What you will learn
- How to build real, working AI-powered finance automations that drive efficiency—not just theory.
- The end-to-end process of creating AI financial assistants and integrating them with tools like ChatGPT, Notion, Grok and automation platforms (e.g., N8N, Make.com).
- Strategies to reduce manual workloads, improve accuracy, and free up time for strategic analysis.
About this course
This is a hands‑on, online course rooted in real-world applications.
You’ll work with practical use cases and step-by-step guides to design, implement, and deploy AI automations across finance workflows, from budget consolidation to report generation, rather than merely learning abstract concepts.
Whom this course is for
Finance, HR, and administrative professionals — no programming background required. Finance professionals (FP&A, financial controllers, reporting specialists) looking to modernize their processes. Finance leaders aiming to implement AI and automation within their teams.
Initial requirements
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A fundamental understanding of finance operations and terminology (e.g., budgeting, reporting, reconciliation).
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Basic familiarity with digital tools like Excel or Google Sheets.
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Willingness to explore AI-powered platforms such as ChatGPT and automation tools (no programming experience required).
How you will learn
6 Modules with the necessary information to create your own AI agents and automations
Course content
Certificate
What you will get
- Confidence to design and deploy AI automations in your finance function—cutting down manual tasks and boosting output quality.
- A working portfolio of AI assistant workflows you’ve created yourself.
- The ability to shift your role from executor to strategist, focusing on insights, analysis, and business impact.