AI for Finance Professionals
From AI-Assisted Tasks to Finance Workflows
Watch the 2-minute programme overview
AI for Financial Research
Use AI to research companies, industries and financial information while keeping sources, context and reliability in view.
Working With Finance Files
Work with reports, spreadsheets and other finance documents to extract, organise and analyse relevant information.
Financial Analysis With AI
Use AI to investigate financial performance, identify patterns and support deeper analysis rather than simply generate answers.
Variance & Driver Analysis
Move from identifying a variance to understanding its drivers, causes, financial impact and implications for decisions.
AI + Excel
Use AI alongside Excel to accelerate finance work while retaining control over formulas, logic and outputs.
AI + Financial Models
Use AI to help build, review and work with financial models—and learn what still needs human verification.
Scenario Analysis & Decision Support
Test assumptions and scenarios to understand what changes, why it changes and what decision it may support.
Verification, Challenge & Financial Judgement
Learn to check outputs, challenge assumptions and identify plausible-looking answers that may still be wrong.
Finance Workflows, Automation & Agents
Move beyond individual chats to repeatable AI-enabled finance workflows, automation and agents with appropriate controls