Module 1: Use of AI Tools in Finance
This module introduces participants to the fundamentals of artificial intelligence and its application in the financial sector. It explores the role and significance of AI in modern financial processes, including its use cases, potential risks, challenges, and regulations. Additionally, participants will learn how to create effective prompts for interacting with AI tools, which is essential for their successful implementation.
Module 2: Efficient Use of Copilot and ChatGPT in Financial Recordkeeping and Verification
In this module, participants will gain practical skills in managing financial data and monitoring compliance of internal procedures with financial documents using Copilot and ChatGPT. It will demonstrate how AI can assist in checking and validating financial data contained in final accounts (income statement, balance sheet, fiscal accounts, invoices, etc.), with the goal of increasing accuracy and efficiency in daily operations.
Module 3: Analysis, Forecasting, and Strategic Decision-Making with Copilot and ChatGPT
This module focuses on using AI tools for business analysis and strategic financial decision-making. Participants will learn how to define and calculate key KPIs (efficiency, effectiveness, workload), analyze key financial documents (income statement, balance sheet, trial balance, human resource utilization analysis (billability)), monitor budget and productivity, and create professional reports and tables in Excel and PowerPoint.
Module 4: AI Agents in Copilot
The final module centers on AI agents and their application in business environments. It explains how AI agents function, how they contribute to increased efficiency and productivity, and explores their transformative impact on modern business processes. Participants will gain insight into practical agent creation using Copilot Studio.