AI5 PROFESSIONAL CERTIFICATE · BY TGC INDIA · UPDATED AUGUST 2026
AI for Finance, Accounting & Audit
Apply AI to reconciliation support, reporting, audit preparation, analysis and finance communication.
Online + OfflineWeekdays + WeekendsRegular + Fast Track
22+years in training
20,000+learners across TGC
5classroom locations
Live onlinejoin from anywhere
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
Apply safe AI rules to finance work
A task, data and approval control matrix.
02
Support reconciliation and audit preparation
Checked exception records and evidence-linked working files.
03
Build finance reporting models
A verified monthly pack with variance and ratio analysis.
04
Present forecasts with clear assumptions
A dashboard and scenario model prepared for professional review.
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
5 learning modules
Use AI and business tools for finance reporting, reconciliation support, audit preparation and analysis while retaining professional review and data control.
Finance data, privacy and AI working rules
Set boundaries for sensitive information and decide which tasks may use approved AI tools.
CORE TOPICS
- Finance data classification
- Privacy, access and retention rules
- Professional judgement and approval
- Source records, audit trail and checking
GUIDED PRACTICE
Classify common finance tasks and prepare an approved-use and review matrix.
MODULE DELIVERABLE
Finance AI control checklist
Accounting documents and reconciliation support
Use structured extraction and comparison to prepare work for professional review.
CORE TOPICS
- Invoices, statements and ledger records
- Field extraction and validation
- Matching, exception and duplicate checks
- Reconciliation notes and supporting evidence
GUIDED PRACTICE
Prepare a supervised reconciliation workflow and investigate unmatched records.
MODULE DELIVERABLE
Reconciliation and exception workbook
Excel analysis and management reporting
Build checked measures and reporting packs from finance data.
CORE TOPICS
- Advanced formulas and Power Query
- Pivots, variance and ratio analysis
- Cash, cost and profitability measures
- AI-assisted commentary with source checks
GUIDED PRACTICE
Create a monthly finance report with verified calculations and variance explanations.
MODULE DELIVERABLE
Management finance reporting pack
Audit, policy and document review
Organise evidence and review lengthy material without treating AI output as professional sign-off.
CORE TOPICS
- Audit request and evidence lists
- Contract and policy comparison
- Control descriptions and exception logs
- Citations, working papers and review records
GUIDED PRACTICE
Analyse a controlled document set and prepare an evidence-linked audit support file.
MODULE DELIVERABLE
Audit preparation dossier
Forecasting and finance capstone
Create a decision model that states assumptions, uncertainty and review requirements.
CORE TOPICS
- Budget and rolling forecast models
- Scenario and sensitivity analysis
- Power BI or Excel dashboards
- Presentation, governance and update cycle
GUIDED PRACTICE
Present a finance decision dashboard with forecast assumptions and professional review notes.
MODULE DELIVERABLE
AI finance and accounting capstone
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
Guided practice brief
Plan, produce, test and present a finished piece with trainer feedback.
Individual application
Plan, produce, test and present a finished piece with trainer feedback.
Workflow build
Plan, produce, test and present a finished piece with trainer feedback.
Industry-style assignment
Plan, produce, test and present a finished piece with trainer feedback.
Quality review
Plan, produce, test and present a finished piece with trainer feedback.
Final capstone
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
ExcelPower BIChatGPTCopilot
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 included?
Yes. Formulas, Power Query, pivots and reporting form a large part of practical work.
＋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?
Yes. Course completion requires attendance, assignments and the final project.
＋Can working professionals join?
Yes. Weekday, weekend and selected fast-track schedules are available.
＋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.