Course · 8 chapters
Finance at AI Speed
Close the books and brief the board faster: build NPV/IRR models, driver-based forecasts, variance commentary, and board packs with AI. 8 chapters, practitioner level.
What you'll be able to do
- Build NPV and IRR models with AI
- Forecast budgets with driver-based scenarios
- Automate invoice data extraction
- Write management commentary from variance data
- Prepare board-ready investor updates
- Stress-test Excel models with AI
What's inside
- 1AI for Finance: Start Here
The 12-minute orientation to the AI for Finance stack — 5 finance moments, 8 courses, and where to start
- 2AI in Financial Spreadsheets
Master AI-powered workflows for NPV, IRR, and audit-trail spreadsheet analysis
- 3Budgeting and Forecasting with AI
Master driver-based modeling, scenario planning, and high-stakes forecasting with AI
- 4Document Extraction at Scale
Automate invoice, receipt, and bank statement processing with AI — from pilot to production
- 5Management Commentary with AI
Transform variance data into strategic narrative — AI-assisted storytelling for CFOs
- 6Investor Materials and Board Packs
AI-assisted investor updates, board decks, and earnings prep — CFO owns the message
- 7Coding-Lite for Finance
Build finance mini-projects with Claude Code — variance commentary generator, invoice batch extractor, board pack assembler
- 8Scenario Modeling with AI in Microsoft Excel
Build multi-case financial models that make uncertainty visible, stress-test assumptions with AI, and translate scenarios into board-ready decisions
Frequently asked questions
- What will I learn in this AI for Finance course?
- You learn to apply AI across core finance work: NPV and IRR spreadsheet analysis, driver-based budgeting and forecasting, document extraction from invoices and bank statements, management commentary, investor and board materials, and scenario modeling in Excel. The path also covers Copilot for finance and building small finance tools in Claude Code.
- Who is this AI for Finance path for?
- It is built for finance professionals such as FP&A analysts, controllers, finance managers, and CFOs who want to speed up modeling, forecasting, and reporting with AI. The content is practitioner level and aimed at a business audience, so no engineering background is needed.
- Do I need to know how to code?
- No coding background is required. The Coding-Lite for Finance chapter uses Claude Code to build small finance projects step by step, and the rest of the path works through spreadsheets, Copilot, and Excel.
- How long is the AI for Finance course and is there a certificate?
- The path has 8 chapters totaling about 149 minutes, roughly 2.5 hours. You earn a certificate on completion that you can add to your LinkedIn profile.
- Is this AI for Finance path free?
- No, this is a paid path included with an AI Academy by Anthropos subscription.
Earn a certificate
Complete all chapters to receive your certificate of completion.