Use Of Artificial Intelligence (Ai) And Gpt For Finance Pros

We cover essentials of using AI for finance, It will keep growing as we experiment new use cases and tools.

What you'll learn

Define AI and its use cases

Use AI enables platforms for finance tasks

Analyse profit and loss statements

use AI to create your own Chatbot to answer questions on policies

Create accounting policies and SOPs

Requirements

No Coding required

Basic understanding of finance will be benefitcial

Description

This course is designed to provide CPAs and finance professionals with the knowledge and skills to effectively leverage ChatGPT in their day-to-day work. Participants will learn how to utilize ChatGPT and other AI tools to enhance - financial analysis - We will conduct financial analysis of listed companies as well as internal data given in excel. We will use free version as well as additional tool, Bing and finally GPT 4. All these models have different capabilities and you will be able to see that. - automate tasks, - We will showcase some simple use case to automate day to task for accountants. - Data Analysis - We perform a simple data analysis and chart creation sample for given data. - Create accounting guides, review internal controls - We created a sample chatbot answering accounting questions, reviewed internal control sample and also created SOP for address the issues highlighted in internal control system Learning Objectives:Understand the potential of ChatGPT and AI tools in the finance industryLearn practical applications for financial analysis, task automation, data analysis, and creating accounting guidesEnhance efficiency and accuracy in finance-related tasks through ChatGPTGain insights into leveraging AI for reviewing internal controlsThe course is designed to give you overall idea of how AI can be used with some sample usecases, Prompts that can be used.We are continually upgrading the course to include new material in the course and you will gain access to all latest use cases on weekly basis.

Overview

Section 1: Introduction and Setup of environment for using AI (GPT)

Lecture 1 Introduction to AI and History, Best Practices for Prompting with AI tools

Lecture 2 Setup of Environment, Signing in and testing first use case for GPT

Lecture 3 Other Models Introduction and continue with our First Use case

Section 2: Specific Use cases for finance professionals for Chat GPT and AI Enabled tools

Lecture 4 Introducing ChatPDF and analysing financial statement with it

Lecture 5 Creating Accounting Standards Policy Guidelines and sugguesting entries

Lecture 6 Creating your own chatbot to let accounting staff on accounting policies

Lecture 7 Analysing Listed companies financials and Compare results among different tools

Lecture 8 Creating Internal controls, SOP and writting email responses

Financial professionals,Accounting Professionals