The role track for finance and accounting professionals — analysts, accountants, bookkeepers and finance managers who've done AI Foundations. Use ChatGPT, Claude, Copilot and Gemini for the real work: Excel and analysis, month-end, variance commentary, forecasts, board packs and client communication — with the verification discipline finance demands, and Nova grading your prompts on real scenarios. Three weeks, hands-on, no code.
AI Foundations — optional basics (free)
Week 0 · 20 lessons
Beyond the chatbox: what AI assistants really are
How the model "thinks" — and why it changes how you ask
The capability map: what AI does brilliantly
The limits: hallucination, freshness, and what never to trust it with
Your first real win: turn a 30-minute task into 3
Context is everything: give it what it needs to know
Give it a role and a goal
Week 1 — The Finance Professional's AI Toolkit
Week 1 · 5 lessons
Your unfair advantage: the analyst's brief
Excel and Sheets: formulas, clean-ups, and explanations
Reading statements and reports with AI
The verification discipline: numbers, hallucination, audit trail
Confidentiality: what never goes in the chatbox
Week 2 — The Workflows
Week 2 · 5 lessons
Month-end helpers: reconciliations and exceptions
Budgets and forecasts: build the story, stress-test it
Variance commentary and management reporting
Client and stakeholder communication
Board packs and presentations
Week 3 — The Operator
Week 3 · 5 lessons
Smarter decisions: scenarios, trade-offs, pre-mortems
Research and standards: honest AI, verified sources
Your finance prompt library
Guardrails: accuracy, fraud risk, professional duty
Milestone: the month-end pack (graded)
Week 4 — The Finance Automation Layer
Week 4 · 3 lessons
Prompt chains for the reporting cycle
Saved templates and macros for recurring finance work
Practical: build a reusable month-end chain
Week 5 — Your Finance AI Assistant
Week 5 · 3 lessons
Building a finance assistant that speaks your organisation's language
Testing it before finance relies on it
Practical: ship a tested finance assistant
Week 6 — Capstone: The Finance AI Operating System
Week 6 · 3 lessons
Auditing your reporting month: what the system actually runs
Running it as a documented, auditable system
Capstone: deliver the finance AI operating system
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A senior, self-paced track — no placement test. Jump straight into lesson 1, free.
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Capstone: The Finance AI Operating System
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Constraints and format: define what "good" looks like
Show, don't tell: examples and templates
Iterate like a pro: steer, don't restart
Documents and reports: summarise, extract, and draft better
Spreadsheets and data: Excel formulas, analysis, and charts
Presentations: from blank page to a solid deck
Long, messy input: transcripts, threads, notes, and screenshots
ChatGPT, Claude, Copilot, Gemini: which to reach for, and when
Make smarter decisions: AI as your thinking partner
Chaining steps: multi-part tasks done reliably
Your prompt library: reusable templates that save hours
Staying safe: privacy, accuracy, and company data
Capstone: do a real task end-to-end (graded) → your certificate