Generative AI for Accounts & Finance Professionals
DURATION
1 day
PRICE (EXCL. GST)
$795
LOCATIONS/DELIVERY METHOD
On demand
EXAM
No exam
A practical, hands-on course to transform productivity across finance operations
This highly practical course equips Accounts and Finance professionals with the skills to use Generative AI and AI agents to automate routine tasks, improve accuracy, accelerate reporting, and enhance decision-making. Participants will work directly with AI tools to streamline financial workflows, produce insights faster, and reduce month-end pressure across their teams.
Objectives
By the end of the course, participants will be able to:
- Use AI tools to automate recurring finance tasks (AP, AR, reconciliations, month-end prep).
- Identify which workflows are best suited for AI-driven optimisation.
- Apply prompt engineering techniques specific to finance artefacts.
- Generate reports, commentary, insights, and dashboards using GenAI.
- Use AI agents to monitor compliance, controls, and exceptions.
- Understand risks: data privacy, security, ethics, and financial accuracy.
Key topics
- What is Generative AI? (finance lens)
- Benefits and limitations of AI in financial operations
- Data security, financial accuracy, IP, and ethical considerations
- Foundations of prompt engineering for finance workflows
- Iterative refinement using prompt logs and feedback
- Hands-on exercises across AP, AR, reporting, and compliance
- Designing an AI-ready finance process
- Building workflows with common AI tools (ChatGPT, Excel, Power Automate, ERP add-ons, etc.)
The course directly helps learners tackle the top challenges in finance roles:
Manual Data Entry & Reconciliation
- AI invoice processing
- Automated 3-way matching
- Exception management
- Bank and ledger reconciliations with AI
Slow Month-End Closing Cycles
- Daily “pre-close” checking powered by AI
- Automated accrual suggestions
- Close checklist automation
- AI-generated supporting schedules
Reporting, Forecasting & Data Fragmentation
- AI-powered reporting and commentary
- Variance explanation generation
- Cashflow and budgeting forecasts using ML
- Data extraction and transformation with AI tools
Compliance, Audit & Risk Management
- Automated audit trail creation
- AI anomaly detection
- Policy and control monitoring
- Ethics and accuracy considerations
High Volume of Low-Value Queries
- AI finance helpdesk (Teams or Slack)
- Self-service status updates
- AI-guided processes (how-to, templates, steps)
Practical Hands-On Activities
Participants will complete realistic exercises such as:
- Drafting an AI-generated AP ageing report with insights
- Using AI to analyse variances and generate commentary
- Rebuilding a month-end workflow with AI automations
- Creating an AI agent to answer common finance queries
- Generating audit-ready documentation packs
- Designing prompts for data cleaning and reconciliation
This course is delivered live by one of our certified facilitators using a highly practical, structured format.
Participants will:
- Experiment with prompts and refine outputs iteratively
- Share insights and approaches
- Build a personal AI prompt log
Courses can be delivered:
- Face-to-face
- Virtually
- Customised for in-house HR teams
Virtual training: Learn more about our virtual delivery.
This course does not have an exam.
On completion of this course, you will be awarded with a PM-Partners digital badge. These are widely accepted by leading organisations as recognition of specialist training and often shared on social media.
On the last day of training, you will be provided with a Digital Credential via the Credly Acclaim platform. This badge can be added directly to your LinkedIn profile and/or shared to your newsfeed, or other professional profile, to share your achievement with your network.
Development units
Participants who have been awarded the Project Management Professional (PMP)® credential by the Project Management Institute (PMI)® are eligible to earn 7 PDUs for their participation in this course (5 Ways of Working, 2 Business Acumen).
Participants holding any of the Project Management accreditations (CPPP/ CPPM/ CPPD) are eligible to earn 14 CPDs for this short course.
PMI and Project Management Professional (PMP) are registered marks of the Project Management Institute, Inc.
Participants should:
- A basic understanding of accounting processes and financial systems.
BYOD REQUIREMENTS
This is an immersive, hands-on course. Participants must bring their preferred device equipped with a GenAI model that supports unlimited prompt entries (e.g., enterprise Copilot, ChatGPT, Gemini).
WHERE IS THE TRAINING VENUE LOCATED?
Sydney courses are held at 45 Clarence Street, Sydney.
Melbourne courses are held at 34 Queen Street, Melbourne.
Brisbane courses are held at 215 Adelaide Street, Brisbane.
I REQUIRE AN INVOICE BEFORE PAYMENT IS PROCESSED – CAN I STILL BOOK THIS COURSE ONLINE?
Yes. Simply select ‘invoice’ from the payment options during the checkout process and one of our consultants will be in contact to organise payment.
IS THIS A CERTIFIED COURSE?
No. There are no certifications or exams undertaken in this course. However, you do receive a Completion Certificate from PM-Partners group. Participants will also receive a digital badge.
CAN I BUY THIS COURSE AS PART OF A PACKAGE?
Yes. This course forms part of the Project Management Professional Development Program.
Our website offers three payment options for training courses. When you select "BOOK NOW" you will be taken to the checkout. Step two: "Billing Details" is where you can select from the three payment options:
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- Bank Transfer: We cannot guarantee your registration(s) until your payment is cleared (bank transfers take 3 days to process). Instructions for payment by bank transfer will be provided at the end of the order process.
- Invoice: An invoice will be sent to you after you complete the booking. Payment is required 14 days before the course start date. If you're buying within 14 days, you need to arrange payment ASAP with a minimum of 72 hours before course start date.
Who should attend?
- Accounts Payable / Accounts Receivable Officers
- Finance Analysts
- Management Accountants
- Financial Controllers
- Payroll Officers
- CFO support teams
- Anyone involved in financial reporting, reconciliation, or compliance
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