AI5 ACADEMY · APPLIED AI FINANCE LABS · UPDATED SEPTEMBER 2026
AI for Finance, Accounting & Audit Course
Who should join: Accountants · Finance executives · Commerce students
8 weeks · Online + Offline · 8 practical projects
Tools: Excel · Google Sheets · Power BI · ChatGPT · Claude · Gemini
Build: Verified financial-statement analysis and data-use checklist · Automated reconciliation workbook and formula-review log
Want syllabus, fees and batch timing?
Talk to AI5 Academy counsellor and get course details based on your background.
Perform AI-assisted close, reconciliation, FP&A, forecasting, MIS and audit work through verified finance labs.
Online + Offline3 sessions per week60–90 minutes per sessionAI + domain practice
What You Will Actually Do
Learn by Doing → Build → Check → Improve → Apply
Approximately 20% concepts and 80% practical application across the program. This is a teaching direction, not a fixed split for each class.
- Verified financial-statement analysis and data-use checklist
- Automated reconciliation workbook and formula-review log
- AI-assisted monthly financial close pack
- Budget variance and business-driver analysis
- Rolling forecast and scenario model
- Management MIS dashboard and reporting workflow
- Audit working paper, control-test record and exception report
- Finance automation project with workbook, management pack and verification record
8 weeks · 24 live sessions · approximately 24–36 instructor-led hours. Three sessions per week, generally 60–90 minutes each. Assignments, practice and portfolio work outside class are additional.
India and international Live Online learners can request a suitable cohort. Confirm local times and time-zone differences before enrolment.
Every finance lab includes a review.
Concept → Demonstration → Guided Lab → Independent Task → Verification → Professional Output.
Start with a realistic problem and source material. Watch the trainer perform the workflow, build it yourself, check the result, improve it and submit a usable workbook, report or investigation record.
Source & retrieveAnalyse & calculateCite & reconcileVerifyHuman review & approve
Verification exercises include invented numbers, incorrect calculations, broken formulas, unsupported assumptions, stale market information, wrong citations, incomplete or conflicting documents, missing data, outliers and misleading summaries. Keep a record of the error, correction and reviewer decision.
NEXT START OPTIONS
Choose a live batch.
COURSE OVERVIEW
What this course
is built to do.
Apply AI to reconciliation support, reporting, audit preparation and forecasting under professional review and strict data rules.
Each module combines a live trainer demonstration, guided lab, assignment and review before the next stage.
CONNECTED CAREER DIRECTIONS
AI-Supported Finance AnalystAccounts Automation AssociateFinance Reporting ExecutiveAudit Support Analyst
IS THIS COURSE RIGHT FOR YOU?
Choose it for the right reason.
You work with finance or accounting records
You need reporting and reconciliation support
You require strict data and approval controls
YOUR LEARNING ARC
From guided foundation to finished work.
Control
Set data, tool and review rules.
Prepare
Extract, match and investigate records.
Report
Build checked analysis and management packs.
Plan
Create forecasts, scenarios and dashboards.
INDUSTRY TASKS
Practise the work, not only the tool.
- Prepare a reconciliation exception file
- Build a monthly finance report
- Create a forecast and scenario dashboard
PRO
LED
LED
YOUR TRAINING TEAM
Learn from experienced working professionals.
Live demonstrations, guided practice and direct project feedback are part of the course. Trainers update examples and tool coverage as professional practice changes.
WHAT YOU WILL BE ABLE TO DO
Course outcomes
01
Finance sources and verified statement analysis
Verified financial-statement analysis and data-use checklist
02
Excel + AI: inherited workbooks and reconciliation
Automated reconciliation workbook and formula-review log
03
Accounting and monthly close
AI-assisted monthly financial close pack
04
FP&A: budget versus actual
Budget variance and business-driver analysis
05
FP&A: rolling forecast and scenarios
Rolling forecast and scenario model
06
MIS and Power BI-assisted reporting
Management MIS dashboard and reporting workflow
07
AI-assisted audit review
Audit working paper, control-test record and exception report
08
Finance automation capstone
Finance automation project with workbook, management pack and verification record
TAKE THE NEXT STEP
Need fees, syllabus or the right batch?
An AI5 Academy advisor can help you compare mode, schedule and starting level.
DETAILED COURSE FLOW
8 learning modules
Learn by Doing → Build → Check → Improve → Apply. Eight weeks of finance, accounting, FP&A, MIS and audit labs with professional review.
Week 1 — Finance sources and verified statement analysis
Use AI to analyse source documents and check financial conclusions.
CORE TOPICS
- P&L, balance sheet and cash flow
- Ratios, margins, working capital and business drivers
- Structured extraction from reports
- Data classification, privacy, permissions and source records
GUIDED PRACTICE
Extract a public company statement into a workbook; reconcile totals and correct invented figures in an AI summary.
MODULE DELIVERABLE
Verified financial-statement analysis and data-use checklist
Week 2 — Excel + AI: inherited workbooks and reconciliation
Understand, repair and reconcile finance spreadsheets.
