Agriculture, Climate Change & Sustainability · Short course
Artificial Intelligence (AI) in Accounting and Finance Training
AI is reshaping finance and accounting — automating routine work, improving accuracy, and enabling faster, data-driven decisions. 59% of finance functions now use some form of AI, up from 37% in 2023, and advanced users are…
The programme
Programme overview
AI is reshaping finance and accounting — automating routine work, improving accuracy, and enabling faster, data-driven decisions. 59% of finance functions now use some form of AI, up from 37% in 2023, and advanced users are saving an average of 79 minutes per task. This practical, case-led programme shows how to apply specific, named AI tools — ChatGPT, Microsoft Copilot, and Claude — across bookkeeping, reporting, audit, tax, forecasting, fraud detection, investment analysis, and risk management.
By the end, participants will know which tools to use for which task, how to integrate them into existing systems and controls, and how to govern AI responsibly for measurable business impact.
Who should attend
Who is this programme for?
- Finance Leaders and Managers (CFOs, FDs, Controllers)
- Accountants, Auditors, and Management Accountants
- FP&A and Business Analysts
- Risk, Compliance, and Tax Professionals
- Investment and Treasury Teams
- IT Professionals Supporting Finance Functions
Targeted Competencies
- AI/ML Literacy for Finance
- Hands-on Proficiency with ChatGPT, Microsoft Copilot, and Claude for Finance Tasks
- Data Preparation and Interpretation
- Automated Reporting and Reconciliations
- Anomaly/Fraud Analytics
- Predictive Planning & Forecasting
- Investment and Risk Analytics
- AI System Integration & Controls
- Ethical, Compliant AI Governance
Learning outcomes
What you will learn
- Explain core AI/ML concepts and real finance use cases
- Use Microsoft Copilot, ChatGPT, and Claude effectively for finance work — and know which tool suits which task
- Automate bookkeeping, close, and reporting workflows, including AI features already embedded in Xero and QuickBooks
- Detect anomalies and fraud with AI techniques
- Build predictive forecasts for revenue, cash flow, and costs
- Apply AI to investment screening, portfolio, and risk modelling
- Integrate AI with existing finance systems and data pipelines
- Govern AI ethically (bias, transparency, privacy) and meet regulatory requirements
- Lead change, measure ROI, and scale successful pilots
Explore the programme
Detailed programme outline
- What AI/ML is (and isn't) for finance
- The current AI landscape: ChatGPT (OpenAI), Microsoft Copilot, and Claude (Anthropic) — what each does well, and where they overlap and differ
- Priority use cases and quick wins
- Benefits, risks, and success factors
- Data quality, lineage, and control considerations
- Automated ledgering, reconciliations, and close — including AI-driven reconciliation features already built into Xero and QuickBooks
- Real-time reporting and narrative generation using Microsoft Copilot in Excel and PowerPoint
- Tax data preparation and compliance support
- Fraud and anomaly detection patterns (rules vs. ML)
- Short case studies from accounting processes
- Predictive forecasting (AR, ML, ensembles), including AI-powered rolling forecasts
- Driver-based budgeting and scenario modelling with ChatGPT and Copilot
- Credit, market, and operational risk scoring
- AI-assisted investment screening and portfolio optimisation
- Case studies from FP&A and treasury
- Fairness, bias, explainability, and accountability
- Data privacy and security in financial datasets — including why enterprise AI tool tiers matter for confidentiality
- Regulatory expectations and auditability
- Model monitoring, drift, and performance KPIs
- Selecting problems, tools, and vendors
- Integration patterns (APIs, RPA, ERP/EPM connectors)
- Upskilling finance teams; operating models for AI
- Change management, benefits tracking, and scaling
- Case examples of successful roll-outs
Learning approach
How you will learn
Our diverse instructional approaches ensure effective learning:
– Lectures & Presentations: Engage with expert-driven, stimulating content.– Course Material: Access well-crafted supporting resources.– Group Work: Collaborate on discussions and case studies for practical insights.– Workshops & Role-Play: Participate in immersive, scenario-based activities.– Practical Application: Focus on applying theoretical knowledge in real situations.– Post-Training Support: Receive extensive support after training for skill implementation.
Discuss your requirements
Dates, duration & arrangements
Contact Ratomac to confirm dates, duration, delivery format, entry requirements and any applicable assessment or certification before booking.
Enquire about this programme