AI for Finance Professionals
The core AI skills, tools, and workflows every finance team needs. Practical demos across reporting, analysis, MIS, modelling, audit, tax, and automation.
The live demos use ChatGPT, Claude and Copilot — but the concepts apply across Gemini, NotebookLM, and your internal enterprise AI systems. Leave knowing exactly which tool to use, for which task, and how to make the output reliable for finance work.
AI is already in your industry.
The gap is knowing how to apply it well in your day-to-day work.
You use ChatGPT occasionally but don't know how to apply it to real finance work.
Your CFO or team is asking about AI — you don't have a clear starting point.
You've tried AI tools but got vague, hallucinated, or unusable outputs for finance tasks.
You do MIS, reporting, or modelling manually every month and know there's a better way.
You're unsure which AI tool to use for which task — Claude vs Copilot vs Gemini.
You worry about data privacy, hallucinations, and whether AI outputs can be trusted.
11 modules built around real workflows.
No generic AI theory — every module ties to a task you already do.
Core AI Fundamentals for Finance
Prompts, context, structured outputs and review loops. File uploads, memory, projects and custom instructions. How to avoid hallucinations and validate AI outputs.
AI Tool Components
Plugins, skills, connectors and agents — what they actually mean. How automations support recurring finance tasks. Choosing the right tool for each workflow.
Working With Finance Data
Clean messy accounting exports and trial balance data. Convert raw data into formatted financial statements ready for reporting, audit and review.
Financial Statement Analysis
Analyze liquidity, profitability, solvency and cash flow. Generate ratio commentary and red-flag observations with source-backed analysis.
MIS, Variance & CFO Reporting
Build monthly MIS workflows. Budget vs actual variance analysis. Draft management commentary and CFO presentation slides.
Excel & Financial Model Audit
Identify hardcoded numbers, broken formulas and inconsistencies. Use AI to test and validate spreadsheet logic before it reaches a senior.
Financial Modelling With AI
Build revenue, cost, working capital and tax schedules. Create integrated forecasts and scenario analysis with AI-improved structure and assumptions.
Tax, GST & Compliance
GST reconciliation and mismatch analysis. ITR filing support, compliance trackers and audit trails. Source-grounded guidance with no hallucinations.
Research & No-Hallucination Tools
Analyze annual reports, concall transcripts and filings. Benchmark competitors. Use NotebookLM and source-grounded workflows for reliable research.
Documents, Legal & Board Notes
Summarize finance, legal and board documents. Extract clauses, obligations and risks. Draft audit memos, board notes and policy documents.
Agents & Finance Automations
Build statement analyzers, Excel audit bots and market trackers. Automate MIS, compliance reminders and portfolio updates across AI platforms.
Apply AI to real work from day one.
Apply AI to real finance tasks from day one.
Choose the right tool for each workflow with confidence.
Get reliable, source-backed outputs instead of hallucinated guesses.
Automate recurring tasks like MIS, reporting and compliance.
Nirmal Rabari
India's AI Trainer · Corporate AI Consultant · Cyber Security Educator
Founder of NMR Infotech. Trained 10,000+ professionals at HDFC, Powergrid, and across colleges and enterprises in India and the GCC. 35+ keynote talks on AI, automation, and digital safety.
Practical. Hands-on. Immediately useful.
"The way the information was structured across both days was excellent. Hands-on case studies made every concept land."
"I now understand how to use different AI tools and in what ways. That clarity alone made the workshop worth it."
"Practical, well-structured use cases. Walked away knowing exactly where to apply these tools in real finance work."
Start using AI for real finance work.
~6 hours over 2 days · Online · Live + Self-paced recordings