CORE TOPICS
- Power Query and cleaning
- Formula creation and tracing
- Duplicate and missing records
- Matching tolerances and exception evidence
GUIDED PRACTICE
Review an inherited workbook containing broken formulas, classify transactions and reconcile bank and ledger exports.
MODULE DELIVERABLE
Automated reconciliation workbook and formula-review log
Week 3 — Accounting and monthly close
Prepare a reviewed close pack using AI-supported accounting work.
CORE TOPICS
- Invoice extraction and validation
- Transaction categorisation and ledger review
- Accruals and month-end checks
- Tally, Zoho Books, QuickBooks, Xero and ERP-style exports
GUIDED PRACTICE
Match invoices to ledger entries, investigate exceptions and build a Monthly Close Assistant: input → reconcile → flag → commentary → human review.
MODULE DELIVERABLE
AI-assisted monthly financial close pack
Week 4 — FP&A: budget versus actual
Explain performance using checked drivers and measures.
CORE TOPICS
- Actual versus budget
- Price, volume and mix drivers
- KPI monitoring
- Management commentary and decision support
GUIDED PRACTICE
Build a budget-versus-actual workbook, verify variance bridges and rewrite an unsupported AI explanation.
MODULE DELIVERABLE
Budget variance and business-driver analysis
Week 5 — FP&A: rolling forecast and scenarios
Update a driver-based forecast with explicit assumptions.
CORE TOPICS
- Revenue and cost forecasting
- Rolling forecast updates
- Scenario planning and sensitivity
- Forecast checks and approval
GUIDED PRACTICE
Build an FP&A Assistant: actuals → budget → variance → drivers → forecast → management summary. Compare base, upside and downside cases.
MODULE DELIVERABLE
Rolling forecast and scenario model
Week 6 — MIS and Power BI-assisted reporting
Turn reconciled data into a repeatable management pack.
CORE TOPICS
- MIS preparation and refresh
- Power BI-assisted measures and dashboards
- Cash, cost and profitability KPIs
- Executive narratives and source checking
GUIDED PRACTICE
Prepare a management dashboard, reconcile dashboard measures to the workbook and generate a checked executive report.
MODULE DELIVERABLE
Management MIS dashboard and reporting workflow
Week 7 — AI-assisted audit review
Prepare evidence that supports auditor review.
CORE TOPICS
- Sample analysis and anomaly identification
- Control testing support
- Audit, policy and contract review
- Working papers, evidence links and exception reporting
GUIDED PRACTICE
Build an Audit Assistant: documents → extract → cross-check → flag → review notes → auditor approval. Test misleading summaries and incomplete evidence.
MODULE DELIVERABLE
Audit working paper, control-test record and exception report
Week 8 — Finance automation capstone
Combine course work into a repeatable professional workflow.
CORE TOPICS
- n8n or Make, approved apps and APIs
- Approval gates and action logs
- Failure handling and reconciliations
- Portfolio presentation and independent defence
GUIDED PRACTICE
Connect a close, FP&A or audit workflow to a final management pack. Inject a missing input and wrong AI calculation; stop, repair and document human approval.
MODULE DELIVERABLE
Finance automation project with workbook, management pack and verification record
Want syllabus, fees and batch timing?
Talk to AI5 Academy counsellor and get course details based on your background.
HOW THE TRAINING WORKS
Learn it. Apply it. Get it reviewed. Improve it.
Every important skill moves through explanation, demonstration, guided use and independent application. Trainer feedback is used to revise the work before it becomes part of the final portfolio.
Concept briefing
The trainer explains the principle, use case, limitations and the quality standard expected.
Live demonstration
A complete task is demonstrated while the trainer explains decisions, checks and common mistakes.
Guided lab
Learners repeat the method with support, ask questions and correct problems during the session.
Applied assignment
The same method is used on a different brief so the learner must make independent decisions.
Review and revision
Work is checked against a rubric, revised after feedback and prepared for project presentation.
PROGRESS IS CHECKED THROUGHClass exercisesModule deliverablesProject reviewsFinal capstone presentation
PORTFOLIO WORK
Projects you can show
Verified financial-statement analysis and data-use checklist
Plan, produce, test and present a finished piece with trainer feedback.
Automated reconciliation workbook and formula-review log
Plan, produce, test and present a finished piece with trainer feedback.
AI-assisted monthly financial close pack
Plan, produce, test and present a finished piece with trainer feedback.
Budget variance and business-driver analysis
Plan, produce, test and present a finished piece with trainer feedback.
Rolling forecast and scenario model
Plan, produce, test and present a finished piece with trainer feedback.
Management MIS dashboard and reporting workflow
Plan, produce, test and present a finished piece with trainer feedback.
Audit working paper, control-test record and exception report
Plan, produce, test and present a finished piece with trainer feedback.
Finance automation project with workbook, management pack and verification record
Plan, produce, test and present a finished piece with trainer feedback.
TAKE THE NEXT STEP
Need fees, syllabus or the right batch?
An AI5 Academy advisor can help you compare mode, schedule and starting level.
