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Courses/AI for Finance & Accounting

AI for Finance & Accounting

Learn how to automate reporting, forecasting, and analysis using modern AI tools — even if you're not a developer.

3-hour live session|Next: Sunday, May 10, 2026|By Sripal Jain
$149.99Enroll Now

What you'll learn

Automate monthly close reports and reconciliations using AI tools like ChatGPT and Claude
Build intelligent forecasting models from plain English — no coding required
Extract key terms, risk flags, and renewal dates from contracts using AI document analysis
Evaluate and compare AI tools using a Cost vs. Complexity vs. Security framework
Create a personalized 30-day AI adoption plan tailored to your role
Present AI-driven insights to stakeholders and leadership with confidence

Course content

5 sections · 16 topics

Welcome & Icebreaker Poll
5 min
AI Tools Overview: ChatGPT, Claude, Copilot & Domain Tools
10 min
Myth vs. Reality: What AI Can and Cannot Do in Finance
5 min

Requirements

  • No programming or technical background required
  • A laptop with internet access and a web browser
  • Basic familiarity with spreadsheets (Excel or Google Sheets)
  • A free ChatGPT or Claude account (setup instructions provided before class)

Description

This hands-on course is designed for finance and accounting professionals who want to leverage AI to transform their workflows. You'll learn practical techniques for automating repetitive tasks, building intelligent forecasting models, and creating dashboards that provide real-time insights — all without writing a single line of complex code.

Whether you're a CFO looking to modernize your team's toolkit or an analyst wanting to 10x your productivity, this course gives you the practical skills to start using AI tools effectively from day one.

Who this course is for

  • Finance professionals, accountants, controllers, and analysts who want to use AI to work smarter.
  • Managers and directors looking to modernize their team's operations.
  • Anyone in finance who feels overwhelmed by the pace of AI adoption and wants a practical starting point.

Why this course matters

AI is transforming finance faster than any other business function. Companies that adopt AI-driven processes are seeing 40-60% reductions in manual reporting time and significantly better forecasting accuracy.

But most AI training is built for engineers, not finance professionals. This course bridges that gap — giving you practical, applicable skills you can use in your current role, starting the next business day.

Instructor

SJ

Sripal Jain

CPA & Chartered Accountant with 20+ years leading finance transformation at global enterprises. Co-founder and strategic advisor specializing in AI-driven automation for accounting, compliance, and financial operations.

$149.99

per person

Enroll Now

Next session: Sunday, May 10, 2026

This course includes

  • 3-hour live interactive session
  • Downloadable AI prompt templates for finance
  • 30-day AI action plan template
  • Small group size for personalized attention
  • Certificate of completion
  • Post-session Q&A support via email
$149.99

per person

Enroll Now

Upcoming Sessions

Sunday, May 10, 2026
3:00 PM CDT - 6:00 PM
Instructor: Sripal Jain

Schedule is subject to change. Enrolled students will be notified via email of any updates.

Ready to get started?

Secure your spot in an upcoming session today.

Enroll Now
Live, interactive sessions
Hands-on exercises included
Secure payment via Stripe