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AI at workIntermediate

AI for Accounting and Finance

Where a language model helps with numbers work, and why every figure still gets recomputed

AI for Accounting and Finance

About this course

A practical course for accountants, finance managers and analysts who want to use a language model without putting a single figure at risk. The starting point is uncomfortable but useful: the model does not calculate. It predicts text, and a number is just more text to it. Everything else in the course follows from that one fact.

Inside: turning a pile of source documents and bank statement lines into a clean table, preparing data for a reconciliation, describing a task in words and getting a spreadsheet formula back, drafting letters to counterparties and internal memos, reading a long contract for obligations and deadlines, writing commentary on reported figures, wording analytical conclusions for management, and building a small library of prompts for the work you repeat every month.

Separately and seriously: confidentiality. Employee personal data, banking and commercial secrets, counterparty details — what must never leave your perimeter, and why deleting a surname is not anonymisation. The course does not give legal or tax advice and does not promise to replace a specialist: the model helps with text and structure, the decision and the responsibility stay with you.

Course curriculum

  1. The model and the number

    Why a language model does not calculate, how to divide the work between the model, the spreadsheet and the accounting system, and what data must never leave your perimeter.

    • 1.A number is text to the model12 min
    • 2.Who does what: model, spreadsheet, system, you11 min
    • 3.Confidentiality: what never leaves the perimeter16 min

  2. From a pile of text to a workable table

    Structuring source documents and statement lines, preparing data for a reconciliation, and getting spreadsheet formulas from a description of the task.

    • 1.Source documents and statements into columns14 min
    • 2.Reconciliations and discrepancies14 min
    • 3.Describe the task, get the formula12 min

  3. Documents you write and documents you read

    Drafting letters, memos and replies to requests, and getting through a long contract or demand letter to the obligations, deadlines and amounts that concern you.

    • 1.Drafts: letters, memos and replies13 min
    • 2.Reading a long document: obligations, deadlines, amounts15 min

  4. Turning numbers into words

    Commentary on reported figures, analytical conclusions for management, honest handling of forecasts and scenarios, and a prompt library for the work that repeats every month.

    • 1.Commentary on the figures13 min
    • 2.From ratios to conclusions for management14 min
    • 3.Forecasts, scenarios and your own prompt library15 min