Automated Financial Reporting with AI
55mIntermediate2025-07-09
Authors
Glenn Hopper
Course details
In this course, Glenn Hopper—a CFO, author, speaker, and consultant—explores how AI revolutionizes financial reporting through advanced automation and intelligent storytelling. Learn to streamline finance operations by leveraging machine learning for predictive analytics. Discover how to use generative AI to automate your financial narratives, transforming financial reports into comprehensive stories that engage stakeholders. Explore practical applications, including building forecasting models and crafting insightful narratives using tools like ChatGPT. This course covers key topics like feature engineering, data validation, narrative automation, and ethical considerations of AI in finance. When you complete this course, you'll be able to make data-driven decisions with clarity and precision, supported by robust reporting workflows.
Learning objectives
Apply the fundamentals of AI, ML, and Generative AI within a corporate finance context.
Develop foundational ML-based predictive models for financial forecasting and analysis.
Compose stakeholder-ready summaries and scenario narratives using Generative AI.
Implement an end-to-end automated financial reporting pipeline—from data ingestion to final report output.
Define governance, compliance, and ethical considerations when deploying AI-driven financial reporting solutions.
Learning objectives
Apply the fundamentals of AI, ML, and Generative AI within a corporate finance context.
Develop foundational ML-based predictive models for financial forecasting and analysis.
Compose stakeholder-ready summaries and scenario narratives using Generative AI.
Implement an end-to-end automated financial reporting pipeline—from data ingestion to final report output.
Define governance, compliance, and ethical considerations when deploying AI-driven financial reporting solutions.
Skills covered
AI for Business FoundationsAccounting SkillsFinance and AccountingArtificial Intelligence for BusinessOne-Off
Concepts
0. Introduction
- 01 - Automating financial reporting with AI
- 02 - What this course delivers
1. Foundations of AI in Corporate Finance
- 03 - Key terms - AI, machine learning (ML), and generative AI
- 04 - Benefits of automating reports
2. Building ML-Based Predictive Models
- 05 - Data collection and cleaning
- 06 - Feature engineering for finance
- 07 - Choosing the right ML model
- 08 - Forecasting cash flow
3. Using Generative AI for Reports
- 09 - How to create reports with generative AI
- 10 - Writing effective AI prompts
- 11 - Use cases for AI reports
- 12 - Ensuring compliance and ethics
4. Optimizing AI-Powered Reports
- 13 - Automating report delivery
- 14 - Continuous improvement and model updates
Conclusion
- 15 - Key takeaways and next steps