Skip to main content
by learnformula
search
For Business
Team license & compliance management
For Higher Education
Academic partnerships
For Government Agencies
Government training solutions
For Instructors & Course Creators
Teach on our marketplace
Become a Sponsor
Reach professionals where they learn
Log inStart 7-Day Free TrialStart Free TrialStart Free Trial
search
  1. Courses
  2. /Accounting & Tax
  3. /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_premiumBest Instructor
BeginnerUpdated Jul 19, 2025

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.

Course Content

7 activities • 9 videos • duration: 1h 13m

remove
Section 1: Course Introduction1 videos • 3 min
  • videocamCourse Introduction
    Duration 3:02
add
Section 2: Navigating Accounting Records with AI2 videos • 20 min
add
Section 3: Reconciling Data with AI's Object Character Recognition (OCR)1 videos • 10 min
add
Section 4: AI-Powered Fraud Detection2 videos • 14 min
add
Section 5: AI-enabled Risk Analysis2 videos • 21 min
add
Section 6: Conclusion1 videos • 3 min
add
Final Assessment1 quiz

Your Instructor

Simon Sez IT

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

menu_book151 courses
star9,304 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

Is this course eligible for my CPD requirements as a Canadian CPA?

Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.

Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.

What Students Are Saying

4.8 out of 5
Student's Choice
111 reviews
  • HB
    Heidi B.
    starstarstarstarstar

    It gave me an inside of what AI can do

  • DK
    Dan K.
    starstarstarstarstar

    It was interesting to know about CHat GPT and Pilot in Excel

  • GT
    GEORGE T.
    starstarstarstarstar

    Great examples of how to use natural Language to create "prompts" via Chat GPT and/or COPILIT to ensure it retrieves relevant data for analyzing.

  • BZ
    Bixi Z.
    starstarstarstarstar

    very informative and solid course! I love it! If it can share the course note in PDF, it would be better!

Frequently Asked Questions

We are a registered provider with 300+ associations and regulatory bodies worldwide. We operate across 27 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.

You May Also Like

  • Ethics: Business Ethics

    2026 Ethics and Corporate Compliance

    starRated5.0out of 5,(556 reviews)
    2 CPD hrs
  • Finance: Budgeting & Financial Forecasting

    Critical Skills for CFOs & Controllers: Budgeting & Forecasting Strategies for Today’s World

    starRated5.0out of 5,(113 reviews)
    2.5 CPD hrs
  • Accounting & Tax: Technology for Accountants

    Claude Fundamentals for Accountants (2026 Update)

    starRated5.0out of 5,(646 reviews)
    2.5 CPD hrs