Build No-Code AI Agents for Finance

Looking for ways to automate finance workflows? In this course, unlock the blueprint for automating key finance workflows leveraging the power of no-code and AI tools. Beginning with common finance pain points, instructor Glenn Hopper shows you how to match each to core automation building blocks—trigger, transform, and notify—to streamline tedious, repetitive processes. Through hands-on demonstrations, learn how to connect and clean data, apply security best practices, and assemble a comprehensive variance analysis automation powered by an AI agent. By the end of this course, you’ll be equipped with the skills you need to deliver actionable finance insights through your team’s preferred channels, add human-in-the-loop quality checks, and adapt the reusable template for other high-impact workflows.

Learning objectives
Analyze the workflow process for building no-code AI agents in finance applications.
Create a structured workflow using n8n to automate financial document creation and data management.
Evaluate the integration of Google Sheets and Google Docs in a no-code environment to facilitate data ingestion and report generation.
Organize financial data by merging budget and actuals for streamlined analysis.
Apply no-code solutions to prepare finance data and automate variance, trend, and ratio analysis.
Define the roles and setup requirements for AI agents in analyzing financial performance metrics.
Explain the function of helper nodes in processing finance data for AI readiness.
Build AI-driven financial analysis using ChatGPT or similar models to provide executive insights.
Demonstrate the use of orchestration nodes to ensure sequential data processing and reporting.
Compile financial data into actionable reports for management using automated systems.