AI-NATIVE FINANCE PROFESSIONAL: WORKFLOWS & AGENTS FOR PRODUCTIVITY

Stay ahead in the AI era.
Automate your daily finance work with AI tools

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Stay ahead in the AI era. Automate your daily finance work with AI tools
TRUSTED BY MILLIONS OF LEARNERS
  • Key Program Highlights
  • Curriculum
  • Academic Director
  • Mentors
  • Outcomes
  • Toolkit
  • Skills
  • Who Its For
  • Learners Experience
  • Fees
  • FAQ

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AI-Native Finance Professional: Workflows and Agents for finance Productivity

AI-Native Finance Professional: Workflows and Agents for finance Productivity

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KEY PROGRAM HIGHLIGHTS

Experience a unique
learning journey

Solve real-world finance use cases

Solve real-world finance use cases

Build with latest AI tools

Build with latest AI tools

Learn from industry experts

Learn from industry experts

Design for compliance

Design for compliance

Create reusable AI workflows

Create reusable AI workflows

Build AI agents for finance

Build AI agents for finance

Not in finance? You can still explore our AI-native professional program for all roles.

Explore Program

CURRICULUM

Curriculum designed by
AI and finance experts

Learn to prompt, research, model, automate, and deploy AI agents that handle recurring finance work.

10+ Latest AI Tools
Weekly Live Sessions
Capstone Real-World Projects
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Pre-Work 00

AI Literacy

Understand AI fundamentals and where it fits in your finance work.

• YOU'LL LEARN

Mapping AI to Finance

Understand the true potential of AI in finance. Identify high-impact productivity opportunities across finance functions and learn which financial data is safe to use with AI tools.

• PROJECT

Understanding AI in Finance

Create your personal AI-in-Finance roadmap and identify practical AI use cases relevant to your role.

Week 01

AI Foundations and Prompt Engineering

Master structured prompting and build reusable templates.

• YOU'LL LEARN

Create Finance Prompt Templates

Learn to create structured prompts that generate stakeholder-specific financial commentary from the same dataset, while applying best practices for handling sensitive financial information.

• PROJECT

Multi-Audience Variance Commentary Engine

Build a prompt library that transforms a single variance dataset into tailored financial commentary for executives, business leaders, and operations teams.

TOOLS
Claude Claude
ChatGPT ChatGPT
Gemini Gemini
Google Sheets Google Sheets
Microsoft Excel Microsoft Excel
Week 02

Research and Content Creation

Build research pipelines that replace hours of manual reading with structured, cited intelligence.

• YOU'LL LEARN

Build Research Pipelines and Briefs

Use AI-powered research tools to synthesize regulatory updates, validate financial assumptions, and generate reliable, source-backed briefs while maintaining data privacy.

• PROJECT

Tax Regulatory Research and Brief Filing

Build a research workflow that pulls live regulatory updates, compares them against prior year, and delivers a cited filing implications brief before the cycle opens. Then turn them into slide decks.

TOOLS
Claude Claude
Perplexity Perplexity
Gemini Notebook Gemini Notebook
Week 03

Financial Analysis

Turn spreadsheet data into clean analyses and scenario models using AI. No formulas.

• YOU'LL LEARN

Generate Scenario Models and Financial Insights

Analyze large financial datasets using AI, build scenario models with sensitivity analysis and generate decision-ready financial insights without complex spreadsheet formulas.

• PROJECT

Customer Revenue Analysis and Segment Review

Build an AI-assisted revenue analysis workflow that identifies customer concentration, segment anomalies, and key business trends from large datasets.

TOOLS
Claude Claude
Gemini Gemini
Microsoft Excel Microsoft Excel
Google Sheets Google Sheets
Week 04

AI Workflows and No-Code Automations

Automate recurring Finance tasks across your existing workflows without writing code.

• YOU'LL LEARN

Build AI Workflows with Approval Checkpoints

Turn recurring finance tasks into triggered no-code AI workflows, with a human validation checkpoint before any output is shared or acted on.

