Finance and accounting work is full of tasks that eat hours and follow predictable patterns. Chasing payments. Summarizing contracts. Extracting data from invoices and bank statements. Building formulas. Writing the narrative around the numbers. Modern AI does the first draft of all of it in seconds, and the professionals using it are already working faster than those who are not.
This course shows you exactly how, and how to do it safely. Designed specifically for finance and accounting professionals with no technical background, this course starts by establishing two things that everything else depends on: what generative AI is genuinely good at in finance work, where it fails on arithmetic and precision, and the confidentiality rule you must apply before any client data touches an AI tool.
From there, you will map the five categories of AI tools that actually matter in this profession, from general assistants like ChatGPT, Claude, and Gemini, to AI inside your spreadsheet with Copilot and Claude for Excel, to document capture tools like Dext, to the AI agents already built into QuickBooks and Xero that many firms are paying for without using.
