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Generative AI Essentials for Finance and Accounting

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Generative AI Essentials for Finance and Accounting

Instructor: Edureka

2,243 already enrolled

Included with

Gain insight into a topic and learn the fundamentals.
Beginner level

Recommended experience

1 week to complete
at 10 hours a week
Flexible schedule
Learn at your own pace
Gain insight into a topic and learn the fundamentals.
Beginner level

Recommended experience

1 week to complete
at 10 hours a week
Flexible schedule
Learn at your own pace

What you'll learn

  • Explain Generative AI concepts and their applications across key financial workflows.

  • Apply tools like ChatGPT, Notion AI, and NotebookLM to automate summaries, reports, and insights.

  • Analyze financial data to build AI-enhanced budgets, forecasts, and financial models.

  • Create clear, executive-ready financial presentations and strategies using Gamma AI.

Details to know

Shareable certificate

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Assessments

13 assignments¹

AI Graded see disclaimer
Taught in English

Build your subject-matter expertise

This course is part of the Generative AI for Finance and Accounting Specialization
When you enroll in this course, you'll also be enrolled in this Specialization.
  • Learn new concepts from industry experts
  • Gain a foundational understanding of a subject or tool
  • Develop job-relevant skills with hands-on projects
  • Earn a shareable career certificate

There are 4 modules in this course

This program explores Generative AI in Finance, equipping analysts, FP&A professionals, accountants, and finance leaders with the skills to automate workflows, generate deeper insights, and build AI-powered financial planning and reporting solutions. You’ll begin by mastering the foundations of Generative AI, prompt engineering basics, and advanced prompting techniques for financial analysis, structured outputs, and role-based financial scenarios, using tools like ChatGPT, Claude, Google AI Studio.

You’ll then advance to AI-powered Financial Data Analysis and Reporting, applying Miro AI for FP&A workflow design, Notion AI for automated reporting and variance summaries, and NotebookLM for extracting insights, commentary, and analytical storylines from financial documents. Next, you’ll explore AI-driven Budgeting, Forecasting, and Scenario Planning, using ChatGPT and Excel AI plugins to build financial models, and Gamma AI to create dynamic, presentation-ready financial narratives. By the end of this program, you will be able to: - Define Generative AI fundamentals and how it applies to modern finance. - Use ChatGPT, Claude, and Google AI Studio to automate analysis and reporting. - Craft and refine prompts for structured outputs, forecasting, and scenario insights. - Build FP&A workflows, reports, and commentary with Miro AI, Notion AI, and NotebookLM. - Create AI-driven budgets, financial models, and scenarios using ChatGPT and Excel AI plugins. - Produce executive-ready financial presentations with Gamma AI. - Implement AI-driven financial operations for greater accuracy, speed, and strategic impact. This program is designed for FP&A analysts, finance managers, accountants, and business leaders aiming to integrate Generative AI into financial operations, planning, and reporting. A foundation in financial analysis, Excel, and business reporting will help maximize your learning experience. Learners require a reliable internet connection, a modern web browser, and access to commonly used AI and productivity tools; no specialized hardware or software installation is necessary. Join us to unlock the full potential of Generative AI in Finance, and transform the way you analyze data, build models, and deliver insights with next-generation AI systems.

Explore how AI enhances financial analysis, streamlines reporting, and reduces manual bottlenecks across accounting and FP&A tasks. Build a strong foundation in prompt engineering for finance and accounting using the SMART framework, learning how to craft effective prompts, structure financial outputs, and apply advanced techniques like chain-of-thought, role-based, and iterative prompting using ChatGPT, Claude, and Google AI Studio.