• PROJECT

Invoice Matching and Exception Flagging

Build an automated workflow that validates invoices against purchase orders, flags mismatches, and routes approved invoices for processing.

TOOLS
Claude Claude
Activepieces Activepieces
Microsoft Excel Microsoft Excel
Google Sheets Google Sheets
Week 05

AI Agents and Responsible AI

Build AI agents that monitor financial signals and support better planning decisions.

• YOU'LL LEARN

Build Finance Intelligence Agents

Configure AI agents to track market developments, competitor activity, and financial events, while applying governance principles to ensure outputs remain accurate, secure, and reviewable.

• PROJECT

Monitor Competitor Earnings and Forecast

Develop an AI agent that tracks competitor earnings announcements, extracts planning-relevant insights, and delivers forecast-ready briefing reports.

TOOLS
Claude Claude
Perplexity Perplexity
Activepieces Activepieces
Week 06

Governance and Frontiers of AI in Finance (Self-paced Module)

Audit everything you build, apply critical judgment to every AI output, and develop skills that compound over time.

• YOU'LL LEARN

Develop AI Judgment and Build AI-Native Skills

Evaluate the workflows and agents you've built against a finance-specific governance framework, classify your data across three privacy tiers, and map the skills that compound as an AI-native finance professional.

• PROJECT

Finance AI Governance Audit

Audit every workflow built throughout the program and develop your own AI governance framework and usage policy.

TOOLS
Claude Claude
ChatGPT ChatGPT
Gemini Gemini
End --

Demo Day: Capstone Project

Apply everything you’ve learned to solve a real Finance challenge.

• YOU’LL LEARN

Live Demo

Design, build, and present an AI-powered workflow, automation, or agent that addresses a real business problem from your workplace, supported by mentor feedback and peer review.

• PROJECT

Finance AI Workflow or Agent

Build a working automation, agent, or multi-tool finance workflow solving a real problem from your own work, demonstrated live in a 3-minute peer presentation.

// Note: The curriculum and projects listed above are indicative and subject to updates as technology evolves.

YOUR ACADEMIC DIRECTOR

Program curated by world class faculty

Dr. Pavankumar Gurazada

Dr. Pavankumar Gurazada

Director, Academics — Artificial Intelligence, Great Learning

  • Ph.D. in Applied Machine Learning
  • Adjunct Faculty at Northwestern University and University of Arizona
YOUR MENTORS

Get inspired with live sessions by AI mentors

Indulge in weekly live sessions with AI experts who explore real-world research and relevant tools.

  • Dr. Hassan Saidinejad

    Dr. Hassan Saidinejad

    AI & Data Science Practitioner · 10+ years

    • 10+ years applying analytics, ML, and AI across industries.
    • Builds ML models and Agentic AI workflows.

    Education

    • MSc & PhD in Computer Science, Politecnico di Milano.

    Organizations worked with

  • Cristiano Santos De Aguiar

    Cristiano Santos De Aguiar

    AI Consultant · Founder, CSA Intelligence

    • 15+ years in applied deep learning and healthcare AI.
    • Mentored 4,000+ professionals across MIT & Johns Hopkins programs.

    Education

    • Ph.D., M.Sc. & B.Sc., Federal University of Rio de Janeiro (UFRJ).

    Organizations worked with

Note: The list above is indicative and subject to updates based on program delivery.

OUTCOMES

Build agents and workflows to
multiply your productivity

In 6 weeks, go from basic ChatGPT use to building & using agents - the skill that now separates the AI-fluent from everyone else.

  1. 01

    Generate multi-audience financial communications

  2. 02

    Build multi-source research pipelines to validate budget assumptions

  3. 03

    Analyze financial spreadsheets to identify deviations with AI

  4. 04

    Design no-code finance workflows

  5. 05

    Implement Human-in-the-Loop Governance

  6. 06

    Monitor competitor signals with AI agents

Learn More
TOOLKIT

Automate everyday finance work
with AI

Gain hands-on experience with leading generative AI tools used for research, analysis, automation, and financial reporting.

