AI for Finance & Accounting
A ~40-minute course for CFOs, controllers, FP&A heads, audit partners. Forecasting, narratives, close cycle, audit + SOX, AP/AR/treasury/tax, standards landscape. Grounded in Gartner, KPMG, Big-4, IFRS 18, PCAOB, NIST.
8
Chapters
~40 min
Duration
Intermediate
Level
No
Certification
Who this is for
For CFOs, controllers, FP&A heads, finance ops leaders, audit partners past basic AI literacy.
How this course works
- 8 audio-narrated slide chapters · ~40 min of focused content
- Capstone with interactive Markdown builder you take to your team
- Trust trip-wires on every play — what not to cross
- Free verifiable certificate on completion
What you'll walk out with
Specific outcomes from this course — no fluff.
- The 5 finance AI plays that ship in production — forecasting · narratives · close acceleration · variance · NPI analysis
- The audit-trail discipline that keeps AI-augmented numbers defensible to external auditors and PCAOB
- How to navigate the IFRS 18 + SOX + Big-4 audit landscape with AI in the workflow
- Where AI plugs into AP/AR/treasury/tax — what works, what disappoints, what crosses the auditability line
- The 3-tier human-in-the-loop framework for AI-assisted journal entries and reconciliations
- The hard line on AI-prepared financials — what's in scope, what isn't, how to document human review
- Standards landscape: NIST AI RMF + Big-4 guidance + IFRS + PCAOB — the posture you defend
Course content
8 chapters · ~40 min
Welcome
A 1-minute orientation — what the course covers, how to navigate, and what you walk out with. No audio on this screen.
The finance AI landscape
Gartner Q4 2025: 67% CFO adoption, 39% in close. KPMG 2025: 1.4-day median close reduction. Hackett 2025: $0.85 → $0.55 per $1K. SAP, Oracle, Workday, Vic.ai, BlackLine, MS Copilot for Finance. What works (forecasting, narratives, recs, routine accruals, JEs) vs what doesn't (judgement accruals).
Forecasting and FP&A
3 categories (cash, revenue, expense). M5 Forecasting Competition: LightGBM dominates SKU-level, classical competitive on aggregates. Hyndman canonical. Tetlock calibration: prediction intervals not point estimates. FVA analysis (Gilliland/SAS) measures where in the chain accuracy is added or lost.
Reporting and variance narratives
KPMG GenAI in Finance 2025: 50–70% time savings on MD&A. The confabulated-source failure mode (cross-domain analog: Mata v. Avianca). Quote-or-cut rule. Deloitte ACP Q4 2025: 62% AC want disclosure, 31% want sample-testing. Big-4 audit-committee disclosure expectations.
Close cycle automation
Reconciliation copilots (BlackLine/Trintech 35–50% rec hours saved). Accrual proposals (Vic.ai/Trintech 85–92% routine accruals). Journal entry AI from source documents. Big-4 acceptance criteria (traceable source + human approves + audit trail). Drafter/preparer/reviewer/approver quad-eye.
Audit and SOX
COSO ERM 2024 updates + SOX 404. PCAOB QC 1000 + IAASB ISA 220 Revised. 3 controls every AI-touched process needs: AI input, AI output review (quad-eye), AI tool documentation (vendor, version, scope, settings, last-tested). EY 2025: 78% of CFOs concerned, 41% changed procedures.
AP, AR, treasury, tax
AP (Vic.ai, AppZen, Tipalti, Stampli) — 80–90% accuracy on routine line-item coding + fraud detection. AR collections AI (customer-facing — Air Canada cross-domain analog applies). Treasury (Kyriba) — short-horizon cash forecasting. Tax (Vertex, Avalara, Trintax) — AI drafts, human signs.
Standards landscape
IFRS 18 effective 2027 — new income-statement structure + management-defined performance measures. SEC AI disclosure expectations. EU CSRD. India IndAS evolution. Enterprise vendor terms baseline (training opt-out, tenant isolation, retention). MS Copilot for Finance GA Nov 2024.
Making it stick: your finance AI roadmap
2 use cases · 2 quarters · 1 quality framework. Q1 = reconciliation + variance narratives. Q2 = routine accruals OR JE AI OR AP automation. 4 trust trip-wires: no AI signs the close, no unreviewed accrual posts, no untraceable source data, no "set and forget". Interactive roadmap builder.
Want this delivered inside your organisation?
The course is the starting point. The same content powers a 4-week pilot, an org-wide rollout, or a continuous build engagement — set up on your data, with your team, by Gennoor Tech.