Ai In Action: Transforming Financial Operations

Explore the impact of AI on financial operations to enhance efficiency, accuracy, and data-driven decision-making.

What you'll learn

Explain the evolution and impact of AI in finance.

Set up accounts and entities in Syft Analytics.

Design financial statements using Syft Analytics.

Create polished proposals and presentations using Tome.

Simplify accounting processes with SaasAnt Transactions.

Utilize AI for advanced spreadsheet functions and problem-solving.

Requirements

Basic knowledge of accounting principles is beneficial.

A basic understanding of artificial intelligence is beneficial.

Description

**This course includes downloadable course instructor files to follow along.**In "AI In Action: Transforming Financial Operations," you will explore how artificial intelligence revolutionizes the financial sector. You will learn about the evolution of AI in finance and its impact on efficiency and decision-making.This course will guide you through setting up accounts and entities in Syft Analytics, understanding financial reporting and analysis, and drafting professional proposals and presentations using Tome. You will simplify accounting with SaasAnt Transactions and link them with QuickBooks Online (QBO).Additionally, you will go beyond ChatGPT, exploring advanced tools like Bard, Cohere, and Dall-E for financial computations, analysis, and image creation. You will also learn to use Finchat for investor analysis and empower your financial future. You will gain proficiency in writing complex spreadsheet functions and using AI for problem-solving in spreadsheets.By the end of this course, you will be equipped with practical skills to transform financial operations using AI. This course will give you a comprehensive understanding of AI tools and their applications in finance. You will enhance your ability to analyze financial data, create compelling presentations, and streamline accounting processes. These skills are essential for anyone looking to advance in the finance industry, making you more efficient and effective in your role.In this course, you will be able to:Explain the evolution and impact of AI in finance.Set up accounts and entities in Syft Analytics.Design financial statements using Syft Analytics.Create polished proposals and presentations using Tome.Simplify accounting processes with SaasAnt Transactions.Utilize AI for advanced spreadsheet functions and problem-solving.This course includes:2 hours of video tutorials22 individual video lecturesCourse files to follow alongCertificate of completion

Overview

Section 1: Introduction to the Course

Lecture 1 The Evolution of AI in Finance

Lecture 2 WATCH ME: Essential Information for a Successful Training Experience

Lecture 3 DOWNLOAD ME: Course Instructor Files

Lecture 4 Impact of AI on Financial Efficiency and Decision-making

Section 2: Setting up an Account and Entity in Syft Analytics

Lecture 5 Getting Started with Syft Analytics

Lecture 6 Mastering Account Setup

Lecture 7 Setting up an Entity in Syft

Lecture 8 Designing your Financial Statements

Section 3: Financial Reporting and Analysis using Syft Analytics

Lecture 9 Financial Analysis Techniques in Syft

Lecture 10 Financial Reporting in Syft

Section 4: Drafting Polished Proposals and Presentations using Tome

Lecture 11 Drafting Polished Proposals and Presentations Using Tome

Lecture 12 Crafting Pitchdesks, Forecasts & Proposals Using Tome

Section 5: Simplifying Accounting with SaasAnt Transactions

Lecture 13 Account Creation in SaasAnt and Linking with QBO

Section 6: Going Beyond ChatGPT; Bard, Cohere, Dall e, QWEN, Cohere

Lecture 14 Exploring Tools Beyond ChatGPT

Lecture 15 Financial Computations with Bard

Lecture 16 Financial Analysis with Cohere

Lecture 17 Empowering Your Financial Future: From Vision to Reality

Lecture 18 Creating Images Using AI

Lecture 19 Investor Analysis Solution Using Finchat (Part 1 of 2)

Lecture 20 Investor Analysis Solution Using Finchat (Part 2 of 2)

Section 7: Spreadsheets & AI

Lecture 21 Writing Complex Spreadsheet Functions with AI

Lecture 22 Using AI for Spreadsheet Function Support

Lecture 23 Problem Solving with Advanced AI Tools

Section 8: Conclusion

Lecture 24 Conclusion

Professionals seeking to improve their efficiency and decision-making through the integration of AI tools in financial analysis and reporting.,Individuals who wish to simplify accounting processes.,Those who want to stay updated with the latest AI tools and techniques.,Business and financial consultants.