, and audit trails done by hand.
What you will learn
Module 1
AI in Finance Today
Module 2
Daily AI Tools
- ChatGPT: Navigate ChatGPT effectively for drafting, summarising, and analysing financial content.
- Microsoft Copilot: Use Copilot across Excel, Word, Outlook, and Teams to accelerate daily Finance tasks.
- Google Workspace AI: Extract data from emails, contracts, and documents using Google AI integrations.
Module 3
AI in Excel & Reporting
- Data Cleanup: Automate data consolidation and cleanup across multiple sources with AI assistance.
- Pivot Automation: Generate pivot tables and detect budget deviations by cost centre automatically.
- Narrative Reports: Produce monthly KPI reports with AI-generated written commentary and insights.
Module 4
Document Intelligence
- OCR & Extraction: Use OCR tools to extract key data from invoices, contracts, and scanned documents.
- Contract Analysis: Compare contract versions, extract clauses, and flag inconsistencies automatically.
- Risk Signals: Identify risk signals and generate alerts from unstructured financial documents.
Module 5
Agentic AI & Process Automation
- Agentic AI: Understand how agentic AI designs and manages automated financial workflows.
- Month-End Automation: Build automated month-end closing workflows with intelligent authorisation flows.
- Reporting Pipelines: Design semi-automatic periodic reporting pipelines integrating structured and unstructured data.
Module 6
Forecasting & Budgeting
- AI Forecasting: Use AI tools to forecast costs, revenues, and cashflows with greater accuracy.
- Financial Analysis: Analyse reclassified balance sheets and generate AI-powered financial commentary.
- What-If Simulations: Run scenario simulations on cashflow and strategic planning with AI assistance.
Module 7
Risk, Compliance & Audit
- Policy Generation: Auto-generate and review policies for consistency with regulatory requirements.
- Anomaly Detection: Detect transaction anomalies and flag accounting irregularities using AI.
- Risk Matrices: Build risk and control matrices with AI-generated alerts for internal audit support.
Module 8
Power BI & AI Reporting
- Intelligent Dashboards: Create interactive management dashboards with Copilot in Power BI.
- Natural Language Queries: Query financial data in plain language to surface strategic insights instantly.
- Board-Ready Reports: Generate narrative summaries and trend analyses ready for CDA and board presentations.
Module 9
Final Project & Certification
- Real Project: Build a real AI solution for your own Finance or Administration process.
- Presentation: Present your project and receive feedback from instructors and peers.
- Certification: Earn your AI Ambassador certificate and leave as an internal AI champion.
Expected Outcomes
Less time on repetitive admin and data entry
Fewer errors and more accurate forecasts you can trust
Numbers ready for decisions earlier
Lower cost per close, invoice, and report
Each participant builds a working AI solution for a process they own and run
Your team becomes the go-to group for AI in finance across the whole company
Your instructors
Certificate from a leading AI & Data Science academy
Showcase your achievement on LinkedIn, your CV and beyond. Your Constructor Nexademy certificate tells employers you've mastered in-demand skills through hands-on, real-world projects, and helps you take the next step in your career.
