Modern Financial Operations(FinOps) with Generative AI
This program streamlines financial operations with AI, enabling finance teams and leaders to improve risk management, AP/AR automation, and financial analysis. You’ll start with AI for Financial Risk Assessment, automating credit checks, market insights, and compliance workflows using Flowise, ChatGPT, and Claude AI.
Then, in AI for Accounts Payable and Receivable Automation, you’ll simplify invoice processing, vendor communication, collections, and cash-flow forecasting through hands-on workflows built in Make.com with AI assistants.
Finally, in AI for Financial Analysis, you’ll apply Notion AI, n8n, ChatGPT, and Claude AI to automate forecasting, profitability analysis, benchmarking, and tax data extraction. The program ends with assessments and a capstone project demonstrating your integrated AI-powered finance workflow.
By the end of this program, you will be able to:
- Explain how AI elevates risk scoring, market modeling, compliance tracking, and audit readiness.
- Apply Flowise to automate policy retrieval and support rapid risk and compliance workflows.
- Build AP/AR automation flows with Make.com to optimize invoicing, reminders, and cash cycles.
- Generate AI-powered financial summaries, forecasts, and tax extraction using Notion AI and n8n.
- Design integrated finance workflows that improve accuracy, speed, and analytical depth.
- Evaluate AI-driven finance systems for security, fairness, compliance, and responsible oversight.
This program is designed for finance teams, analysts, AP/AR professionals, auditors, and business leaders aiming to modernize financial operations with AI. A background in finance or accounting is beneficial, but no technical expertise is required.
Learners require a reliable internet connection, a modern web browser, and access to commonly used AI and productivity tools; no specialized hardware or software installation is necessary.
Join us to transform how you assess financial risk, automate operations, and deliver strategi
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