ChatGPT
Claude
Gemini
Google Sheets
Microsoft Excel
Perplexity
Gemini Notebook
Claude
ChatGPT
Gemini
Gamma
Google Workspace Studio
Microsoft Excel
Google Workspace Studio
Claude
Gemini
Claude
Gemini
Gemini Notebook
Activepieces
Google Forms
Google Workspace Studio
Perplexity

// Note: The list above is indicative and subject to updates as technology evolves.

Skills you will learn

  • Financial Prompt Engineering
  • Budget Assumption Validation
  • AI Spreadsheet Analysis
  • No-Code Workflow Automation
  • Human-in-the-Loop Governance
  • AI Agent Configuration
  • AI Output Evaluation
  • Audit Trail Design
WHO IT'S FOR

Designed ground-up for
Finance professionals

Carefully curated to help finance and audit professionals automate systems that reduce manual coordination and effort.

  • Financial Analysts and FP&A Professionals
  • Accountants and Finance Operations Analysts
  • Finance Managers and Controllers
  • Tax and Compliance Professionals
  • Financial Advisory Consultants
  • Internal Auditors
  • Other Finance professionals

learners experience

  • Steve McLaughlin

    For managers and non-technical professionals who work around technology, this course is very valuable. I'd absolutely recommend it.

    Steve McLaughlin

    VP of Data Engineering · Data Axle

  • Comfort Atanga

    I went in out of curiosity and discovered how much I could automate, like screening struggling students at the start of the year, not the end. If I hadn't taken this class, I'd never have known what's possible.

    Comfort Atanga

    Educator · Texas Public Schools

  • Vishal Gupta

    A week's worth of consolidation and reporting, done in 15 minutes, with fewer errors than doing it manually.

    Vishal Gupta

    Planning & M&E Specialist · Formerly United Nations

  • Priya Grace Vijay

    I built an agent that automates my weekly reports end-to-end. It didn't feel like going back to school; it felt like learning on the job.

    Priya Grace Vijay

    Billing Analyst

Our alumni work at top companies

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Go from basic AI use to building your own AI agents and workflows to automate everyday tasks like writing, research and analysis.

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Become an AI-Native finance Professional today

Admissions close once the required number of participants enroll. Secure your spot today.

  • Learn by building through live sessions
  • Build with AI without coding
  • Connect AI tools to build end-to-end workflows
  • Work on real-world problems
TOTAL PROGRAM FEE
USD 999

For more details on flexible fee payments, please contact a Program Advisor. EMI options available.

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Frequently asked questions

Program Details
  • By the end of the program, you'll build a portfolio of practical AI agents and no-code finance workflows that you can use at work immediately. These include:

    • Multi-Audience Variance Commentary Engine to generate tailored financial reports from a single dataset.
    • Tax Law Research Intelligence Pack to track regulatory updates and create cited compliance briefs.
    • Customer Revenue Intelligence Model to analyze large datasets using natural language instead of formulas or pivot tables.
    • Invoice Processing Automation to validate invoices, flag exceptions, and route approvals with built-in human review.
    • Earnings Intelligence Agent to monitor competitor earnings and financial signals for planning and forecasting.

