Generative AI tools in finance

Artificial Intelligence is reshaping the finance and accounting profession - but it’s not about replacement. It’s about evolution. Generative AI excels at automating routine, data‑heavy tasks, freeing finance professionals to focus on higher‑value work such as analysis, forecasting and strategic decision making.

This course explores how generative AI tools are already embedded in familiar platforms including Excel and Power BI, and how Microsoft Copilot (powered by generative AI technology) can be used responsibly and effectively in finance roles. With a strong focus on practical application, you’ll learn how to work with AI to improve efficiency, accuracy and business insight.

Education is critical to keeping skills current - and this course equips you with the confidence and capability to use today’s AI tools thoughtfully and productively.

By the end of this course, you will be able to:

• Understand how generative AI is transforming finance and accounting roles
• Identify AI‑driven automation already available in Excel and Power BI
• Use Microsoft Copilot to support analysis, reporting and data insights
• Clean, analyse and interpret large datasets more efficiently
• Apply AI tools to improve forecasting and decision support
• Use AI responsibly, understanding its limitations and risks

Benefits:

• Boost productivity by automating routine finance tasks
• Free up time for higher‑value forecasting and strategic work
• Build confidence using generative AI tools in your current role
• Improve data quality, analysis and insight generation
• Stay relevant as finance roles continue to evolve
• Gain practical, immediately applicable skills using familiar software