• Understand the different uses of artificial intelligence in financial functions.
• Use AI tools to generate clear analyses, forecasts, and reports
• mastering the automation of recurring tasks.
• Exploit real data to produce insights with high added value.
• Use AI to structure strategic intelligence and carry out a sectoral benchmark.
• Identify governance, compliance and reliability issues related to AI.

Day 1 — AI at the service of financial transactions

‍1. AI in finance: overview (1h)

• Where is AI already involved in accounting, management, finance
• Differences between analytical, predictive, and generative AI
• Useful tools: Excel Copilot, Gemini, Perplexity, GPts

2. Automate recurring tasks (2 hours)

• Automatically generate management feedback
• Pre-fill activity reports or reports
• Workshop: transform an Excel file into a summary note

3. Financial forecasting with AI (1h45)

• Predict turnover or expenses based on history
• Simulate different budget scenarios
• Tools: Gemini/GPT/Excel IA

4. Practical workshop — Complete analysis of a file (1h45)

• Objective: write a financial diagnosis with the help of an AI
• Interpreting key figures (margins, costs, differences)

Day 2 — Decision support and financial management‍

• 5. Augmented reporting and financial communication (1h30)
• Generate a clear presentation based on numbers
• Summarize a table in 3 key points for a management
• Workshop: building an AI reporting page + commented slide

6. Strategic intelligence and benchmark (1h15)

• Search for sector indicators
• Comparing your results to those of the market
• Tools: Perplexity/GPT with sources

7. Governance, Risk, and Compliance (1h)

• Confidentiality of data
• Explainability of decisions made with AI
• GDPR compliance/auditability

8. Final workshop — Building your AI roadmap (1h30)

• Identify a concrete AI use case to integrate into your service
• Evaluate the impact, the risks, the necessary resources
• Writing an “AI & finance” project sheet

9. Analyzing your own files with AI (2 hours)

• Use an AI to work directly on your Excel files or business data.
• Prepare a table so that it can be read by an AI (e.g. clear columns, eigenvalues)
• Ask simple questions:
• Use Gemini or Copilot to extract key indicators or generate analysis
• Correct a table with the help of AI: inconsistent data, missing totals, discrepancies