AI for Finance Professionals
The core AI skills, tools, and workflows every finance team needs. Practical demos across reporting, analysis, MIS, modelling, audit, tax, and automation.
Designed for finance professionals, not engineers
The live demos use Claude and Codex, but the concepts apply across ChatGPT, Copilot, Gemini, NotebookLM, Vidur AI, and internal enterprise AI systems. You will leave knowing exactly which tool to use, for which task, and how to make the output reliable.
Is This You?
AI is already in your industry. The gap is knowing how to use it well in finance.
You use ChatGPT occasionally but don't know how to apply it to real finance work.
Your team is asking about AI. You don't have a clear answer on where to start.
You've tried AI tools but got vague, hallucinated, or unusable outputs for finance tasks.
You do MIS, reporting, or modelling manually every month and know there's a better way.
You're unsure which AI tool to use for which task, Claude vs Copilot vs Gemini.
You worry about data privacy, hallucinations, and whether AI outputs can be trusted.
What You Will Learn
11 modules built around real finance workflows, not generic AI theory.
Prompts, context, structured outputs, and review loops. File uploads, memory, projects, and custom instructions. How to avoid hallucinations and validate AI outputs.
What plugins, skills, connectors, and agents actually mean. How automations support recurring finance tasks. How to choose the right tool for each workflow.
Clean messy accounting exports and trial balance data. Convert raw data into formatted financial statements ready for reporting, audit, and review.
Analyze liquidity, profitability, solvency, and cash flow. Generate ratio commentary and red-flag observations with source-backed analysis.
Build monthly MIS workflows. Create budget vs actual variance analysis. Draft management commentary and CFO presentation slides.
Identify hardcoded numbers, broken formulas, and inconsistencies. Use AI to test and validate spreadsheet logic before it reaches a senior.
Build revenue, cost, working capital, and tax schedules. Create integrated forecasts and scenario analysis with AI-improved structure and assumptions.
GST reconciliation and mismatch analysis. ITR filing support, compliance trackers, and audit trails. Includes Vidur AI for no-hallucination guidance.
Analyze annual reports, concall transcripts, and filings. Benchmark competitors. Use NotebookLM and source-grounded workflows for reliable research.
Summarize and analyze finance, legal, and board documents. Extract clauses, obligations, and risks. Draft audit memos, board notes, and policy documents.
Build statement analyzers, Excel audit bots, and market trackers. Automate MIS, compliance reminders, and portfolio updates across AI platforms.
Walk Away Knowing Exactly How to Use AI at Work
Your Host
Guinness World Record Holder for World's Youngest Female CA. Former consultant at BCG and GIC Singapore. Educator to 1M+ across social media.
"The way the information is structured and delivered across both days was excellent. CODEX, Claude Skills, BOT, and the case studies were great hands-on material. Really helpful and informative."
"I now understand how to use different AI tools and in what ways. That clarity alone made the workshop worth it."
"The number of AI platforms covered and the depth of insight shared on each one was the highlight for me."
"The use cases of AI were practical and well-structured. Walked away knowing exactly where to apply these tools in real finance work."
"Session was quite insightful. Covering AI through the lens of audit and analytics with NotebookLM was especially useful."
"The various tools and platforms discussed were really helpful. Found easier ways to perform tasks that used to take a lot of time."
Start Using AI for Real Finance Work
Recorded live on June 13 and 14, 2026 · ~5 Hours · Self-paced