Skip to main content
by learnformula
search
For Business
Team license & compliance management
For Higher Education
Academic partnerships
For Government Agencies
Government training solutions
For Instructors & Course Creators
Teach on our marketplace
Become a Sponsor
Reach professionals where they learn
Log inStart 7-Day Free TrialStart Free TrialStart Free Trial
search
  1. Courses
  2. /Accounting & Tax
  3. /Accounting

Financial Reporting with AI

Digitalize routine financial tasks using generative AI tools like ChatGPT and Claude.

Created bySimon Sez ITworkspace_premiumBest Instructor
BeginnerUpdated Sep 15, 2026

What You'll Learn

  • check_circleApply generative AI tools to routine financial reporting tasks
  • check_circleBuild accounts receivable aging reports from scattered invoice data
  • check_circleCalculate liquidity, solvency, and profitability ratios using AI
  • check_circleCreate budget templates with formulas and variance columns
  • check_circleIdentify risks and limitations of AI in financial work
  • check_circleConfigure automated news monitoring for market-moving events

About This Course

Financial Reporting with AI shows you how tools like ChatGPT and Claude can speed up everyday finance work. Across eight modules, you will learn financial statement analysis, compliance and audit preparation, risk monitoring, and management reporting, as well as the limits of AI and how to use it responsibly. Hands-on exercises and downloadable resources connect each idea to real tasks, so you build skills you can use straight away rather than just theory.

By the end, you will have learned the skills to turn scattered invoices into a clean accounts receivable aging report and build a budget template with variance columns from scratch. Credit risk checks and budget variance analysis take minutes instead of hours, and you can reshape one report into an executive email, a team update, or an SMS alert. You also learn how to catch AI errors, verify figures before they reach a client, and set up automated news monitoring so nothing important slips past you.

Course Content

8 activities • 17 videos • duration: 1h 3m

remove
Section 1: Introduction2 videos • 4 min
  • videocamIntroduction
    Duration 1:58
  • videocamGenerative AI in the Financial Reporting Ecosystem
    Duration 2:27
add
Section 2: Operational Reporting with AI2 videos • 1 quiz • 8 min
add
Section 3: Financial Statement Analysis and Reporting3 videos • 1 quiz • 13 min
add
Section 4: Compliance, Audit and Risk Reporting3 videos • 1 quiz • 11 min
add
Section 5: Management Reporting and KPI Analysis3 videos • 1 quiz • 13 min
add
Section 6: Presenting Financial Insights2 videos • 1 quiz • 7 min
add
Section 7: Limitations and Responsible Use1 videos • 1 quiz • 2 min
add
Section 8: Conclusion1 videos • 1 min

Your Instructors

Simon Sez IT

Since 2008, we've taught 2 million learners in over 190 countries, with 200+ courses

menu_book151 courses
star9,249 reviews

Since its formation in 2008, Simon Sez IT has been educating learners with one goal in mind: to make business and technical software simple to learn. The company extensive library of over 10,000 videos across more than 200 courses delivers comprehensive training for the most popular software applications used by professionals worldwide. Courses include training in everyday IT applications, from Microsoft suite of office productivity tools to more niche applications such as QuickBooks, Power BI and many more. Aimed at every level of proficiency, Simon Sez IT courses are designed to give learners the ability to quickly evolve from beginner to advanced, or to drop in at their relevant level and acquire new skills to continue in their development path. Simon Sez IT subject matter experts bring knowledge and practical insights to video-based courses and practice exercises – all designed to help learners immediately apply new knowledge and master learning goals. More than two million learners have relied on Simon Sez IT for its quality and engaging coursework. Student feedback is consistently ranked among the best in the industry, with particular emphasis on the quality, detail and delivery of the course materials. Many indicate that upon completion of a course, they are more confident and proficient in their area of study, and their skills have helped them progress in their careers.

Nida Naguib

Director and Head of Delivery at Axial Consulting

Meet Nida, your passionate and dedicated guide in the dynamic world of investment research and sustainability! With over a decade of experience in educational content development, Nida is driven by an unwavering commitment to empower finance professionals and propel them to new heights of success. Nida’s expertise goes beyond the conventional. She is a specialist in transforming workflows and enhancing productivity, utilizing cutting-edge tools like Generative AI, Excel, and LLMs to streamline processes and unlock efficiency. Far from a typical consultant, she is a respected leader in her field, with prestigious credentials including a CFA Charter and ACCA membership. Join Nida on this transformative journey as she shares her wealth of knowledge, helping you achieve financial excellence while embracing sustainable success. Whether you're optimizing your workflow or diving into the complexities of investment research, Nida’s approach will inspire and elevate your career.

Credit Information

What Students Are Saying

4.7 out of 5
Student's Choice
24 reviews
  • SS
    SAMEER S.
    starstarstarstarstar

    i think it was rushed on the learning side and had way too many quizes. like I was in school again. it distracted you from the learning, especially when 2 questions only. some ok content though but maybe more time on each and a bit of longer course at a slower pace.

Frequently Asked Questions

We are a registered provider with 300+ associations and regulatory bodies worldwide. We operate across 27 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.

You May Also Like

  • Audit & Assurance: Fraud

    Control Failure Mapping

    starRated5.0out of 5,(40 reviews)
    1.5 CPD hrs
  • Audit & Assurance: Risk Management

    Residual Risk, Control Improvement, and Fraud

    starRated5.0out of 5,(3 reviews)
    3.5 CPD hrs
  • Audit & Assurance: Internal Audit

    Evaluating & Testing Internal Controls: Do They Really Work?

    starRated5.0out of 5,(3 reviews)
    4 CPD hrs