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Finance
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Maven

AI Use Cases for Finance Professionals

  • up to 4 weeks
  • Intermediate

This course will teach you about AI tech use cases for the Finance domain, from bookkeeping, analysis, planning, modeling to management. You will become 10x more productive and efficient, focusing on what is most important for your business.

  • AI tools
  • Bookkeeping
  • Data analysis
  • Financial modeling
  • Business planning

Overview

In this course, you will learn to curate an AI toolkit designed for your goals, craft effective prompts for AI models, create customized models for unique needs, analyze financial statements and big data, manage your finance team effectively, and create strategic plans through market research and analysis. The course includes interactive live sessions, lifetime access to course materials, 15 in-depth lessons, direct access to the instructor, 7 projects to apply learnings, guided feedback, and a private community of peers.

  • Web Streamline Icon: https://streamlinehq.com
    Online
    course location
  • Layers 1 Streamline Icon: https://streamlinehq.com
    English
    course language
  • Part-time
    course format
  • Live classes
    delivered online

Who is this course for?

Startup Founder

In charge of finances to analyze and make plans.

Finance Professional

Working in small or large teams responsible for providing leadership support but stuck in volume of tasks.

Financial Professional

Seeking to grow as a leader by doing more and being more effective in work.

CEO / CXO

Looking to support their finance team with leadership but unable to find the time.

This course will make you 10x more productive and efficient by teaching you how to use AI tools for various finance tasks. It covers key topics like AI tools, bookkeeping, data analysis, financial modeling, and business planning. Ideal for finance professionals, startup founders, and CEOs looking to enhance their skills and manage their teams effectively.

Pre-Requisites

1 / 3

  • Basic understanding of finance and accounting principles

  • Familiarity with financial statements and data analysis

  • Interest in learning about AI applications in finance

What will you learn?

Getting Started with AI Tools
Get comfortable with AI tools and terminologies and explore how it will help you.
Bookkeeping and Accounting Aspects
Learn about AI applications in bookkeeping and accounting.
Finance and Data Analysis
Explore AI tools for finance and data analysis.
Financial Modelling and Business Plans
Understand how to use AI for financial modeling and creating business plans.
Capstone Project
Apply your learnings in a comprehensive project.
Management Functions and Productivity
Learn to manage your finance team effectively using AI tools.

Meet your instructor

  • Manish Gupta

    Instructor, Hotel company

    CFO with 15 years of experience. Taught over 1000 learners. Passionate about teaching and coaching on AI, finance, and hospitality.

Upcoming cohorts

  • Dates

    start now

$499