Practical Ai Chatgpt For Finance: Automate And Forecast

Use AI-driven solutions to automate, forecast and optimize in finance and accounting

What you'll learn

Use ChatGPT and Excel Copilot to automate financial reporting and analysis

Build dashboards and models with tools like Grid, Datarails, and Google Sheets

Apply AI to streamline forecasting, budgeting, and scenario planning workflows

Analyze real use cases to enhance strategic finance decisions using AI tools

Requirements

No prerequisites

Description

Learn how to use AI to modernize finance and accounting—from automating workflows and forecasting faster to gaining sharper financial insights. This course is designed specifically for professionals in finance, accounting, and FP&A who want to stay ahead of the curve and apply AI tools in practical, high-impact ways—without needing a technical background.Whether you're drowning in manual reports, reconciling spreadsheets, or building financial models, this course will show you how to delegate the grunt work to AI so you can focus on strategic thinking and better decision-making.Taught by a top-rated instructor with over 400,000 students, this course combines hands-on demos with real-world finance scenarios—so you can instantly apply what you learn.What You’ll Learn:Automate monthly reporting, reconciliations, and close processes using AIApply AI to forecast cash flows, build models, and analyze trendsSpeed up financial planning, budgeting, and variance analysisUse tools like ChatGPT & DeepSeek to improve accounting workflowsDraft audit memos, management commentary, and investor updates with AIEliminate repetitive spreadsheet tasks with AI-powered Excel formulasWho This Course is For:Accountants & Controllers – Automate close processes and improve reporting speedFP&A & Finance Teams – Use AI for planning, forecasting, and analysisCFOs & Finance Leaders – Make faster decisions with AI-enhanced insightsStudents & Career Switchers – Gain future-proof skills in finance and AIJoin thousands of professionals who are upgrading their financial workflows with AI—and gain an edge in a fast-changing industry.

Overview

Section 1: Introduction

Lecture 1 Welcome to the Course

Lecture 2 How AI is Transforming Business, Finance and Accounting

Lecture 3 Artificial Intelligence 101

Section 2: AI for Financial Analysis

Lecture 4 AI for Financial Analysis

Lecture 5 Reviewing Financial Statements

Lecture 6 AI for Valuation

Section 3: AI Platform Walkthroughs

Lecture 7 Microsoft Excel Copilot Introduction

Lecture 8 Microsoft Excel Copilot Walkthrough

Lecture 9 Datarails Introduction

Lecture 10 Datarails Walkthrough

Lecture 11 Grid: Turning Spreadsheets into AI Tools

Section 4: Forecasting

Lecture 12 Intro: AI for Financial Modeling

Lecture 13 Building a Financial Model Using AI

Lecture 14 AI for Forecasting and Analyzing Multiple Scenarios

Lecture 15 AI for Financial Optimization

Section 5: Automation

Lecture 16 Spreadsheet Automation

Section 6: Document Summarization and Reporting

Lecture 17 ChatGPT for Summarizing Docs and Reports

Lecture 18 AI for Research

Section 7: Role Play Exercise

Section 8: Conclusion

Lecture 19 Conclusion

Anyone interested in learning about how to boost productivity in finance and analytics