Programmes · AI-Powered Financial Reporting, Analysis, Financial Modelling & Automation
About this programme
Learn how to apply artificial intelligence directly within financial reporting, data analysis, financial modelling, and automation workflows — while preserving professional judgement, proper review, and responsible data handling.
Accounting and finance professionals are under increasing pressure to prepare reports faster, analyse larger datasets, produce stronger management commentary, and build reliable financial models — often with limited time and resources.
Across five live sessions, participants progress from foundational prompting and data-safety practices to building a reusable AI-assisted reporting or modelling workflow.
What you will be able to do
- Prepare financial reports and statements more efficiently using AI tools
- Analyse financial data and identify anomalies
- Draft management commentary with AI assistance
- Build and stress-test financial models with AI support
- Audit financial models for formula errors, broken links, and circular references
- Design a repeatable, automated AI-assisted reporting workflow
- Apply appropriate data-handling, governance, and professional review practices
Who should attend
- Accountants, finance officers, and controllers who prepare or review management and financial reports
- FP&A analysts and budget officers who build financial models and forecasts
- Finance managers and SME CFOs seeking faster, leaner reporting cycles
- Audit and internal audit professionals seeking to accelerate analytical procedures
Also suitable for
- ICAG, ACCA, and CIMA students seeking practical and employable AI skills
- Accounting and finance consultants delivering reporting or modelling services
- Business owners who want to understand and generate their own reports
Programme curriculum
Day 1
Foundations: AI as a Finance Tool
- The AI landscape in accounting and finance
- Distinguishing real productivity gains from hype
- Categories of AI tools available for finance work
- Selecting the appropriate AI tool for each task
- Data hygiene and the safe handling of financial information
- Anonymising sensitive data before using AI
- Prompt-engineering fundamentals for finance professionals
Practical exercise: connect the required tools and run guided prompts using a sample trial balance.
Day 2
AI-Powered Financial Reporting
- Automating statement preparation from a trial balance
- Preparing income statements, statements of financial position, and cash-flow statements
- Drafting IFRS-aligned notes with AI assistance
- Producing variance commentary
Practical exercise: build a complete monthly management-reporting pack from raw data using AI in Excel.
Day 3
AI-Driven Financial Analysis
- Ratio and trend analysis with AI-generated interpretation
- Building dashboards with AI-assisted formulas
- Conditional formatting and chart development
- Turning financial data into clear narratives
- Drafting executive summaries and board commentary
Practical exercise: analyse a dataset and produce a complete AI-assisted analysis memo.
Day 4
AI-Assisted Financial Modelling
- Building a three-statement model with AI scaffolding
- Generating formulas and reviewing model logic
- Scenario and sensitivity analysis
- Creating flexible, assumption-driven models
- Using AI to identify broken links, circular references, and formula errors
Practical exercise: build a working financial model for a business case study.
Day 5
Automation, Workflow Design and Capstone
- AI-written macros and scripts for repetitive Excel tasks
- Converting reporting, analysis, and modelling processes into reusable routines
- Connecting AI to live data for recurring monthly reporting
- Designing an end-to-end AI reporting workflow
- Creating reusable prompt templates
- Establishing review checkpoints before AI-assisted outputs are submitted
Capstone: build and present an automated reporting or modelling workflow structured as a reusable template.
Course format
- Course code
- AI02
- Delivery
- Live, instructor-led via Zoom
- Duration
- Five sessions, three hours each
- Total training
- 15 hours
- CPD
- 15
- Support
- Cohort WhatsApp group with the facilitator
- Learner portal
- Personal portal for meeting links and materials
- Facilitator
- Stephen Kwame Aikins, CA
Prerequisites
- Intermediate Excel proficiency, including formulas and pivot tables
- A basic understanding of financial statements
- Access to Microsoft Excel, with Microsoft 365 recommended
- An active AI tool account
- No previous AI or prompt-engineering experience is required — the course is taught from first principles.
What your registration includes
- Five live, instructor-led sessions
- Practical demonstrations and guided exercises
- Course resources and materials
- Access to a personal learner portal
- A cohort WhatsApp support group with the facilitator
- A certificate reflecting 15 training hours and CPD 15
- A practical capstone workflow that can be adapted for future use
- A credential anyone can confirm through our public certificate verification page.
Training a team?
Companies registering five or more participants receive a 15% discount, plus a Corporate Portal to track attendance, download certificates, and manage employees from one account.
Frequently asked questions
Do I need previous AI experience?
No. The programme is taught from first principles, and setup guidance is provided during the first session.
What level of Excel knowledge is required?
Participants should be comfortable with common Excel formulas and pivot tables.
What software or accounts do I need?
You should have Microsoft Excel — Microsoft 365 is recommended — and an active AI tool account.
How will the training be delivered?
The programme consists of five live and interactive Zoom sessions.
Will I receive learning support?
Yes. Participants receive access to a learner portal and a cohort WhatsApp group with the facilitator.
Will I receive a certificate?
Yes. The course includes a certificate reflecting 15 training hours and CPD 15.