What's included

15 videos5 readings4 assignments1 discussion prompt

15 videos•Total 91 minutes
  • Specialization Introduction•6 minutes
  • Course Introduction•6 minutes
  • Basics of Generative AI•7 minutes
  • AI Applications in Finance and Accounting•6 minutes
  • Finance and Accounting Process Bottlenecks•5 minutes
  • What is Prompt Engineering?•7 minutes
  • Anatomy of High-Performing Prompts•5 minutes
  • The SMART Framework for AI Prompting•5 minutes
  • Applying Prompts in Financial Analysis•7 minutes
  • Prompt Support for Accounting Operations•6 minutes
  • Common Prompt Pitfalls and Solutions•4 minutes
  • Demonstration: Chain-of-Thought Prompting for Financial Analysis•7 minutes
  • Demonstration: Role-Based Prompting in Financial Contexts•7 minutes
  • Demonstration: Iterative Prompt Refinement•7 minutes
  • Demonstration: Prompting for Structured Financial Outputs•7 minutes
5 readings•Total 75 minutes
  • Course Overview•15 minutes
  • Foundations for Responsible and Effective Use of Generative AI•15 minutes
  • Operationalizing Prompt Engineering for Reliable AI Outcomes •15 minutes
  • Advanced Prompt Governance and Reliability in Finance and Accounting•15 minutes
  • Module Summary: Foundations of Generative AI for Finance and Accounting•15 minutes
4 assignments•Total 33 minutes
  • Knowledge Check: Foundations of Generative AI for Finance and Accounting•15 minutes
  • Practice Assignment: Introduction to Generative AI in Finance and Accounting•6 minutes
  • Practice Assignment: Prompt Engineering for Finance and Accounting Tasks•6 minutes
  • Practice Assignment: Advanced Prompting Techniques for Financial and Accounting Analysis•6 minutes
1 discussion prompt•Total 5 minutes
  • Introduce Yourself•5 minutes

Learn to clean, normalize, and structure financial datasets for AI-assisted analysis. Use tools like Notion AI and NotebookLM to generate financial summaries, automate variance analysis, and create clear insights from complex numbers. Gain hands-on experience designing FP&A workflows visually in Miro AI, enabling faster, more accurate reporting and decision-ready deliverables.

What's included

11 videos4 readings4 assignments

11 videos•Total 60 minutes
  • Importance of Data Preprocessing in Finance•7 minutes
  • Data Cleaning and Normalization Techniques•6 minutes
  • Handling Missing, Duplicate, and Noisy Financial Data•6 minutes
  • Demonstration: Miro AI to Build Financial Planning & Analysis Workflows•5 minutes
  • AI in Financial Data Classification and Organization•6 minutes
  • Generating Financial Summaries with AI•5 minutes
  • AI-Assisted Variance Analysis•5 minutes
  • Demonstration: Building Financial Reports with Notion AI•5 minutes
  • Creating Financial Commentary with AI•5 minutes
  • AI for Trend Analysis and Pattern Recognition•6 minutes
  • Demonstration: Analyzing a Q1 Financial Performance Brief with NotebookLM•5 minutes
4 readings•Total 60 minutes
  • Best Practices for Financial Data Preprocessing•15 minutes
  • AI Tools for Financial Data Analysis•15 minutes
  • AI-Enhanced Financial Analysis and Insights•15 minutes
  • Module Summary: AI-Powered Financial and Accounting Data Analysis & Reporting•15 minutes
4 assignments•Total 33 minutes
  • Knowledge Check: AI-Powered Financial and Accounting Data Analysis & Reporting•15 minutes
  • Practice Assignment: Preparing Financial and Accounting Data for AI Analysis•6 minutes
  • Practice Assignment: AI-Driven Financial and Accounting Data Processing•6 minutes
  • Practice Assignment: AI-Generated Financial and Accounting Insights & Commentary•6 minutes

Explore how Generative AI produces budget templates, adjusts assumptions dynamically, and identifies trends in financial performance. Use tools like Gamma AI and ChatGPT to build financial models, produce forecasts, analyze risk, and simulate stress scenarios. Develop the skills to design AI-powered planning systems that enhance accuracy, speed, and strategic decision-making across finance teams.

