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.
ChatGPT is a cross-functional professional tool used to analyze, write, summarize, structure information, support decisions, produce deliverables, automate selected tasks and assist day-to-day business activities. The ChatGPT Core pathway builds the shared foundation: onboarding, prompting, context, documents, analysis, productivity, automation, API usage and advanced capabilities. From this foundation, the role-based pathways adapt methods, examples, deliverables, risks and use cases to real professional practices: Accounting & Finance, Project Managers & PMO, Consultants & Business Analysts, Developers, HR & Recruitment, Sales, Managers, Marketing & Communication, Small Businesses and SAP. The goal is not to repeat the same course ten times, but to turn general ChatGPT skills into capabilities directly usable in each profession.
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
⭐ Best value
Complete Bundle — 15 ChatGPT courses
GPT01 → GPT15 · 3,000 credits included
142,90 € excl. VAT
Savings : 104,60 €
29,70 €
22,90 excl. VAT
Savings : 6,80 €
Using ChatGPT effectively in Finance
Position ChatGPT as a Finance professional’s assistant while keeping value, risk, data protection and human validation under control
Course information
Finance, accounting, controlling and audit professionals who want to use ChatGPT in concrete business situations.
No specific prerequisite. Familiarity with everyday professional digital tools is recommended.
- Position ChatGPT as an assistant for Finance professionals
- Distinguish assistance, calculation, analysis and professional validation
- Ask for explicit assumptions and limitations
- Workshop: assess Finance use cases by value and risk
- Position ChatGPT as a Finance professional’s assistant while keeping value, risk, data protection and human validation under control
- Identify Finance tasks where ChatGPT can add real value
- Protect accounting data and sensitive information
- Workshop: assess Finance use cases by value and risk
3 to 5 h
9,90 € excl. VAT
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
Course information
Finance, accounting, controlling and audit professionals who want to use ChatGPT in concrete business situations.
A working knowledge of the foundations covered earlier in the pathway is recommended. This course builds on concepts introduced in previous courses.
- Prepare a trial balance for analysis
- Identify unusual accounts and infrequent transactions
- Develop several hypotheses before drawing conclusions
- Workshop: produce an analytical review of a trial balance
- Use ChatGPT to speed up trial-balance and general-ledger review while preserving a rigorous professional control approach
- Read movements and unusual balances
- Compare periods, entities and reporting scopes
- Workshop: produce an analytical review of a trial balance
3 to 5 h
9,90 € excl. VAT
Review accounting entries
Design targeted, traceable accounting-entry controls with ChatGPT and prioritize them according to risk
Course information
Finance, accounting, controlling and audit professionals who want to use ChatGPT in concrete business situations.
A working knowledge of the foundations covered earlier in the pathway is recommended. This course builds on concepts introduced in previous courses.
- Define control rules for an accounting entry
- Detect duplicates and unusual amounts
- Rank anomalies by severity
- Workshop: build an accounting-entry control log
- Design targeted, traceable accounting-entry controls with ChatGPT and prioritize them according to risk
- Analyze dates, journals, accounts and descriptions
- Identify unusual account combinations
- Workshop: build an accounting-entry control log
3 to 5 h
9,90 € excl. VAT
38,70 €
28,90 excl. VAT
Savings : 9,80 €
Prepare an accounting close
Organize a ChatGPT-assisted close while securing cut-off, controls, account support and blocking issues
Course information
Finance, accounting, controlling and audit professionals who want to use ChatGPT in concrete business situations.
A working knowledge of the foundations covered earlier in the pathway is recommended. This course builds on concepts introduced in previous courses.
- Build a close checklist
- Prepare expense and revenue controls
- Document account reconciliations and support
- Workshop: build a monthly close file
- Organize a ChatGPT-assisted close while securing cut-off, controls, account support and blocking issues
- Plan cut-off activities and recurring tasks
- Monitor suspense and clearing accounts
- Workshop: build a monthly close file
3 to 5 h
12,90 € excl. VAT
Reconcile and substantiate accounts
Speed up reconciliations and account substantiation with ChatGPT while keeping unresolved differences and the audit trail visible
Course information
Finance, accounting, controlling and audit professionals who want to use ChatGPT in concrete business situations.
