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ChatGPT — Accounting & Finance

15 courses for applying ChatGPT to accounting, finance and control workflows while keeping verification, professional judgment and human sign-off at the centre.

Designed for accounting, finance and controlling professionals, this pathway shows how to integrate ChatGPT into real finance work without transferring professional accountability to the model. Across 15 courses, learners work on ledger analysis, close, reconciliations, working capital, reporting, budgeting, cash flow, internal control, audit, compliance and automation—with evidence, assumptions and human validation built into the method.

🎓 15 courses • 📚 120 interactive lessons • ⏱️ 45–75 hours of conversational learning

Preview of a lesson in the Learning Workspace
Level 1 — 9,90 € excl. VAT Level 2 — 12,90 € excl. VAT Level 3 — 15,90 € excl. VAT Level 4 — 18,90 € excl. VAT Level 5 — 24,90 € excl. VAT

⭐ Best value

Complete Bundle — 15 ChatGPT courses

GPT01 → GPT15 · 3,000 credits included

🎓 Certificate : "ChatGPT — Complete — Accounting & Finance" 247,50 €
📚 15 courses 📖 120 lessons ⏱ 45 to 75 h ⚡ 1800 credits included

142,90 € excl. VAT

Savings : 104,60 €

ChatGPT Finance Foundations Bundle 3 courses Niveau 1
🎓 Certificate : ChatGPT — Finance Foundations
📚 3 courses 📖 24 lessons ⏱ 9 to 15 h ⚡ 240 credits included

29,70 €

22,90 excl. VAT

Savings : 6,80 €

01 Level 1

Using ChatGPT effectively in Finance

Position ChatGPT as a Finance professional’s assistant while keeping value, risk, data protection and human validation under control

Position ChatGPT as an assistant for Finance professionals Identify Finance tasks where ChatGPT can add real value Distinguish assistance, calculation, analysis and professional validation Prepare usable financial context Protect accounting data and sensitive information Ask for explicit assumptions and limitations Validate a financial response before reusing it Workshop: assess Finance use cases by value and risk
📚 8 lessons ⏱ 3 to 5 h 🎯 Quiz included ⚡ 80 credits included
02 Level 1

Analyze a trial balance and general ledger

Use ChatGPT to speed up trial-balance and general-ledger review while preserving a rigorous professional control approach

Prepare a trial balance for analysis Read movements and unusual balances Identify unusual accounts and infrequent transactions Analyze inconsistent debit or credit balances Compare periods, entities and reporting scopes Develop several hypotheses before drawing conclusions Build a list of items requiring investigation Workshop: produce an analytical review of a trial balance
📚 8 lessons ⏱ 3 to 5 h 🎯 Quiz included ⚡ 80 credits included
03 Level 1

Review accounting entries

Design targeted, traceable accounting-entry controls with ChatGPT and prioritize them according to risk

Define control rules for an accounting entry Analyze dates, journals, accounts and descriptions Detect duplicates and unusual amounts Check balancing and supporting-document consistency Identify unusual account combinations Rank anomalies by severity Document evidence, exceptions and conclusions Workshop: build an accounting-entry control log
📚 8 lessons ⏱ 3 to 5 h 🎯 Quiz included ⚡ 80 credits included
Close, Reconciliations & Working Capital Bundle 3 courses Niveau 2
🎓 Certificate : ChatGPT — Close, Reconciliations & Working Capital
📚 3 courses 📖 24 lessons ⏱ 9 to 15 h ⚡ 300 credits included

38,70 €

28,90 excl. VAT

Savings : 9,80 €

04 Level 2

Prepare an accounting close

Organize a ChatGPT-assisted close while securing cut-off, controls, account support and blocking issues

Build a close checklist Plan cut-off activities and recurring tasks Prepare expense and revenue controls Analyze provisions and accruals Monitor suspense and clearing accounts Document account reconciliations and support Prepare the final review and identify blockers Workshop: build a monthly close file
📚 8 lessons ⏱ 3 to 5 h 🎯 Quiz included ⚡ 100 credits included
05 Level 2

Reconcile and substantiate accounts

Speed up reconciliations and account substantiation with ChatGPT while keeping unresolved differences and the audit trail visible

Define a reconciliation approach Prepare data from two sources Identify exact and probable matches Analyze differences in date, amount and reference Handle unreconciled items Maintain an audit trail for reconciliations Prepare an account-balance substantiation Workshop: reconcile two extracts and explain the differences
📚 8 lessons ⏱ 3 to 5 h 🎯 Quiz included ⚡ 100 credits included
06 Level 2

Analyze customers, suppliers and working capital

Combine customer, supplier and cash data to understand working capital without automating high-impact business decisions

Analyze an accounts-receivable aging report Prioritize overdue balances and collection risk Analyze suppliers and payment due dates Identify disputes and long-outstanding items Relate DSO, DPO and working capital to the data Prepare cash-in and cash-out scenarios Recommend actions with explicit assumptions Workshop: produce an actionable working-capital brief
📚 8 lessons ⏱ 3 to 5 h 🎯 Quiz included ⚡ 100 credits included
Data, Reporting & Forecasting Bundle 3 courses Niveau 3
🎓 Certificate : ChatGPT — Data, Reporting & Forecasting
📚 3 courses 📖 24 lessons ⏱ 9 to 15 h ⚡ 360 credits included

