Finance at AI Speed

Modalità
Online
Lingua
en
Livello
practitioner

Il corso

Close the books and brief the board faster: build NPV/IRR models, driver-based forecasts, variance commentary, and board packs with AI. 8 chapters, practitioner level.

Identità del corso

Materie

ai for finance course, ai for fp&a, copilot for finance, ai financial modeling, budgeting and forecasting with ai, ai in excel for finance, invoice data extraction ai, scenario modeling excel ai, ai board pack preparation, cfo ai tools

Livello

practitioner

Lingua

en

Programma e obiettivi

Obiettivi
  • Build NPV and IRR spreadsheet analysis with an auditable AI workflow
  • Create driver-based forecasts and scenario plans with AI
  • Automate invoice, receipt, and bank statement extraction at scale
  • Turn variance data into management commentary and a clear narrative
  • Prepare investor updates, board decks, and earnings materials with AI
  • Build finance mini-projects in Claude Code, including a variance generator and invoice batch extractor
  • Model multi-case scenarios in Microsoft Excel and stress-test assumptions with AI
Programma
  • Url: https://aiacademy.anthropos.work/chapters/finance-ai-intro/ · AI for Finance: Start Here · Position: 1 · The 12-minute orientation to the AI for Finance stack — 5 finance moments, 8 courses, and where to start
  • Url: https://aiacademy.anthropos.work/chapters/finance-spreadsheets/ · AI in Financial Spreadsheets · Position: 2 · Master AI-powered workflows for NPV, IRR, and audit-trail spreadsheet analysis
  • Url: https://aiacademy.anthropos.work/chapters/finance-budgeting-forecasting/ · Budgeting and Forecasting with AI · Position: 3 · Master driver-based modeling, scenario planning, and high-stakes forecasting with AI
  • Url: https://aiacademy.anthropos.work/chapters/finance-document-extraction/ · Document Extraction at Scale · Position: 4 · Automate invoice, receipt, and bank statement processing with AI — from pilot to production
  • Url: https://aiacademy.anthropos.work/chapters/finance-management-commentary/ · Management Commentary with AI · Position: 5 · Transform variance data into strategic narrative — AI-assisted storytelling for CFOs
  • Url: https://aiacademy.anthropos.work/chapters/finance-investor-materials/ · Investor Materials and Board Packs · Position: 6 · AI-assisted investor updates, board decks, and earnings prep — CFO owns the message
  • Url: https://aiacademy.anthropos.work/chapters/coding-lite-for-finance/ · Coding-Lite for Finance · Position: 7 · Build finance mini-projects with Claude Code — variance commentary generator, invoice batch extractor, board pack assembler
  • Url: https://aiacademy.anthropos.work/chapters/scenario-modeling-with-ai-in-microsoft-excel/ · Scenario Modeling with AI in Microsoft Excel · Position: 8 · Build multi-case financial models that make uncertainty visible, stress-test assumptions with AI, and translate scenarios into board-ready decisions
Competenze acquisite
  • Build NPV and IRR spreadsheet analysis with an auditable AI workflow
  • Create driver-based forecasts and scenario plans with AI
  • Automate invoice, receipt, and bank statement extraction at scale
  • Turn variance data into management commentary and a clear narrative
  • Prepare investor updates, board decks, and earnings materials with AI
  • Build finance mini-projects in Claude Code, including a variance generator and invoice batch extractor
  • Model multi-case scenarios in Microsoft Excel and stress-test assumptions with AI

Edizioni

Edizioni

Course Mode: online · Course Workload: PT149M · Mode: online

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