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Role based
AI for Finance & Reporting
Faster, more reliable reporting, without leaving Excel.
Objectives
Objectives
Industrialize your financial analysis and reporting with AI, while keeping the audit trail.
Programme
Programme
- AI for finance: current uses
- Financial data analysis with ChatGPT/Claude (file upload)
- Auto-generated dashboards and narrative reports
- Recurring reporting automation (Make/Zapier)
- Explaining complex data to non-finance audiences
- Limits and precautions (verification, audit trail, responsibility)
For whom
For whom
Financial controllers, CFOs, accountants, finance leads and analysts
Prerequisites
Prerequisites
Intermediate (Excel/Sheets recommended)
You leave with
You leave with
- Finance prompt pack (analysis, report, synthesis, presentation)
- Automated narrative-reporting template
- Automatic reporting workflow (Make or Zapier)
- Training certificate