AI Productivity & Digital Efficiency for Finance Professionals

AI Productivity & Digital Efficiency
for Finance Professionals – 8‑Week Live Class

No Coding Required – Practical AI for Finance Professional.
8‑Week Weekend Program | Live Online Instructor‑Led Class
₹14,950

Saturday Only (2PM – 4PM)
Live Online + Recordings
Course Coordinator: +91-9330925622

Finance and accounting professionals are increasingly required to leverage AI. This intensive 8‑week program is designed for finance teams, accountants, analysts, and CFOs who want to master AI tools without any coding. You will learn how to automate reconciliations, generate financial insights, forecast trends, and create intelligent reports using ChatGPT, Excel AI, Power BI, and no‑code automation – all in real‑world finance scenarios.

Enroll in AI Finance Course Kolkata

Who Should Attend

  • Accountants, auditors, and finance controllers
  • Financial analysts & FP&A professionals
  • Tax consultants and compliance officers
  • Banking & investment professionals
  • Small business owners / CFOs
  • Commerce and finance students (B.Com/M.Com/MBA)

Basic Excel familiarity recommended, zero coding needed.

What You Will Learn

  • ✔ Automate financial reconciliations & invoice processing
  • ✔ Generate accurate variance analysis & commentary with ChatGPT
  • ✔ Use Excel AI (Forecast Sheet, Analyze Data) for budgeting
  • ✔ Build interactive dashboards with Power BI AI visuals
  • ✔ Create AI-driven cash flow forecasts and risk reports
  • ✔ Automate repetitive finance workflows (Zapier, no-code)
  • ✔ Prepare AI-powered memos, board summaries, and investment notes

Why This Course

  • Finance-focused – every tool used for real accounting/finance outcomes
  • No coding, 100% applied learning
  • Capstone: AI-Enhanced Finance Dashboard & Workflow
  • Certificate for CV & LinkedIn

Certification

AI for Finance Professional Certificate from AEM Institute + verified badge.

Bonus Resources

  • Finance Prompt Library (100+ prompts)
  • Excel AI Templates for P&L, Forecasting
  • Automation Blueprint for Month-End Close
  • Lifetime access to class recordings & updates
Start DateTimingDurationAction
6th june 2026Saturday
2PM – 4PM
8 WeeksNew Batch
Enroll
4th july 2026Saturday
12PM – 2PM
8 WeeksLimited Seats
Enroll
8th August 2026Saturday
2PM – 4PM
8 WeeksEarly Bird
Enroll

Program Fee

₹14,950/-

8 Weeks Live Instruction

Finance Templates & Datasets

Capstone Project Review

Lifetime Access

Early Bird: ₹12,950 till May 20, 2026

Enroll Now

AI Tools for Finance You’ll Master

ChatGPT (Finance)
Analysis & Commentary
Excel AI
Forecast, Ideas
Power BI AI
Visual Insights
Copilot for Finance
MS 365
Zapier
Automation
Zoho Analytics AI
Reporting
Gemini
Research
Grammarly
Finance Writing
Sarvam AI
Sovereign LLM
CoRover.ai
BharatGPT

Made in India AI Tools for Finance

India is rapidly emerging as a global AI hub, and this course includes dedicated modules on homegrown AI platforms that are transforming the BFSI landscape. You'll learn to leverage:

  • Sarvam AI – India's own sovereign LLM trained on 22 local languages, specifically optimized for financial documents and regional data.
  • CoRover.ai (BharatGPT) – The world's first human-centric conversational AI platform, enabling voice-based payments and banking interactions in over 100 Indian languages.
  • Sesame LLM (by Setu & Sarvam AI) – India's first BFSI-specific Large Language Model for credit underwriting, fraud detection, and loan monitoring.
  • iTuring.ai – A zero-code AI/ML platform helping BFSI enterprises automate data science workflows, customer acquisition, and risk management.
  • Zentis AI – A BFSI-native agentic automation platform with ready-made workflows for banks and insurers, achieving 83% POC-to-paid conversion.

These tools are designed specifically for Indian financial regulations, GST compliance, and local language needs – giving you a unique edge.

Live Case Studies Industry Projects Mock Audit with AI Resume Review

Program Structure – 8 Weeks (Every Saturday, 2 PM – 4 PM)

Tools: ChatGPT, Gemini, Copilot.
Practical: Set up AI accounts, compare outputs on finance tasks (P&L summarization, KPI definitions). Create a personal AI finance assistant plan. Outcome: Understand how AI augments finance roles.
Tools: ChatGPT, advanced prompting.
Practical: Build prompts for variance analysis, financial commentary, ratio calculations. Extract structured insights from annual reports. Outcome: Generate clear financial narratives in seconds.
Tools: Excel AI (Analyze Data, Forecast Sheet, Ideas).
Practical: Load sales & expense data, use AI to detect anomalies, create forecast models, generate automated trend charts. Outcome: AI-powered financial models ready for management.
Tools: Power BI, AI visuals, Q&A, decomposition tree.
Practical: Build an interactive finance dashboard: revenue breakdown, cash flow KPIs, AI-driven commentary. Outcome: Real-time financial dashboard with AI insights.
Tools: Zapier, Make, ChatGPT webhooks.
Practical: Create automation to reconcile bank statements, trigger email alerts for budget thresholds, auto‑categorize expenses. Outcome: Save 5+ hours per month on manual tasks.
Tools: Sarvam AI, CoRover.ai (BharatGPT), Sesame LLM, iTuring.ai.
Practical: Hands-on with India's homegrown LLMs for financial documents, multi-language banking queries, and compliance workflows. Outcome: Be proficient in leveraging indigenous AI platforms that are revolutionizing India's BFSI sector.
Tools: Excel AI, Power BI, ChatGPT plug‑ins.
Practical: Build multi-scenario forecasts (optimistic/pessimistic), use AI to generate driver-based commentary, create an executive summary. Outcome: Advanced forecasting presentation.
Final Project: Deliver a complete AI Finance Portfolio including: (1) AI-generated financial analysis report, (2) Excel AI forecast model, (3) Power BI interactive dashboard, (4) Automated reconciliation workflow. Present to peers and receive certification. Outcome: Tangible proof of AI finance skills for job interviews/promotions.

Career Impact

  • Add "AI for Finance" as a core competency on CV
  • Stand out for roles like Financial Analyst, FP&A Manager, Controller
  • Boost efficiency, reduce manual work, increase strategic contribution
  • Interview prep with AI case studies

Program Format

  • Live online Saturday classes (2 PM – 4 PM)
  • Hands-on finance datasets & case studies
  • Peer learning & WhatsApp group
  • Personalised instructor feedback
Finance professionals with AI skills see 20-35% salary uplift – equip yourself now.

Success Stories – AI in Finance

Our alumni now lead AI transformation in top firms

"After completing the AI for Finance course, I automated our monthly close process using Excel AI & Zapier — saving 15 hours per month. Got promoted to Senior Finance Manager."

R. Banerjee, Kolkata, FP&A Lead

"The Power BI AI module helped me create interactive dashboards that impressed our CFO. Now I’m leading the firm's finance AI adoption team."

S. Agarwal, Chartered Accountant

"I transitioned from a tax role into a Business Analytics role within 3 months of finishing the course. The capstone project was the highlight."

P. Das, Finance Analyst, MNC

Future‑proof Your Finance Career with AI

Limited batches starting June 2026. Register today!

WhatsApp for Admission

Call: +91-9330925622 | Email: contact@aemonline.net