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Training/AI for Finance & Accounting
FunctionIntermediate2 Days

AI for Finance & Accounting

Accelerate analysis, reporting, and financial operations. Maintain accuracy and compliance with AI assistance.

2 Days
Intermediate
€3500per person·Min. 2 participants
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Overview

Finance teams face mounting pressure to deliver faster insights while maintaining accuracy and compliance. This course teaches finance professionals to use AI for analysis, reporting, and operational efficiency—with appropriate controls for the sensitive nature of financial data.

Designed for

Finance TeamsAccountantsFP&AControllersCFOs

Prerequisites

AI Foundations course or equivalent AI familiarity

Learning outcomes

Accelerate financial analysis and variance explanations
Generate narrative commentary for financial reports
Automate routine reconciliation and checking tasks
Create board-ready presentations and summaries
Build financial models with AI assistance
Apply appropriate controls for AI in finance contexts

Course structure

1

AI in Finance: Opportunities & Controls

Day 1 AM

Where AI adds value in finance. Data sensitivity. Audit trails. Appropriate use cases.

2

Financial Analysis Acceleration

Day 1 AM

Variance analysis. Trend identification. Ratio calculations. Benchmarking.

3

Report Narratives & Commentary

Day 1 PM

Management accounts commentary. Board report summaries. Explaining variances.

4

Hands-On: Monthly Reporting Pack

Day 1 PM

Build AI-assisted workflows for your monthly reporting cycle.

5

Budgeting & Forecasting Support

Day 2 AM

Assumption documentation. Scenario modelling. Forecast narratives. Budget templates.

6

Reconciliation & Controls

Day 2 AM

Matching and exception identification. Control documentation. Process standardisation.

7

Board & Investor Communications

Day 2 PM

Executive summaries. Presentation generation. Q&A preparation.

8

Workshop: Finance AI Workflow

Day 2 PM

Design AI-assisted workflows for your key finance processes with appropriate controls.

What participants receive

Financial Analysis Prompt Pack
Report Commentary Templates
Variance Explanation Framework
Board Presentation Prompts
Finance AI Control Checklist
Monthly Close Workflow Template

Delivery options

On-site

We come to your offices. Ideal for team-wide training.

Remote

Live virtual sessions. Full interaction with instructors.

Dublin venue

Join scheduled sessions at our training facility.

Enquire about AI for Finance & Accounting

Request this course for your team. We'll follow up with availability, pricing for your group size, and answer any questions.

We respond within 24 hours with a tailored proposal

Flexible scheduling for on-site, remote, or hybrid delivery

Volume discounts available for larger groups

Enquire about this course

We'll respond within 24 hours. Your information is kept confidential.

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Frequently asked questions

Is lunch included in the training?

Yes. All full-day training sessions include a catered lunch, as well as refreshments throughout the day. Please inform us of any dietary requirements when booking.

Where are you located?

Our training facility is located in Dublin city centre. You can find us on Google Maps. For on-site training, we travel to your premises anywhere in Ireland.

What materials are provided?

All participants receive comprehensive course materials, including presentation slides, reference guides, templates, and access to our resource library. Materials are provided digitally and remain accessible after the course.

Can courses be customised for our organisation?

Absolutely. We offer bespoke training programmes tailored to your industry, workflows, and specific objectives. Please contact us to discuss your requirements and we will prepare a customised proposal.

What is the minimum group size?

The minimum group size for private training is two participants. For larger groups exceeding 25 participants, we recommend splitting into multiple sessions to ensure optimal engagement and interaction.

What are the payment terms?

We require a 50% deposit upon booking confirmation, with the balance due seven days prior to the training date. We accept bank transfer and all major credit cards. Volume discounts are available for larger bookings.

What is your cancellation policy?

Cancellations made more than 14 days before the scheduled date are eligible for a full refund. Cancellations within 14 days may be rescheduled at no additional cost, subject to availability. We understand circumstances change and will work with you to find a suitable alternative.

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