Level 2 · AI for Your Profession
Finance & Accounting
AI for everyday finance work: bank and ledger reconciliation, monthly reports and commentary, spreadsheet formulas, invoices and tax documents, and figure verification. Data stays protected, every figure is recomputed, and entries and payments are approved by people.
- Who it is for
- Finance staff, bookkeepers, accountants and finance admins at small and mid-size organisations who have finished AI Foundations or know its basics.
14 lessons, about 73 minutes
Start this levelModule 1
Start safely
Financial data that stays out of the model, figures the model makes up and how to verify them, and segregation of duties and approval.
Module 2
Daily workflows
Bank and ledger reconciliation, monthly reports and commentary, tested spreadsheet formulas, and invoices and tax documents.
Module 3
Finance prompt library
Copy-ready prompts for reconciliation and verification, reports and commentary, and invoices, tax, entries and payments.
Module 4
End-to-end case: the monthly close
One close at a small distribution business, from plan and reconciliation to approved entries, a verified report and a review afterwards.
Module 5
Mini project: a finance work kit
Build a safe work kit for one recurring finance task at your workplace, then have a colleague review it.
Module 6
Finance template pack
Checklists, an SOP skeleton and message templates to reuse in AI-assisted finance work.
Final assessment
10 scenarios from every module; pass with 8 right. It opens once you have finished every module.