Automate financial statement analysis, streamline market research, and build automated reporting systems with AI-driven workflows that increase your analytical capacity.

Learn to use AI for rapidly validating data, efficiently gathering market intelligence, distributing automated financial reports, and enhancing risk assessments to transform your financial processes.

• Certificate of Completion
• Suitable for All Experience Levels
• 10 Lessons
• Approx. 15 Hours to Complete

Learn how to:

• Automate financial statement analysis systematically — so you can validate data, calculate ratios, and identify trends without manual spreadsheet work
• Streamline market and competitor research efficiently — enabling you to gather and synthesize intelligence from multiple sources without spending hours on manual research
• Build automated reporting and alerting systems — creating workflows that fetch data, generate commentary, and distribute reports without manual intervention
• Master finance-specific AI prompting techniques — ensuring your AI outputs meet financial accuracy standards and regulatory requirements
• Enhance risk assessment and scenario analysis capabilities — using AI to quickly evaluate potential impacts of various scenarios on financial metrics
• Implement AI responsibly in financial environments — navigating data privacy, algorithmic bias, and regulatory compliance while maintaining model transparency
• Develop automated invoice processing systems — extracting data, categorizing expenses, and populating tracking spreadsheets without manual data entry
• Generate sourced financial intelligence rapidly — using AI answer engines to find verified market trends, competitor data, and regulatory information

Workflows you'll build:

Finance workflow with ChatGPT

• Develop systematic workflows for financial statement analysis, budget variance analysis, and risk scenario assessment using AI assistance
• Master techniques for data validation, ratio calculation, trend identification, and scenario interpretation with ChatGPT
• Create comprehensive approaches for analyzing earnings reports and assessing budget performance
• Establish structured templates to streamline complex financial analysis tasks

AI-powered market & competitor research using Perplexity

• Configure effective queries in Perplexity to find sourced information on market trends, competitors, and regulations
• Implement Perplexity's Focus modes to refine research and gather specific financial data types
• Develop strategies for synthesizing and organizing research findings from multiple sources
• Apply systematic approaches to market analysis and competitive intelligence gathering

Building an AI-powered financial assistant with Zapier Agents

• Design and configure Zapier Agents for automated financial data processing tasks
• Implement multi-step workflows that extract data from invoices using AI and categorize expenses automatically
• Establish automated systems for populating financial tracking spreadsheets and generating reports
• Create testing and optimization processes for continuous financial data processing automation

Questions you might have:

Q: How can I ensure AI-generated financial analysis meets regulatory compliance and accuracy standards? 

A: We’re clear that AI is an analytical assistant that requires human oversight and validation. You'll learn verification techniques and appropriate documentation practices that maintain professional responsibility while leveraging AI efficiency gains.

Q: How do I handle sensitive financial data when using cloud-based AI tools? 

A: The course covers data privacy best practices specific to financial information, including techniques for data anonymization, appropriate tool selection for different sensitivity levels, and compliance strategies that protect confidential information.

Q: Can AI really understand the nuanced context that drives financial decision-making? 

A: AI excels at pattern recognition and data processing but requires human judgment for strategic decisions. The course teaches you to leverage AI for analytical heavy lifting while maintaining human oversight for interpretation and strategic recommendations.

What our members say:

"The AI for coding course at Rundown AI University 20x'd my output as a software developer without me having to figure everything out myself. Their other courses on writing, email marketing, and various AI applications were equally valuable. I'm grateful to be part of this community that teaches both the power and practical limitations of AI." 

~ Nourin (AI Engineer)

"The new RU platform looks great—much more modern and easier to use. The direction of the new niche courses feels far more relevant to where AI's actually being used day-to-day. The consulting one in particular stood out and feels spot-on." 

~ James Wheable

"This is great for anyone interested in AI — no technical knowledge needed. I highly recommend it and am currently preparing to take the exam for certification." 

~ Joseph Lacovara

"Thanks for the fantastic lessons you guys have here on your AI university website. I just started at a new company, working on designing and developing the front end of a Healthcare webportal, and am already outperforming their expectations." 

~ Reid Manning

"The Rundown opened up my eyes to what's possible with AI. Going into it I only tinkered on a couple AI tools but didn't actually use them in my work — and after only a couple days of learning. I created an AI agent that responds to my emails n my behalf. Game changer for my business." 

~ Wouter Teunissen

"With both overviews and deep dives in every direction AI, there's no better way to stay relevant and on top of the best ways to implement these new technologies into our lives. If you have specific questions, or are looking for networking opportunities. The Rundown is the place to be." 

~ Blake Moore

"Before I joined Rundown University, I felt miles behind in the AI sphere. After taking the AI Starter Kit, I'm way more confident in my abilities to navigate my future with AI. Now, instead of feeling nervous about the future, I'm inspired by the things I can do and build. If you're interested in learning more about AI, this is the right place for you!" 

~ Maggie Kelly

Get certified in AI for Finance

AI for Finance equips you with step-by-step, implementation-focused workflows designed for immediate impact. We cover essential knowledge and dive into high-value AI strategies and tools that successful finance professionals are using today.

At the end of the course, you'll have the option to get your AI for Finance certification by passing our online exam. You can add this credential to your LinkedIn profile, resume, CV, or share it on social media.

Instructors: Dr Alvaro Cintas & Clintin Lyle Kruger
Key tools & technologies: ChatGPT, Perplexity AI, Zapier Agents
Skills gained: Financial statement automation, market research workflows, automated reporting systems, risk assessment modeling, finance-specific AI prompting, regulatory compliance implementation, invoice processing automation, competitive intelligence gathering, scenario analysis, data validation techniques