AI for Financial Reporting
Use AI to help deliver financial reporting where accuracy, professional judgement and accountability underpin every number.
I want to use AI effectively in my role
Learn how to use AI productively and responsibly in your day-to-day work.
Build the confidence to use AI for research, analysis and communication
Learn how to write effective prompts and review AI-generated outputs
Understand where AI can help and where human judgement is needed
I want to build AI-supported workflows
Move beyond individual tasks and learn how to build and test AI-supported workflows.
Connect tasks into structured, repeatable workflows
Explore process mapping, permissions and governance controls
Build and test AI-supported solutions while maintaining human oversight
Overview
Make every explanation stand up to the figures.
Financial reporting is about more than generating numbers. It's about understanding what sits behind them, explaining movements and turning technical requirements into information stakeholders can rely on. Our Foundational and Practitioner AI for Financial Reporting courses help you use AI to support reconciliations, research, disclosures and commentary, while keeping a clear connection to approved financial information. You'll build the skills needed to strengthen reporting processes, spot anomalies and develop clearer narratives without losing sight of the controls and human judgement that are key to effective reporting.
One professional pathway,
two ways to progress
Whether you’re new to the world of AI or already use it in your work, there’s a route for you. Both courses are delivered through live, instructor-led online sessions with a focus on real-world learning that you can put into practice from day one.
- Duration
10 hours of intensive learning over two days
- Study modes
Online - Live and instructor-led
- Cost
Courses are delivered in groups of minimum 15 learners.
Talk to our team to find the right option for you or your organisation.
Download factsheet
I want to use AI effectively in my role
You want to build the skills and confidence to get the most value from AI in your financial reporting work.
Learn how to:
Use AI across statements, reconciliations and disclosures
Support everyday reporting research, reconciliations and financial commentary
Confidently apply AI tools to reporting data, variances and analytics
Use AI responsibly by protecting financial information and validating outputs before they reach published statements
I want to build AI-supported workflows
You want to move beyond individual tasks and turn them into automated processes or workflows.
Learn how to:
Identify reporting processes where AI can add the greatest value and set human sign-off where needed
Build, test and monitor AI-supported workflows using approved documentation and templates
Design AI assistants and agents with appropriate controls and review points
Manage multi-agent systems while maintaining oversight and preventing errors from reaching later stages of the workflow
Book your place today
Equip yourself or your team with the skills to use AI safely, confidently and ethically in your role.
FAQs
If you can’t find the answer to a question, our helpful advisers will be happy to help.
Choose based on your experience of using AI and what you want to do with it. Foundational is for professionals who want to use AI more effectively in individual tasks. Practitioner is for those already comfortable using AI who want to connect tasks into workflows and test AI-supported processes.
Before the course, you'll complete an AI skills diagnostic to assess your current level of capability. Based on your answers, you'll receive guidance on the most suitable starting point. At the end of the course, you'll complete a second diagnostic to measure your progress and demonstrate the impact of your learning.