AI for Financial Reporting & Month-End Close

91 estudiantes

10Lecciones

IntermediateNivel

3hDuración

GratisCertificado

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.

Contenido del Curso

4 módulos • 10 lecciones

1

Module 1: Foundations for AI in the Close

2 lecciones

The AI-Augmented Close: Tools and Ground Rules for 2026

Preparing Close Data Safely: Redaction, Anonymization, and Tenant Rules

2

Module 2: Reconciliations and Ledger Hygiene

3 lecciones

AI-Assisted Bank and Account Reconciliations

Ledger Anomaly Detection: Finding Errors Before Auditors Do

Automating Accruals and Cut-Off Checks with AI

3

Module 3: Analysis, Commentary, and Board Reporting

2 lecciones

Flux and Variance Analysis with AI

Drafting Board-Pack Narratives and Management Commentary

4

Module 4: Audit, Regulatory Reporting, and Workflow

3 lecciones

Audit Trail, PBC Lists, and Walkthrough Prep with AI

Drafting Regulatory Reports: 10-Q, MD&A, and UK Statutory Disclosures

Building Your AI-Augmented Close Workflow and Controls

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