A working knowledge of the foundations covered earlier in the pathway is recommended. This course builds on concepts introduced in previous courses.
- Define a reconciliation approach
- Identify exact and probable matches
- Maintain an audit trail for reconciliations
- Workshop: reconcile two extracts and explain the differences
- Speed up reconciliations and account substantiation with ChatGPT while keeping unresolved differences and the audit trail visible
- Prepare data from two sources
- Handle unreconciled items
- Workshop: reconcile two extracts and explain the differences
3 to 5 h
12,90 € excl. VAT
Analyze customers, suppliers and working capital
Combine customer, supplier and cash data to understand working capital without automating high-impact business decisions
Course information
Finance, accounting, controlling and audit professionals who want to use ChatGPT in concrete business situations.
A working knowledge of the foundations covered earlier in the pathway is recommended. This course builds on concepts introduced in previous courses.
- Analyze an accounts-receivable aging report
- Analyze suppliers and payment due dates
- Prepare cash-in and cash-out scenarios
- Workshop: produce an actionable working-capital brief
- Combine customer, supplier and cash data to understand working capital without automating high-impact business decisions
- Prioritize overdue balances and collection risk
- Relate DSO, DPO and working capital to the data
- Workshop: produce an actionable working-capital brief
3 to 5 h
12,90 € excl. VAT
47,70 €
35,90 excl. VAT
Savings : 11,80 €
Work with Excel and CSV files in Finance
Use ChatGPT on Finance files while keeping data cleaning, transformations, controls and reconciliations verifiable
Course information
Finance, accounting, controlling and audit professionals who want to use ChatGPT in concrete business situations.
A working knowledge of the foundations covered earlier in the pathway is recommended. This course builds on concepts introduced in previous courses.
- Import and describe a Finance file
- Clean duplicates and missing values
- Compare multiple files
- Workshop: produce a reconciled control file
- Use ChatGPT on Finance files while keeping data cleaning, transformations, controls and reconciliations verifiable
- Check columns, data types and periods
- Create verifiable formulas and transformations
- Workshop: produce a reconciled control file
3 to 5 h
15,90 € excl. VAT
Produce management reporting and commentary
Turn Finance data into structured, factual and actionable reporting and management commentary
Course information
Finance, accounting, controlling and audit professionals who want to use ChatGPT in concrete business situations.
A working knowledge of the foundations covered earlier in the pathway is recommended. This course builds on concepts introduced in previous courses.
- Define the audience and key messages
- Break down significant variances
- Write concise management commentary
- Workshop: produce a commented monthly report
- Turn Finance data into structured, factual and actionable reporting and management commentary
- Compare actuals, budget and prior year
- Build useful tables and charts
- Workshop: produce a commented monthly report
3 to 5 h
15,90 € excl. VAT
Budgeting, forecasting and scenarios
Build ChatGPT-assisted budgets and forecasts with explicit assumptions, comparable scenarios and controlled uncertainty
Course information
Finance, accounting, controlling and audit professionals who want to use ChatGPT in concrete business situations.
A working knowledge of the foundations covered earlier in the pathway is recommended. This course builds on concepts introduced in previous courses.
- Structure budget assumptions
- Create upside and downside scenarios
- Document sources and assumptions
- Workshop: prepare a well-supported forecast
- Build ChatGPT-assisted budgets and forecasts with explicit assumptions, comparable scenarios and controlled uncertainty
- Build a base-case scenario
- Compare forecast with actuals
- Workshop: prepare a well-supported forecast
3 to 5 h
15,90 € excl. VAT
56,70 €
42,90 excl. VAT
Savings : 13,80 €
Cash management and cash flow
Use ChatGPT to prepare and challenge a cash forecast linked to operational assumptions
Course information
Finance, accounting, controlling and audit professionals who want to use ChatGPT in concrete business situations.
A working knowledge of the foundations covered earlier in the pathway is recommended. This course builds on concepts introduced in previous courses.
