GenAI for Automated Financial Reporting
Automate financial reporting with Gen AI! Learn LLMs, prompt engineering, and build hands-on tools like GPT AR reports, Gemini balance sheets, and AI consultants to save time and boost accuracy. Perfect for finance pros and tech-savvy analysts.
Overview
This course includes:
1 hour 15 minutes of on-demand video
Certificate of completion
Direct access/chat with the instructor
100% self-paced online
Imagine you are tasked to complete the Quarterly Financial report of the company and you literally have no time in hand as the inputs have reached you too late. The manual process takes you almost two days. How can you automate it to shorten the many hours worth of work to minutes. Welcome to the Automated Financial Reporting using Generative AI video course which will help you do just that. This comprehensive program introduces you to the world of Large Language Models (LLMs) and their applications in finance. You'll gain a solid understanding of Generative AI fundamentals and discover how these technologies are revolutionizing financial processes. Through expert-led instruction, you'll master the art of prompt engineering tailored for financial contexts, enabling you to communicate effectively with AI tools.
The heart of this course lies in its hands-on approach, featuring three practical tool projects that bring theory to life. You'll create a custom GPT for generating Accounts Receivable reports, build a Google Gemini "Gem" for automated Balance Sheet creation, and develop an Anthropic AI-powered financial consultant. These projects provide real-world experience in applying Generative AI to critical financial reporting tasks, from data analysis to report generation and financial advice.
Designed for financial professionals, data analysts, and technology leaders in the finance sector, this course equips you with the skills to harness AI for more efficient, accurate, and insightful financial reporting. You'll explore best practices in AI implementation, considering ethical implications and data security. By the end of this hour, you'll be prepared to lead the charge in modernizing financial reporting processes, staying ahead in the rapidly evolving intersection of finance and technology.
Skills You Will Gain
Learning Outcomes (At The End Of This Program, You Will Be Able To...)
- Apply key concepts of Generative AI and Large Language Models (LLMs) based tools in Automating financial reporting tasks.
- Apply prompt engineering techniques to effectively communicate with AI models in a financial context.
- Develop AI-powered tools for various financial reporting tasks using cutting-edge Gen AI platforms such as Open AI GPT, Google Gem and Anthropic Projects.
- Apply Generative AI to explain Financial Reports and Audit Reports for anomalies .
Prerequisites
To get started with this course, all you need is basic computer proficiency. No prior experience with AI, coding, or financial automation is required. If you're comfortable using everyday digital tools, you're ready to explore how Generative AI can transform financial reporting.
Who Should Attend
This course is designed for finance and accounting professionals who want to streamline their reporting processes using Generative AI. With just basic computer skills, you'll learn to automate tasks, enhance accuracy, and save valuable time in financial workflows.
