AI Enhanced FP&A : Using Claude, Copilot & Chat GPT

Descripción

Are you still spending hours on reports that AI can do in minutes? We are living through the biggest transformation in finance since Excel was invented. AI is not coming, it's already here, and it's reshaping how FP&A teams plan, analyze, forecast and report. The finance professionals who thrive in the next decade won't be the ones who know the most formulas. They'll be the ones who know how to work alongside AI. AI Enhanced FP&A is a hands-on, practical training built exclusively for FP&A professionals, analysts, and finance managers. No coding background needed. Just real AI tools applied to real finance work. What you’ll learn: • How to use ChatGPT and Copilot to generate variance commentary, clean data, and summarize financial trends • How to apply Excel Copilot for automating analysis, formulas, and recurring reports • How to enhance Power BI dashboards using built-in AI visuals and Smart Narrative • How to use Agent Mode in Excel to change the game in financial modelling • Real-world examples of applying Generative AI ( GenAI) in planning, budgeting, forecasting, and reporting • Best practices, limitations, and ethical use of AI in finance • Using Agent Mode in AI to build dashboards and financial models seamlessly • Use Claude to build, debug & QA financial models and besides cleaning standardizing messy finance data. • Claude Cowork — Go beyond chat with Skills, Plugins & powerful workflow capabilities to transform how you work with data Who this course is for: This course is perfect for: • FP&A professionals, Financial Analysts, and Finance Managers • Curious learners who want to stay ahead of the curve in the evolving finance landscape • Finance professionals who want to use ChatGPT, Excel Copilot, and Power BI to work faster, think smarter, and deliver insights that matter • Using AI in Finance for Day-to-Day Workflows Tools used in this course: • Microsoft Excel (Copilot features) • Power BI (AI visuals and Smart Narrative) • ChatGPT (prompting for finance use cases) • Claude Some demonstrations use features available only on paid versions of Microsoft Copilot, ChatGPT, and Claude. If you are on the free plans, you can still learn the concepts, but your outputs and available features may differ. No AI or coding background is needed , just a basic understanding of Excel, Power BI, and financial concepts. This Expert-led, Complete, and Proven Formula for Financial Planning and Analysis gives you the hands-on skills to bring AI into Financial Planning and Analysis workflows with confidence.

Lo que aprenderás

• Real-world examples of applying Generative AI ( GenAI) in planning, budgeting, forecasting, and reporting
• Use Agent Mode in AI to build dashboards and financial models seamlessly
• Use Claude to build, debug & QA financial models and besides cleaning standardizing messy finance data.
• How to apply Excel Copilot for automating analysis, formulas, and recurring reports
• How to use ChatGPT and Copilot to generate variance commentary, clean data, and summarize financial trends
• How to enhance Power BI dashboards using built-in AI visuals and Smart Narrative

Requisitos

• Basic knowledge of finance or FP&A processes Learners should be familiar with common financial terms, budgeting, forecasting, or financial reporting. 2. Working experience with Microsoft Excel You don’t need to be an expert, but comfort with formulas, tables, and basic data manipulation is expected. 3. Access to Excel, Power BI, and a ChatGPT account This course includes hands-on demonstrations — having access to these tools will help learners follow along effectively. 4. An open mindset toward using AI in day-to-day tasks No coding or prior AI experience is required just a curiosity to learn and apply AI in a finance context.
• Some demonstrations use features available only on paid versions of Microsoft Copilot, ChatGPT, and Claude. If you are on the free plans, you can still learn the concepts, but your outputs and available features may differ.