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PROGRAM 01 · TEAM TRAINING

AI & Data for Finance & Accounting Professionals

Draft, reconcile, analyse and automate: AI for the finance function.

8 sessions3 modules4 hands-on projects3 days · 9 am–5 pmCertificate on completion
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Who this course is for

  • Accounts Executives, Officers and Managers
  • Finance Managers, Controllers and Heads of Finance
  • Tax, VAT, costing and internal audit teams
  • CA / CMA / ACCA part-qualified professionals
  • Finance teams in RMG, trading, manufacturing, banking, NBFI, NGO and SME

What your team will be able to do

  • Draft compliance, tax and audit documentation in half the time
  • Clean, reconcile and analyse financial data with AI assistance
  • Build four working automations that run in your own organisation
  • Write Apps Script without a coding background
  • Extract invoice and bank statement data automatically
How it runs

3 days at your office, 8 sessions

Three sessions a day plus a hands-on build lab every afternoon. Day 3 ends with capstone presentations.

Day 1

9:00 am – 5:00 pm

AI chatbots for finance work

9:00–10:30S1Prompt engineering for finance
10:30Tea break
10:45–12:15S2Finance documentation & compliance
12:15Lunch & prayer
1:00–2:30S3Cleaning, reconciliation & formulas
2:45–4:30LABBuild lab: prompt library on your own files
4:30–5:00Q&A and day recap

Day 2

9:00 am – 5:00 pm

Analysis, then the first two builds

9:00–10:30S4MIS & management reporting
10:30Tea break
10:45–12:15S5Project 01: Policy assistant
12:15Lunch & prayer
1:00–2:30S6Project 02: Compliance alert engine
2:45–4:30LABBuild lab: MIS pack, assistant and alerts on your data
4:30–5:00Q&A and day recap

Day 3

9:00 am – 5:00 pm

Last two builds and the capstone

9:00–10:30S7Project 03: Expense approval workflow
10:30Tea break
10:45–12:15S8Project 04: Invoice extraction
12:15Lunch & prayer
1:00–3:00LABCapstone build clinic
3:15–4:30LABCapstone presentations
4:30–5:00Certificates and next steps
Group: 10–40 people from one organisationSame content and projects in both formatsBangla delivery with English technical termsEvery session ends with a deliverable
Curriculum

8 sessions, one build in each

3 modules · 8 sessions · 4 hands-on projects

PART 1AI Chatbots for Finance & Accounting WorkSessions 1–2

Chatbot Landscape & Tool Selection

  • Comparative strengths for finance work: number reasoning, long-document reading, formula generation, tabular output
  • Free versus paid tiers; a workflow that needs no international payment card
  • Which tool for a tax circular, which for a formula, which for a board note
  • Bangla versus English output quality; when to draft in English and translate

Prompt Engineering Fundamentals

  • The four-part structure: role, context, task, output format
  • Role prompting — acting as a financial controller, tax consultant or internal auditor
  • Giving the model your chart of accounts, entity structure and reporting period as context
  • Controlling output: table, journal-entry format, bullet memo, executive summary

Advanced Prompting for Numerical Work

  • Few-shot prompting: teaching the model your own voucher narration and note-disclosure style
  • Step-by-step reasoning for multi-part tasks such as deferred tax or lease computation
  • Constraint prompting: what to include, what to exclude, what to never assume
  • Chained prompts — breaking a month-end review into a sequence of checks
  • Why a chatbot is unreliable as a calculator, and how to use it as a method generator instead

Confidentiality & Verification Discipline (Core)

  • What must never be pasted: bank credentials, BIN and TIN with names, salary registers, unpublished results, customer lists, LC and pricing terms
  • Masking and anonymising before prompting; safe versus unsafe finance use cases
  • Hallucination in a regulatory context — invented section numbers, wrong rates, fabricated citations
  • The verification rule: every figure, date, rate and legal reference confirmed against source
  • Price-sensitive information and listed-company obligations
DELIVERABLEA personal prompt library of 10 templates for your repeated finance tasks.
PART 2Financial Analysis in Excel & Google SheetsSessions 3–4
PART 3Applied Automation — AI Assistants & Workflow BuildingSessions 5–8
Applied projects

Four automations, running in your organisation

01Session 5

Finance Policy & SOP Assistant

Colleagues ask "can I claim this?" and get an answer from your own finance manual, with the section cited.