47,70 €

35,90 excl. VAT

Savings : 11,80 €

07 Level 3

Work with Excel and CSV files in Finance

Use ChatGPT on Finance files while keeping data cleaning, transformations, controls and reconciliations verifiable

Import and describe a Finance file Check columns, data types and periods Clean duplicates and missing values Build aggregates and control tables Create verifiable formulas and transformations Compare multiple files Identify anomalies before reporting Workshop: produce a reconciled control file
📚 8 lessons ⏱ 3 to 5 h 🎯 Quiz included ⚡ 120 credits included
08 Level 3

Produce management reporting and commentary

Turn Finance data into structured, factual and actionable reporting and management commentary

Define the audience and key messages Compare actuals, budget and prior year Break down significant variances Distinguish facts, assumptions and recommendations Build useful tables and charts Write concise management commentary Challenge an overly assertive conclusion Workshop: produce a commented monthly report
📚 8 lessons ⏱ 3 to 5 h 🎯 Quiz included ⚡ 120 credits included
09 Level 3

Budgeting, forecasting and scenarios

Build ChatGPT-assisted budgets and forecasts with explicit assumptions, comparable scenarios and controlled uncertainty

Structure budget assumptions Build a base-case scenario Create upside and downside scenarios Analyze sensitivity to key variables Compare forecast with actuals Document sources and assumptions Avoid false precision in projections Workshop: prepare a well-supported forecast
📚 8 lessons ⏱ 3 to 5 h 🎯 Quiz included ⚡ 120 credits included
Cash, Control & Audit Bundle 3 courses Niveau 4
🎓 Certificate : ChatGPT — Cash, Control & Audit
📚 3 courses 📖 24 lessons ⏱ 9 to 15 h ⚡ 420 credits included

56,70 €

42,90 excl. VAT

Savings : 13,80 €

10 Level 4

Cash management and cash flow

Use ChatGPT to prepare and challenge a cash forecast linked to operational assumptions

Distinguish profit, cash flow and cash position Classify cash receipts and payments Build a cash forecast Identify funding peaks and surplus cash Analyze forecast variances Test liquidity scenarios Set alerts and monitoring thresholds Workshop: produce an annotated cash plan
📚 8 lessons ⏱ 3 to 5 h 🎯 Quiz included ⚡ 140 credits included
11 Level 4

Internal control and Finance procedures

Formalize Finance processes, risks, controls and evidence with ChatGPT without transferring accountability for internal control

Map a Finance process Identify risks and control points Distinguish preventive and detective controls Formalize responsibilities and expected evidence Design a risk-control matrix Test the quality of a procedure Update a control after an incident Workshop: produce a controllable Finance procedure
📚 8 lessons ⏱ 3 to 5 h 🎯 Quiz included ⚡ 140 credits included
12 Level 4

Audit work with ChatGPT

Prepare audit work with ChatGPT while clearly separating sampling, evidence, findings, causes, risks and recommendations

Define the audit objective, scope and population Prepare a test plan Select samples to challenge Analyze exceptions and trends Document evidence requests Summarize findings and impacts Separate observation, cause, risk and recommendation Workshop: build an auditable review file
📚 8 lessons ⏱ 3 to 5 h 🎯 Quiz included ⚡ 140 credits included
Compliance, Automation & Finance Mastery Bundle 3 courses Niveau 5
🎓 Certificate : ChatGPT — Compliance, Automation & Finance Mastery
📚 3 courses 📖 24 lessons ⏱ 9 to 15 h ⚡ 480 credits included

74,70 €

48,90 excl. VAT

Savings : 25,80 €

13 Level 5

Tax, compliance and the limits of AI

Use ChatGPT to prepare tax or compliance analysis without confusing assistance, official sources and expert validation

Identify tax information that depends on context Prepare research without inventing the rule Distinguish general rules from case-specific treatment Verify date, jurisdiction and source Document points requiring confirmation Avoid automating tax decisions Prepare a memo for expert validation Workshop: audit an AI-generated tax response
📚 8 lessons ⏱ 3 to 5 h 🎯 Quiz included ⚡ 160 credits included
14 Level 5

Automate Finance workflows with ChatGPT

Design AI-assisted Finance workflows in which approvals, exceptions, stop conditions and traceability remain explicit

Identify a repetitive task suitable for automation Separate AI steps from deterministic steps Structure inputs and outputs Add approvals and stop conditions Handle errors, missing data and exceptions Track versions and results Measure time saved and rework rate Workshop: design a supervised Finance workflow
📚 8 lessons ⏱ 3 to 5 h 🎯 Quiz included ⚡ 160 credits included
15 Level 5

Complete professional project — Finance & Accounting

Apply the full pathway in an end-to-end Finance case supported by ChatGPT and defensible in a professional review

Define period, entity, data and responsibilities Check the quality of source extracts Analyze the trial balance and accounting entries Reconcile and substantiate key accounts Prepare provisions, cut-off and controls Build reporting and management commentary Compile evidence and document limitations Final workshop: present and defend an AI-assisted close
📚 8 lessons ⏱ 3 to 5 h 🎯 Quiz included ⚡ 160 credits included