Course Overview

Financial Reporting with AI shows you how tools like ChatGPT and Claude can speed up everyday finance work. Across eight modules, you will learn financial statement analysis, compliance and audit preparation, risk monitoring, and management reporting, as well as the limits of AI and how to use it responsibly. Hands-on exercises and downloadable resources connect each idea to real tasks, so you build skills you can use straight away rather than just theory.

By the end, you will have learned the skills to turn scattered invoices into a clean accounts receivable aging report and build a budget template with variance columns from scratch. Credit risk checks and budget variance analysis take minutes instead of hours, and you can reshape one report into an executive email, a team update, or an SMS alert. You also learn how to catch AI errors, verify figures before they reach a client, and set up automated news monitoring so nothing important slips past you.

Learning Objectives:

By the end of this course, you will be able to:

• Apply generative AI tools to routine financial reporting tasks
• Build accounts receivable aging reports from scattered invoice data
• Calculate liquidity, solvency, and profitability ratios using AI
• Create budget templates with formulas and variance columns
• Identify risks and limitations of AI in financial work
• Configure automated news monitoring for market-moving events
• Analyze profit and loss data to spot financial trends
• Adapt a single report for multiple audiences and channels