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Courses/Accounting & Tax/Technology for Accountants

AI for Accounting and Finance

Learn how AI tools can boost accounting, spotting risks, detecting fraud, and creating smart dashboards quickly.

Created bySimon Sez ITworkspace_premium
4.9
(104 reviews)
BeginnerUpdated Jul 19, 2025
AI for Accounting and Finance

What You'll Learn

check_circleUnderstand AI's transformative role in finance.
check_circleUtilize Excel's AI features for data analysis.
check_circleApply ChatGPT for efficient accounting tasks.
check_circleExtract data from documents using AI-OCR.
check_circleCreate AI-powered financial dashboards.
check_circleIdentify and quantify business risks with AI.

About This Course

AI for Accounting and Finance introduces you to smart tools reshaping the world of finance. You’ll explore how artificial intelligence is changing accounting, from analyzing large data sets quickly to building dashboards and spotting errors in seconds.

This practical, beginner-friendly guide shows you how AI can boost your productivity, improve accuracy, and help you stand out at work. You’ll learn to extract data from receipts and PDFs, create AI-powered visuals in Excel, and use tools like ChatGPT for smarter financial insights. The course also covers fraud detection, risk analysis, and using natural language to ask questions and get answers from your data.

By the end, you'll have hands-on skills to use AI tools in real-world accounting tasks. Whether you're reviewing transactions or supporting management with smarter reports, you’ll be ready to apply AI confidently and work more efficiently in today’s evolving finance world.

In this course, you’ll learn how to:

  • Use AI tools to quickly analyze large financial data sets.
  • Extract numbers and text from receipts and documents using OCR.
  • Create dashboards and charts in Excel using AI-powered features.
  • Write effective prompts for natural language queries in AI tools.
  • Detect unusual transactions and errors using AI for fraud detection.
  • Use ChatGPT to understand financial risks and business policies.
  • Convert handwritten financial data into editable digital content.
  • Build a basic risk register to help quantify and manage risks.

Your Instructor

Simon Sez IT
Simon Sez IT

Since 2008, we've taught 2 million learners in over 190 countries, with 200+ courses

menu_book147 courses
star8,850 reviews

Since its formation in 2008, Simon Sez IT has been educating learners with one goal in mind: to make business and technical software simple to learn. The company extensive library of over 10,000 videos across more than 200 courses delivers comprehensive training for the most popular software applications used by professionals worldwide. Courses include training in everyday IT applications, from Microsoft suite of office productivity tools to more niche applications such as QuickBooks, Power BI and many more. Aimed at every level of proficiency, Simon Sez IT courses are designed to give learners the ability to quickly evolve from beginner to advanced, or to drop in at their relevant level and acquire new skills to continue in their development path. Simon Sez IT subject matter experts bring knowledge and practical insights to video-based courses and practice exercises – all designed to help learners immediately apply new knowledge and master learning goals. More than two million learners have relied on Simon Sez IT for its quality and engaging coursework. Student feedback is consistently ranked among the best in the industry, with particular emphasis on the quality, detail and delivery of the course materials. Many indicate that upon completion of a course, they are more confident and proficient in their area of study, and their skills have helped them progress in their careers.

Credit Information

Do these courses count toward my professional development requirements?

This portal is provided as a training and development resource for City of Markham employees. Every course is delivered by a qualified subject matter expert or learning organization, is quantifiable in hours, and is verifiable — you receive a documented certificate of completion for every course you finish, stored on LearnFormula indefinitely.

If you hold a professional designation (for example in engineering, accounting, human resources, or law), courses may be counted as professionally relevant, verifiable learning activities toward your continuing professional development. Individual practitioners are responsible for confirming that an activity meets the requirements of their professional body. For questions about the City of Markham's training and development policies, please speak with your people leader or Human Resources.

What Students Are Saying

4.9
Student's Choice
104 reviews

Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.