- Distinguish profit, cash flow and cash position
- Build a cash forecast
- Test liquidity scenarios
- Workshop: produce an annotated cash plan
- Use ChatGPT to prepare and challenge a cash forecast linked to operational assumptions
- Classify cash receipts and payments
- Analyze forecast variances
- Workshop: produce an annotated cash plan
3 to 5 h
18,90 € excl. VAT
Internal control and Finance procedures
Formalize Finance processes, risks, controls and evidence with ChatGPT without transferring accountability for internal control
Course information
Finance, accounting, controlling and audit professionals who want to use ChatGPT in concrete business situations.
A working knowledge of the foundations covered earlier in the pathway is recommended. This course builds on concepts introduced in previous courses.
- Map a Finance process
- Distinguish preventive and detective controls
- Test the quality of a procedure
- Workshop: produce a controllable Finance procedure
- Formalize Finance processes, risks, controls and evidence with ChatGPT without transferring accountability for internal control
- Identify risks and control points
- Design a risk-control matrix
- Workshop: produce a controllable Finance procedure
3 to 5 h
18,90 € excl. VAT
Audit work with ChatGPT
Prepare audit work with ChatGPT while clearly separating sampling, evidence, findings, causes, risks and recommendations
Course information
Finance, accounting, controlling and audit professionals who want to use ChatGPT in concrete business situations.
A working knowledge of the foundations covered earlier in the pathway is recommended. This course builds on concepts introduced in previous courses.
- Define the audit objective, scope and population
- Select samples to challenge
- Summarize findings and impacts
- Workshop: build an auditable review file
- Prepare audit work with ChatGPT while clearly separating sampling, evidence, findings, causes, risks and recommendations
- Prepare a test plan
- Document evidence requests
- Workshop: build an auditable review file
3 to 5 h
18,90 € excl. VAT
74,70 €
48,90 excl. VAT
Savings : 25,80 €
Tax, compliance and the limits of AI
Use ChatGPT to prepare tax or compliance analysis without confusing assistance, official sources and expert validation
Course information
Finance, accounting, controlling and audit professionals who want to use ChatGPT in concrete business situations.
A working knowledge of the foundations covered earlier in the pathway is recommended. This course builds on concepts introduced in previous courses.
- Identify tax information that depends on context
- Distinguish general rules from case-specific treatment
- Avoid automating tax decisions
- Workshop: audit an AI-generated tax response
- Use ChatGPT to prepare tax or compliance analysis without confusing assistance, official sources and expert validation
- Prepare research without inventing the rule
- Document points requiring confirmation
- Workshop: audit an AI-generated tax response
3 to 5 h
24,90 € excl. VAT
Automate Finance workflows with ChatGPT
Design AI-assisted Finance workflows in which approvals, exceptions, stop conditions and traceability remain explicit
Course information
Finance, accounting, controlling and audit professionals who want to use ChatGPT in concrete business situations.
A working knowledge of the foundations covered earlier in the pathway is recommended. This course builds on concepts introduced in previous courses.
- Identify a repetitive task suitable for automation
- Structure inputs and outputs
- Track versions and results
- Workshop: design a supervised Finance workflow
- Design AI-assisted Finance workflows in which approvals, exceptions, stop conditions and traceability remain explicit
- Separate AI steps from deterministic steps
- Handle errors, missing data and exceptions
- Workshop: design a supervised Finance workflow
3 to 5 h
24,90 € excl. VAT
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
Course information
Finance, accounting, controlling and audit professionals who want to use ChatGPT in concrete business situations.
A working knowledge of the foundations covered earlier in the pathway is recommended. This course builds on concepts introduced in previous courses.
- Define period, entity, data and responsibilities
- Analyze the trial balance and accounting entries
- Build reporting and management commentary
- Final workshop: present and defend an AI-assisted close
- Apply the full pathway in an end-to-end Finance case supported by ChatGPT and defensible in a professional review
- Check the quality of source extracts
- Prepare provisions, cut-off and controls
- Final workshop: present and defend an AI-assisted close
3 to 5 h
24,90 € excl. VAT