Digital Workplace & Office Productivity
Artificial Intelligence for Accounting & Finance
1 Days (9:00 AM - 5:00 PM)
Coach Bashier
Experience
Certifications
About Trainer
Core Expertise
Professional Certifications
Course Overview
This programme is designed to introduce finance professionals to the practical application of Artificial Intelligence (AI) in accounting and financial operations. It focuses on how AI-powered tools can be utilised to streamline routine financial tasks, improve reporting accuracy, and support faster, more informed decision-making.
Throughout the programme, participants will explore how AI can assist in key financial functions such as budgeting, reporting, forecasting, reconciliation, financial analysis, and documentation preparation. The training is highly practical and workplace-oriented, ensuring participants gain hands-on exposure to tools and techniques that can be immediately applied in their daily financial responsibilities.
Course Objectives
Understand the role and relevance of Artificial Intelligence (AI) in modern finance and accounting environments.
Apply AI tools to automate selected financial reporting and documentation tasks.
Generate financial summaries, insights, and analysis more efficiently using AI assistance.
Strengthen skills in using visuals like charts, graphs, and slicers to present data clearly.
Build understanding of interactive dashboards for communicating insights to management and stakeholders.
Trainer Profile
Coach Bashier
ACCOUNTING SPECIALIST
"As a qualified accounting professional and a member of the Malaysian Institute of Accountants (MIA). He also holds the prestigious ASEAN Chartered Professional Accountant (ASEAN CPA) designation."
Course Outline
Module 1: Google Docs Mastery
Advanced Formatting & Styles
Common AI use cases in accounting
How AI is changing financial operations
Advanced Formatting & Styles
Module 2: AI for Financial Data Processing
Cleaning and organizing financial data with AI
Automating repetitive accounting tasks
Extracting insights from spreadsheets
Simplifying reconciliation with AI
Module 3: AI for Financial Reporting
Generating reports using AI
Creating automated financial summaries
Turning raw data into clear reports
Enhancing report writing with AI
Module 4: AI for Budgeting and Forecasting
Analyzing historical data with AI
Forecasting revenue and expenses
Scenario planning using AI
Improving budgeting accuracy
Module 5: AI for Audit and Compliance Support
Detecting anomalies in financial data
Supporting internal audit preparation
Preparing compliance documentation
Conducting risk analysis with AI
Module 6: AI Prompt Engineering for Finance Professionals
Writing effective AI prompts
Prompts for financial analysis
Prompts for reporting and documentation
Building reusable prompt templates
Course Quick Info
Target Audience
- Finance Officers
- Executives
- Finance Officers
- Operations Officers
platform covered
- Microsoft Excel
- Microsoft Power BI
Training Methodology
- Instructor-Led Training (ILT)
- Hands-on Practical Learning
- Group-Based Learning
- Case Study & Scenario-Based Learning
- Interactive Discussion & Q&A Session
Tentative Schedule
Time
Module
Activity
9:00 - 9:30 AM
Introduction
Overview of AI in Accounting & Finance
9:30 - 10:30 AM
Module 1
- Understanding Artificial Intelligence in finance
- How AI is transforming financial operations
- AI use cases in accounting departments
- Risks, limitations, and governance of AI in finance
10:30 - 10:45 AM
Break
Morning Break
10:45 - 12:00 PM
Module 2
- Using AI to clean and organize financial data
- Extracting insights from financial spreadsheets
- Automating repetitive accounting tasks
- AI-assisted reconciliation techniques
12:00 - 1:00 PM
Module 3
- Generating financial reports using AI
- Creating automated financial summaries
- Converting raw financial data into clear reports
- Improving report writing with AI assistance
1:00 - 2:00 PM
Break
Lunch Break
2:00 - 3:00 PM
Module 4
- Using AI to analyze historical financial data
- Forecasting revenue and expenses using AI tools
- Creating scenario planning with AI
- Improving budgeting accuracy with AI insights
3:00 - 3:15 PM
Break
Afternoon Break
3:15 - 4:15 PM
Module 5
- AI tools for detecting anomalies in financial data
- AI-assisted internal audit preparation
- Compliance documentation using AI
- Risk analysis using AI prompts
4:15 - 5:00 PM
Module 6
- Writing effective prompts for financial tasks
- AI prompts for financial analysis
- AI prompts for reporting and documentation
- Creating reusable prompt templates for finance teams