    The program concludes with a Capstone Project — your final project — where you'll design and demonstrate a custom AI agent or finance workflow that solves a real business challenge from your own role. Along the way, you'll learn to build research pipelines, no-code automations, and AI agents with human-in-the-loop governance, and in the final self-paced week you'll audit everything you've built against a finance-specific governance framework.
  • The program runs for 6 weeks with approximately 30 hours of learning — about 4–5 hours per week, designed to fit around a full-time work schedule.
  • Yes. The curriculum teaches you how to build AI agents for finance teams that automate reporting, research, invoice processing, earnings monitoring, and other recurring finance tasks while maintaining human oversight.
  • This program distinguishes itself from other AI courses for finance by focusing on immediate, individual productivity using no-code tools, rather than enterprise-level deployments or generalized finance theory. You don't just learn theory; you leave every single week with a functional, reusable asset, such as a multi-source research pipeline, a variance commentary prompt library, or an earnings intelligence agent.
Faculty, Curriculum, and Projects
  • You'll learn through weekly live mentoring sessions conducted by industry experts. The program curriculum has been designed and curated by Dr. Pavankumar Gurazada, Director of Academics at Great Learning, ensuring a structured, practical, and industry-relevant learning experience.
  • Yes. You'll complete five hands-on projects plus a capstone as your final project, building reusable AI workflows, automation pipelines, and AI agents that solve real finance challenges.
  • The program demonstrates how Generative AI in finance can streamline financial reporting, research, document creation, variance analysis, and financial communication through practical workflows and prompt engineering.
  • The curriculum includes hands-on experience with ChatGPT, Claude, Gemini, Perplexity, NotebookLM, Activepieces, Microsoft Excel, and Google Sheets to solve practical finance use cases.
  • The program includes projects on variance reporting, invoice processing automation, customer revenue analysis, tax research, earnings intelligence, and AI-assisted financial communication, demonstrating practical AI applications in finance.
  • Yes. The course teaches modern AI agent concepts through practical, no-code workflows rather than programming-heavy frameworks.

    You'll learn:

    • Agentic AI, no-code automation, and workflow design
    • Task-Context-Reference (TCR) prompt engineering and Retrieval-Augmented Generation (RAG)
    • Human-in-the-Loop governance for responsible AI deployment
    • How to build AI agents using tools like Claude, Perplexity, and Activepieces

    By the end of the program, you'll have built and deployed practical AI agents to automate real-world finance workflows.
  • Yes. You'll build AI agents for finance operations that automate invoice reviews, compliance checks, policy lookups, workflow routing, and exception reporting using no-code automation tools.
Eligibility and Admission
  • Yes, the program is completely beginner-friendly for finance professionals with no technical or coding experience. It is explicitly designed for non-programmers, and you will not need to write a single line of code or complex formula to succeed.
  • No. The program starts with AI fundamentals before progressing to workflow automation, AI agents, and finance-specific use cases.
Fee and Payment
  • The program fee is USD 999 . You can get started for as low as $399, and every enrolment is backed by a 2-week money-back guarantee — if the program isn't the right fit within the first two weeks, you can request a full refund. Reach out to your Program Advisor for payment options and current offers.
  • Most activities use free versions of the AI tools. Claude requires your own subscription.
Career-related Queries
  • Learning to build AI agents for finance demonstrates your ability to automate workflows, improve operational efficiency, and apply AI responsibly in finance functions—skills that are becoming increasingly valuable across finance, consulting, banking, and financial services.
  • No. AI is expected to automate repetitive and time-consuming tasks, while accountants continue to provide professional judgment, regulatory interpretation, financial analysis, and strategic decision-making. This program focuses on helping professionals work more effectively with AI rather than replacing them.
  • Yes. Accountants can automate invoice processing, financial communication, compliance tasks, and recurring accounting workflows while improving productivity through AI-assisted processes.
General Queries
  • AI can automate financial reporting, budgeting, variance analysis, invoice processing, research, audit documentation, compliance monitoring, and earnings intelligence, allowing finance professionals to focus on strategic decision-making instead of repetitive tasks.
  • AI is increasingly becoming part of everyday finance workflows. Professionals who can combine financial expertise with AI-driven workflow automation are well positioned to improve productivity and adapt to evolving finance roles.
  • AI can analyze historical financial data, validate assumptions, identify anomalies, generate variance commentary, monitor external market signals, and support AI-driven financial planning through automated research and reporting workflows.
  • Generative AI for financial services can accelerate research, draft financial reports, automate client communications, support compliance reviews, summarize regulatory updates, and generate actionable insights from structured financial data.
  • Yes. AI can assist with investment banking research, earnings analysis, financial modeling support, market intelligence, competitor tracking, and investment due diligence by reducing manual analysis and speeding up information synthesis.

AI-Native Finance Professional: Workflows and Agents for finance Productivity

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