Course · AI for Finance & Accounting

AI Training for Finance Teams (AI for Finance & Accounting)

Finance teams are the most wary of AI, and with good reason. This course splits the work into three groups: start now, start once conditions are met, and not yet. Then it practises on the team's real files, with the data masked.

Level
Intermediate
Length
1 day
Hours
09:00–16:00
Tools
Claude · Microsoft Copilot · ChatGPT · Gemini
Format
Onsite or online, hands-on

This course runs in-house at your organisation, taught in English or Thai, with cases and exercises rebuilt from the work of the department taking it.

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What you will be able to do

  • Draft report commentary and variance analysis from figures that are already closed
  • Summarise contracts, terms and new standards down to the points that affect the team
  • Ask questions of data tables, and have AI help build formulas you can still read
  • Mask business-partner and account details before they go into any tool
  • Apply the rule “numbers come from the system; the words come from AI” to the monthly routine

One-day schedule

09:00–16:00 · topics, cases and exercises can be adapted to your organisation’s work

  1. 09:00–10:30

    Three groups of finance work for AI, and the data rules

    • Work to start now, work to start once conditions are met, and work not to start yet
    • The rule “numbers come from the system; the words come from AI”
    • Masking business-partner and account details before they go into any tool

    ActivitySort the team's monthly work into the three groups

  2. 10:30–10:45

    Break

  3. 10:45–12:00

    Documents and report commentary

    • Drafting report commentary and variance analysis from figures that are already closed
    • Summarising contracts, terms and new standards down to the points that affect the team
    • Catching AI inventing numbers, and seeing it with your own eyes

    ActivityDraft a variance explanation from sample financial statements, with the data masked

  4. 12:00–13:00

    Lunch

  5. 13:00–14:30

    Tables and formulas

    • Asking questions of data tables in plain language
    • Having AI help build formulas, and reading them before you use them
    • Basic checks and reconciliation

    ActivityBuild and check the formulas for a sample reconciliation table

  6. 14:30–14:45

    Break

  7. 14:45–16:00

    Automating the monthly routine, and a plan for the next period

    • Automating the compilation of monthly reports
    • The points where a person must check before a report goes out
    • A plan to start in the next period

    ActivityPlan how the team starts in its next period

Frequently asked questions

How can we be sure AI does not make up numbers?
By never making AI the source of the numbers in the first place. The numbers come from the accounting system, and AI arranges and formats them. The course also practises catching AI inventing numbers, so the team sees it with their own eyes.

Contact

Talk to us about training your team

Send a rough brief — how many people, which functions, and what they should be able to do afterwards — and we reply with a format and a quotation. We correspond in English or Thai; quotations and documents are issued by Trainiac Co., Ltd. for your procurement process.

Email
hello@trainiac.ai
Phone
061-894-0404
LINE Official Account
@trainiac
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