A task-specific course for US and UK finance professionals. Learn to use ChatGPT, Claude, and Microsoft 365 Copilot to speed up variance commentary, flux analysis, accruals, reconciliations, board packs, regulatory drafting, and ledger anomaly detection during month-end close. Built for controllers, FP&A managers, and finance managers. No coding required.
Month-end close is one of the most time-pressured periods in any finance team's calendar, and AI tools like ChatGPT, Claude, and Microsoft 365 Copilot are changing how controllers and FP&A managers work through it. This free course is built specifically for finance professionals in US and UK roles who want to apply AI to the real tasks that define the close: bank and account reconciliations, accruals and cut-off checks, ledger anomaly detection, flux analysis, variance commentary, and board-pack narratives. No coding background is required, and every technique is grounded in the actual tools your organisation likely already has.
The course moves through four focused modules. You start with safe data-handling ground rules, including how to redact or anonymise sensitive figures before passing them to any AI model. From there, you work through reconciliation workflows and ledger hygiene, then into the analysis and commentary layer where AI can draft board-pack narratives and management commentary in a fraction of the usual time. The final module covers audit trail preparation, drafting regulatory disclosures such as 10-Q filings, MD&A sections, and UK statutory notes, and building a repeatable AI-augmented close workflow with the right controls.
The course is completely free to take at your own pace. Finishing all four modules and passing the final exam earns a certificate of completion you can add to your LinkedIn profile or resume. Whether you work as a controller, finance manager, or FP&A lead, this course gives you a practical, task-by-task playbook for using AI to close faster and with greater confidence.
4 modules • 10 lessons
The course covers the core month-end close workflow: bank and account reconciliations, ledger anomaly detection, accruals and cut-off checks, flux and variance analysis, board-pack narrative writing, audit trail preparation, and drafting regulatory reports including 10-Q filings, MD&A, and UK statutory disclosures. Every lesson maps to a real task finance professionals handle during the close.
Yes, the course is completely free. Once you complete all four modules and pass the final exam, you receive a certificate of completion that you can share on LinkedIn or include on a resume.
The course covers ChatGPT, Claude, and Microsoft 365 Copilot, focusing on how each applies to specific close tasks. No prior experience with AI tools is required, and no coding is involved. The opening module also covers how to handle sensitive financial data safely before using any of these tools.
Yes, it is built specifically for controllers, FP&A managers, and finance managers in US and UK environments. The tasks, terminology, and example outputs throughout the course reflect the real deliverables those roles are responsible for at month-end.
You should be comfortable with standard month-end close tasks such as reconciliations, variance analysis, and management reporting. The course is intermediate level, meaning it assumes you understand the finance concepts and focuses on teaching you how to apply AI to them rather than explaining the underlying accounting.
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