AI at Work · Advanced · W4
AI for Finance & Accounting
Analysis, forecasting, close, document processing and controls, hands-on
- Duration
- 2 days · 9:00–17:00 each day (13h contact, incl. breaks + lunch)
- Participant level
- Intermediate: regular AI users
- Format
- In-person workshop: hands-on with tools
- Participants
- 12 included · 20 maximum (flexible group size)
- Prerequisite
- W1 (or equivalent)
- Ecosystem
- Your existing tools: exercises and demos on your real stack
- Price
- EUR 7,000 (EUR 250 per extra participant)
- Discovery Session
- On request
Amounts in EUR, excl. VAT.
ai-generatedWhat participants will be able to do
- Automate financial reporting and reconciliation with AI
- Use AI for transaction anomaly detection and fraud flagging
- Build AI-assisted forecasting models
- Apply EU AI Act compliance rules to finance AI systems
Tools & resources
What changes after this module
Finance teams leave using AI for variance analysis, forecasting narratives, faster close, document extraction and audit-ready documentation, with three workflows and a clear line on what stays human.
Who should attend
Business teams. Intermediate: regular AI users.
Programme
This agenda is indicative. Content, sequencing, and examples are adapted to your team's context, tools, and objectives.
Before you start
- A laptop and access to an approved AI assistant
- A spreadsheet you know well, with anonymised actuals/budget
- Sample invoices or a report for the document exercises
- Access to your spreadsheet AI if available
- W1 or equivalent baseline
- Use anonymised, non-sensitive data throughout
| Day 1 | 9:00–10:30 | Analysis & variance: Decomposing budget-vs-actual and price/volume/mix, and spotting anomaliesThe number-integrity rule: every figure in the narrative comes from the model, never from the AI’s memory. Hands-onRun a variance analysis on a real (anonymised) dataset and generate the explanation narrative. |
| 10:30–10:45 · ☕ Coffee break | ||
| Day 1 | 10:45–12:30 | Forecasting & scenarios: Driver-based forecasts, scenario framing and management-ready narratives. Hands-onBuild a simple scenario model and write the management commentary from it. |
| 12:30–13:30 · 🍽 Lunch break | ||
| Day 1 | 13:30–15:30 | Document processing: Invoices, statements and contracts: extraction and matching. Hands-onExtract and structure data from a batch of sample documents and reconcile it against a schedule. |
| 15:30–15:45 · ☕ Coffee break | ||
| Day 1 | 15:45–17:00 | Day 1 wrap: Packaging the reporting flow. Hands-onTurn your analysis + narrative into a repeatable monthly-reporting checklist. |
| Day 2 | 9:00–10:30 | Faster close: Reconciliations, journal support and continuous-close thinking. Hands-onDraft reconciliation summaries and a close-status report from raw data. |
| 10:30–10:45 · ☕ Coffee break | ||
| Day 2 | 10:45–12:30 | Management reporting: Turning numbers into board-ready summaries and anticipated Q&A. Hands-onGenerate a board-pack summary from your Day-1 analysis and scenario, and pre-empt the five questions leadership will ask. |
| 12:30–13:30 · 🍽 Lunch break | ||
| Day 2 | 13:30–15:30 | Controls, audit & compliance: Audit trails, documentation and what AI must NOT decide. Hands-onBuild an audit-ready documentation trail for one AI-assisted process and mark the human sign-off points. |
| 15:30–15:45 · ☕ Coffee break | ||
| Day 2 | 15:45–17:00 | Measuring impact & wrap: Proving value and deploying. Hands-onDefine time-saved / accuracy metrics and finalise 3 workflows. |
Deliverables
- Variance-analysis + narrative workflow
- Scenario model template
- Document-extraction workflow
- Board-pack summary template
- Audit documentation trail
- Impact metric
Interested in running this module for your team? Get in touch and we'll tailor the format, dates, and delivery to your context.
Request this trainingYour trainer
Finance background; hands-on with AI in FP&A, reporting and close processes
Discovery Session
We also offer a Discovery Session: a 3-hour introduction to the core concepts. Given the breadth of this programme, we recommend the full training for the complete curriculum and extended practice.
3 hours · From €3,500 · Groups of 5 to 15 - On request
Request a Discovery SessionFrequent questions
Can modules be taken individually?
Yes. Every module stands alone at a fixed price, and every module counts toward a programme if you continue.
Where does training happen?
At your premises or remote, on your dates, for private cohorts. Open sessions run on a fixed monthly calendar.
Which AI tools do you train on?
Yours. Every module ships in four ecosystem editions and runs its exercises on your real stack.
Who delivers?
Inforca's senior consultants and trainers. Flagged modules and the executive track are delivered at senior-expert level.
Discuss this module in a First Call: fit, dates, and the path around it.
No commitment · our team responds within one business day