  1. INFinance manual & policies
  2. AIGrounded Gemini assistant
  3. OUTAnswer with the section cited
Built with Google AI Studio
02Session 6

Compliance Calendar & Expiry Alerts

VAT, tax, RJSC, LC, guarantee and licence dates checked daily, with alerts 30, 15 and 7 days ahead.

  1. INCompliance calendar sheet
  2. RUNDaily Make scenario
  3. OUTAlert to the right owner
Built with Make · Sheets · Gmail
03Session 7

Expense & Approval Workflow

Claims routed by amount and department, multi-level approval, advance ageing and duplicate-bill flags.

  1. INExpense claim form
  2. RULESApproval routing script
  3. OUTApproved, posting-ready record
Built with Apps Script · Forms
04Session 8

Invoice Extraction Pipeline

Bills dropped in a folder become clean rows: vendor, amount, VAT, BIN, with three-way match and duplicate checks.

  1. INInvoice PDFs & scans
  2. AIGemini structured extraction
  3. OUTChecked rows in your sheet
Built with Gemini API · Drive

Capstone presentation

Each person presents one automation built for their own workplace.

Day 3 afternoon
Applied across every session

Responsible & Ethical AI in Finance

Confidentiality & Data Classification

  • Classifying finance data: public, internal, confidential, restricted
  • What never leaves the building, what can be masked, what is safe

Accuracy, Verification & the Audit Trail

  • Professional responsibility does not transfer to a tool
  • Keeping a record of prompts, outputs and the human review applied

Independence & Professional Judgement

  • Where AI supports judgement and where it substitutes for it — and why the second is a failure
  • Materiality, going concern, provisioning and estimation stay human

Fraud Risk & Control Implications

  • New fraud vectors: AI-generated fake invoices, deepfake payment instructions, spoofed vendor emails
  • Why "the CEO emailed me urgently" needs a callback protocol

Workforce Impact & Honest Communication

  • Talking to a finance team about AI without triggering job-loss fear
  • Reskilling and role redesign as AI absorbs routine processing work

Building Your AI Use Policy

  • Approved tools, acceptable use and prohibited data categories
  • Disclosure rules: when AI involvement must be stated
Outcomes

By the end, your team can

  • Choose the right AI tool and write prompts that work first time
  • Maintain a prompt library covering your repeated finance tasks
  • Clean and reconcile messy ledger, bank and vendor data in a fraction of the time
  • Produce an MIS pack with commentary you can defend line by line
  • Draft SOPs, policies and compliance documentation to a professional standard
  • Build and deploy automations using Make, Apps Script and the Gemini API
  • Write Apps Script for your own spreadsheets without a coding background
  • Apply confidentiality, verification and control standards to every AI-assisted step

And leaves with

A reusable cleaning, reconciliation and MIS template set
A grounded finance policy assistant your colleagues can use
A compliance and expiry alert engine that reaches the right owner
An expense and approval workflow running in your own Google account
An invoice extraction pipeline feeding your books
A written AI use policy for your own finance department

Tools your team will use

Chatbots
ChatGPTGeminiClaudeCopilotDeepSeek
Data
Microsoft ExcelGoogle SheetsPower Query
Automation & AI builds
MakeGoogle AI StudioApps ScriptGemini API
Content
GammaCanva

What participants need

  • A laptop with Excel and a Google account
  • Working knowledge of accounting; comfort with VLOOKUP and Pivot Tables
  • One real work file to practise on from Session 3
  • No coding background required — free tiers only

How your team will learn

  • Build-along classes — you work while the trainer works
  • Practise on your own workplace file, not dummy data
  • Recordings, prompt library, script library and setup guides for download
  • Certificate of completion after capstone submission
Request a proposal

Bring this program to your finance team

Tell us about your team. We reply within one working day with a plan built around your own documents and workflows.

  1. 1 · A short discovery call with your finance lead
  2. 2 · We tailor examples to your masked files
  3. 3 · Offline at your office, or online live classes
Chat on WhatsApp
Request a proposal