TOOLS COVERED
ExcelGoogle SheetsPower BIChatGPTClaudeGeminiMicrosoft Copilotn8n / Make
Tool coverage may be updated when the industry changes. Core methods remain part of the course.COMMON QUESTIONS
Before you apply
Does AI make accounting decisions?
No. AI assists preparation and analysis; qualified people retain review and sign-off.
＋Is Excel taught?
Yes. Formulas, Power Query, pivots and reporting form a large part of practical work. A paid Microsoft license is not automatically included; confirm account requirements before enrolment.
＋How is private finance data handled?
The first module sets approved tools, data classifications, access and review rules before any exercises.
＋Do I need coding experience?
No, unless the course level says otherwise. Your advisor will check the right starting level.
＋Are classes live or recorded?
Classes are trainer-led in the classroom or live online.Recordings may support revision but do not replace class.
＋Will I receive a certificate?
Ask admissions to confirm the completion document and assessment requirements for your cohort. No external professional certification is implied.
＋Can working professionals join?
Yes. Three live sessions per week, generally 60–90 minutes each. Confirm a suitable cohort and time zone before joining.
＋Tools follow the work.
| Workflow | Tools and materials | Access |
|---|---|---|
| AI and spreadsheets | ChatGPT, Claude, Gemini, Microsoft Copilot; Excel and Google Sheets. ChatGPT for Excel or Google Sheets where enabled. | Use the cohort’s approved assistant and spreadsheet environment. Paid accounts and usage limits are confirmed before enrolment. |
| Accounting and MIS | Tally, Zoho Books, QuickBooks, Xero and ERP-style exports; Excel and Power BI-assisted reporting. | Realistic exported or synthetic datasets support labs. Enterprise accounts and paid accounting licenses are not promised. |
| Repeatable workflows | ChatGPT Work or equivalent approved agentic workflows, apps/connectors, n8n, Make and APIs. | No-code/low-code builds with approval gates. Paid connectors, API credits and enterprise systems depend on confirmed access; equivalent dataset-based exercises support the learning goal. |
Use public, synthetic or approved sanitised data. Never upload confidential client information without permission. Product references do not imply partnerships.
Assessment through professional work
Assessment centres on lab completion, workflow assignments, model or case review, research outputs, verification exercises and the final capstone. Short quizzes support practice. Submit source references, an assumptions review, calculation and formula checks, citation and freshness checks, and a human approval record with every major output.
Combine the weekly outputs into a finance automation project with a reconciled workbook, forecast or audit file and management presentation. Explain the process and demonstrate how it behaves when inputs are incomplete or AI is wrong.
These outputs provide portfolio evidence of practical learning. The course does not replace CA, CFA, MBA or regulated qualifications and does not provide investment advice or guarantee employment, accuracy, compliance or investment returns.
Learn with domain specialists who use AI in their work.
AI5’s trainer standard combines relevant professional practice, strong current AI usage and the ability to teach live practical workflows. Finance, accounting, audit, FP&A, research, modelling or AML experience must match the subject taught.
Trainer selection requires a live workflow demonstration, error checking and clear answers to domain questions. Sessions call for active builds, learner coaching and project review. Ask admissions for the assigned trainer’s background before joining.
Training for corporate teams
Finance departments, accounting, FP&A, internal audit, banks, NBFCs, fintech, investment, asset-management and compliance teams can request a program built around their responsibilities. Organisation-specific workflows use approved datasets subject to privacy and security rules. Duration, scope and pricing are agreed separately.
Discuss corporate trainingAsk about this course, a demo or a batch
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NEXT BATCH
Choose your course.
Choose your schedule.
Online or offline. Weekdays or weekends. Regular or fast track. Speak with an AI5 Academy advisor about the right starting level.
COURSE PLANNING
AI for Finance, Accounting & Audit Course: syllabus, projects and admission details
Perform AI-assisted close, reconciliation, FP&A, forecasting, MIS and audit work through verified finance labs.
AI for Finance, Accounting & Audit Course syllabus
Week 1 — Finance sources and verified statement analysis, Week 2 — Excel + AI: inherited workbooks and reconciliation, Week 3 — Accounting and monthly close. Read the full curriculum above for the complete learning sequence.
AI for Finance, Accounting & Audit Course projects
Verified financial-statement analysis and data-use checklist; Automated reconciliation workbook and formula-review log; AI-assisted monthly financial close pack. Check the project section for the work expected in this program.
AI for Finance, Accounting & Audit Course eligibility
Entry level: Beginner. Ask a counsellor to confirm whether your background meets the program prerequisites.
AI for Finance, Accounting & Audit Course duration
Program duration: 8 weeks. Confirm the next batch timetable before joining.
AI for Finance, Accounting & Audit Course tools
Excel, Google Sheets, Power BI, ChatGPT, Claude, Gemini. Tool access and any paid accounts should be confirmed for your cohort.
AI for Finance, Accounting & Audit Course fees and batches
Training mode: Online + Offline. Request current fees, available batches and a suitable schedule.
Get course details →