What's included

10 videos3 readings3 assignments

10 videos•Total 53 minutes
  • Building Budgets with AI Assistance•5 minutes
  • AI-Generated Budget Templates and Modifications•4 minutes
  • Dynamic Budget Adjustments with AI•4 minutes
  • Demonstration: Creating Financial Presentations with Gamma AI•6 minutes
  • AI-Powered Financial Forecasting•6 minutes
  • Scenario Analysis with AI•5 minutes
  • Demonstration: Building Financial Models with AI•7 minutes
  • AI for Cash Flow Predictions•6 minutes
  • Risk Assessment in Financial Planning•5 minutes
  • AI for Stress Testing and Extreme Scenarios•5 minutes
3 readings•Total 45 minutes
  • Interpreting and Optimizing AI-Driven Budgets•15 minutes
  • AI-Driven Forecasting and Scenario Planning•15 minutes
  • Module Summary: AI-Driven Budgeting, Forecasting, and Financial Planning•15 minutes
3 assignments•Total 27 minutes
  • Knowledge Check: AI-Driven Budgeting, Forecasting, and Financial Planning•15 minutes
  • Practice Assignment: AI-Enabled Budgeting and Financial Planning•6 minutes
  • Practice Assignment: AI-Based Financial Forecasting, Scenario Analysis, and Risk Planning•6 minutes

This module is designed to assess an individual on the various concepts and teachings covered in this course. Evaluate your knowledge with a comprehensive graded quiz.

What's included

1 video1 reading2 assignments1 discussion prompt

1 video•Total 4 minutes
  • Course Summary•4 minutes
1 reading•Total 30 minutes
  • Practice Project: Building an AI-Powered Financial Intelligence System for FinGlobe•30 minutes
2 assignments•Total 60 minutes
  • End Course Knowledge Check: Generative AI Essentials for Finance and Accounting•30 minutes
  • Designing an AI-Driven Financial Analysis, Reporting, and Planning System•30 minutes
1 discussion prompt•Total 5 minutes
  • Describe Your Learning Journey•5 minutes

Earn a career certificate

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Instructor

Edureka
211 Courses•190,189 learners

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Frequently asked questions

This course is ideal for finance analysts, FP&A professionals, accountants, and finance managers interested in applying Generative AI to automate analysis, streamline reporting, enhance forecasting, and improve financial decision-making. No programming or AI background is required.

The course covers the foundations of Generative AI, prompt engineering essentials, and advanced prompting techniques for financial tasks. You’ll also explore AI tools for FP&A workflows (Miro AI), reporting automation (Notion AI), and financial insight extraction (NotebookLM), plus AI-driven budgeting, modeling, and storytelling using ChatGPT, Claude, Google AI Studio, Excel plugins, and Gamma AI.

Yes! The course includes interactive demos and practice assignments using tools like ChatGPT, Claude, Google AI Studio, Miro AI, Notion AI, NotebookLM, Gamma AI, and Excel AI plugins. You’ll learn by applying AI directly to real finance tasks such as generating summaries, automating reports, building models, and creating executive-ready presentations.

By the end of this course, you’ll be able to design effective financial prompts, automate analysis and reporting, build AI-enhanced budgets and models, generate AI-driven commentary, and create compelling financial presentations, ultimately developing a complete AI-powered financial operations strategy.

The course is designed to be completed in 4 weeks with a recommended study pace of 3–4 hours per week. You can progress at your own pace, revisiting videos, demos, and practice exercises whenever needed.

No programming experience is required. All tools and methods are taught in a step-by-step, practical format focused on real financial use cases, not coding.

Understanding Generative AI for finance opens doors to roles in AI-enabled FP&A, financial automation, data-driven reporting, AI-supported planning & analysis, financial operations strategy, and AI implementation consulting for finance teams. It also strengthens your ability to integrate AI into modern finance workflows.

You will receive a certificate of completion after successfully finishing all modules and assessments. This certificate validates your ability to apply Generative AI in financial analysis, reporting, and planning, and strengthens your professional profile.

Unlike general AI courses, this program focuses on practical financial applications of Generative AI. It emphasizes hands-on demos, real-world finance use cases, and tool-based exercises using ChatGPT, Claude, Google AI Studio, Miro AI, Notion AI, NotebookLM, Gamma AI, and Excel plugins to help you apply AI directly to daily financial operations.

To access the course materials, assignments and to earn a Certificate, you will need to purchase the Certificate experience when you enroll in a course. You can try a Free Trial instead, or apply for Financial Aid. The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.

When you enroll in the course, you get access to all of the courses in the Specialization, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile.

Yes. In select learning programs, you can apply for financial aid or a scholarship if you can’t afford the enrollment fee. If fin aid or scholarship is available for your learning program selection, you’ll find a link to apply on the description page.

Financial aid available,

¹ Some assignments in this course are AI-graded. For these assignments, your data will be used in accordance with Coursera's Privacy Notice.