AI Fundamentals

Apply AI in your role

Career Development

Career development

Craft

Product

Engineering

Design

Marketing

Leadership fundamentals

Leadership

Founders

By Role

More

Future-proof your finance career by mastering AI tools, predictive modeling, and autonomous agents that handle real finance workflows.

Professor & AI Expert (510K+ Students)

General Motors

Samsung

HSBC

Barclays

Stellantis

Dr. Ryan Ahmed

Professor, AI expert, & YouTuber who has taught 500,000+ learners worldwide.

Cohort 1

AI Agents are rapidly transforming how business and finance teams operate. 6 months ago, building a DCF financial model took a junior analyst ~1 day. Today, a team of autonomous AI agents builds, audits, reports, and presents it in 10 minutes.Organizations are moving beyond spreadsheets and manual workflows toward AI-native systems, where intelligent agents analyze data, generate reports, and automate complex tasks.The problem: Most professionals still use AI for basic Q&amp;A and drafting emails; they lack the skills to build AI agents that execute real business and finance tasks autonomously.The solution: This bootcamp teaches you to build intelligent agents that reason, use tools, access data, and complete multi-step workflows automatically using Claude Code, Claude Cowork, and Copilot agents.What makes this bootcamp unique?<ul><li>AI Agent Workflows: Automate research, reporting, and operational tasks</li><li>Build AI Agents: Connect agents to financial data and generate insights, no coding required to start</li><li>Predictive Analytics: Use ML agents for forecasting, classification, and risk scoring</li><li>Autonomous Agent Teams: Deploy teams of agents that collaborate and improve continuously</li></ul>

Build AI Agents That Automate Business & Finance Workflows & Get Certified

Automate Business & Finance Workflows with AI Agents

Build Predictive Financial Models with AI Agents

Connect Agents to Financial Data with MCP

Build & Deploy Autonomous Finance Agent Teams

Master Agent Architectures & Guardrails

Capstone: Deploy an End-to-End Agent System

Finance Professionals &amp; Analysts wanting to automate workflows, build predictive models, and deploy AI agents for reporting and forecasting.

CFOs, Controllers &amp; Finance Managers who want to lead AI adoption and deploy autonomous agents for reconciliation and decision support.

Data-Savvy Accountants &amp; FP&amp;A Teams who want to move from manual spreadsheets to AI-powered workflows that analyze and forecast at scale.

Become an AI-powered accountant who achieves 3-5x efficiency gains while maintaining trust, accuracy, and professional judgment.

CEO of Model Citizn

PwC South Africa

KPMG

National Australia Bank - NAB

Investec

Lance Rubin

Leading financial modelling expert, Founder & CEO of Model Citizn

CEO, Co-Founder of TabAI

Columbia University

NeurIPS

ICLR

Andrew Siah

AI Researcher (NeurIPS, ICLR), Ex-HFT Quant, Physics @ Columbia.

This is the first of many co-horts for the future of accounting and finance with the AI-Powered series.

There is a lot of noise and theoretical concepts that lack sufficient practical hands-on application of AI, precisely where Accountants do their best work. In Excel!The landscape is moving fast, and tools are evolving quickly, but the training and adoption lag. This course fixes that.WHAT TO EXPECT5 sessions (3 Live, 2 Async ) Foundations + 9 modules·Total estimated hours of CPD 20-32 hrsCertification includedFoundations for accounting and finance professionals. We cover key elements of the what and the how of AI in relation to accounting and finance workflows. The growth mindset and human skills are also key elements of this course, not just the technical aspects.Hands-on real-world examples Cases developed from actual workflows in the real world—anonymised and translated to training. You'll gain first-hand experience in the same scenarios.Digital artefacts you'll build and keep<ul><li>Automated Excel and Power BI solutions</li><li>Library of effective AI prompts for finance</li><li>Change management templates for considering AI for your team</li><li>Video recordings and sample datasets for continued practice</li></ul>Tools you'll master TabAI,Anthropic Claude, Microsoft Co-pilot, Power BI, EXL Cloud &amp; XeroCohort max 50

Learn to build AI finance workflows that deliver.

Excel Fluency: Master spreadsheet fundamentals for AI integration

Data & Process: Optimize workflows and data practices for automation

Tech Assessment: Select the right AI tools for finance tasks

AI Concepts: Understand AI capabilities, limitations, and value

Growth Mindset: Embrace continuous learning in AI technology

Human Skills: Maintain strategic thinking and ethical judgment

Excel 

Accountants and finance professionals who want to use AI but don't know where to start

Management accountants and analysts drowning in manual data entry and reconciliation

Professionals skeptical of AI hype who want practical, battle-tested solutions

AI Fundamentals

Apply AI in your role

Career Development

AI Fundamentals

Career development

Craft

AI Fundamentals

Career development

Craft

AI Fundamentals

Career development

Craft

AI Fundamentals

Craft

AI Fundamentals

Leadership fundamentals

AI Fundamentals

Leadership fundamentals

By Role

AI for Finance Professionals

Cohort-based courses

You may be interested in