AI for Finance & Accounting
A hands-on program for finance teams to use AI for faster reporting, sharper analysis and clearer management commentary, using Excel, Power BI, Copilot and ChatGPT.
- WhenDates on request
- Duration1 or 2 days
- FormatOnline or onsite
Who should attend
- Finance managers & controllers
- Accountants & analysts
- FP&A and reporting teams
- Audit & internal control teams
- CFO office
What you will be able to do
- Use AI assistants safely for finance analysis and writing
- Clean, reconcile and analyze data faster in Excel with AI
- Draft variance commentary and management summaries in minutes
- Build reusable prompts for recurring reports
- Use Copilot in Excel and Power BI for insights
- Identify finance processes ready for automation
Program outline
01 AI for finance: what works and what to avoid +
- Generative AI in plain language
- Data protection and safe use of financial data
- Where AI fits in the finance cycle
02 Prompting for finance tasks +
- Prompt patterns for analysis, summaries and emails
- Building a finance prompt library
- Checking and verifying AI outputs
03 AI-powered Excel +
- Cleaning and transforming data with AI help
- Formula and analysis assistance
- Copilot in Excel for patterns and trends
04 Intelligent reporting & commentary +
- Variance analysis with AI
- Drafting management commentary
- AI insights in Power BI
05 Automating finance workflows +
- Invoice and expense processing ideas
- Month-end checklists and reminders
- Action plan for your team
What's included
- Hands-on exercises with finance examples
- Finance prompt library
- Participant workbook
- Post-training action plan
Prerequisites
Working knowledge of Excel. Participants should bring a laptop; access to Microsoft 365 Copilot is helpful but not required.
Your trainer
Jahangir SachwaniFounder & CEO, Innovinc AI · Lead Trainer
27+ years in training and analytics · 500,000+ professionals trained · Lead Trainer for Excel & Power BI at LUMS · Microsoft certified.
“The training session was excellent. The trainer provided all relevant knowledge regarding MS Excel and was very cooperative and helpful for participants.”
“Instructor was the best one ever. He helped everyone who was having problems in understanding. Good job.”
“The training was very informative and interesting. It kept the audience engaged with all the tips and tricks and mid-session engagement. Would like to attend more such trainings on other office tools as well.”
Frequently asked questions
Can the program be customized for our organization?+
Yes. We tailor examples, exercises and depth to your industry, roles and tools, and can run it for a single team or across departments.
Is it available online?+
Yes. Programs can be delivered onsite, live online or in a hybrid format, in English or Urdu.
How is pricing shared?+
Pricing depends on the number of participants, duration and customization. We share it in a tailored proposal after understanding your requirements.
Training
Request this for your team
Tell us about your team and we will tailor the program and share a proposal.
