Udemy

AI In Action: Transforming Financial Operations

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  • 1,201 Students
  • Updated 7/2024
  • Certificate Available
4.4
(231 Ratings)
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Course Information

Registration period
Year-round Recruitment
Course Level
Study Mode
Duration
2 Hour(s) 2 Minute(s)
Language
English
Taught by
Simon Sez IT
Certificate
  • Available
  • *The delivery and distribution of the certificate are subject to the policies and arrangements of the course provider.
Rating
4.4
(231 Ratings)

Course Overview

AI In Action: Transforming Financial Operations

Explore the impact of AI on financial operations to enhance efficiency, accuracy, and data-driven decision-making.

**This course includes downloadable course instructor files to follow along.**


In "AI In Action: Transforming Financial Operations," you will explore how artificial intelligence revolutionizes the financial sector. You will learn about the evolution of AI in finance and its impact on efficiency and decision-making.


This course will guide you through setting up accounts and entities in Syft Analytics, understanding financial reporting and analysis, and drafting professional proposals and presentations using Tome. You will simplify accounting with SaasAnt Transactions and link them with QuickBooks Online (QBO).


Additionally, you will go beyond ChatGPT, exploring advanced tools like Bard, Cohere, and Dall-E for financial computations, analysis, and image creation. You will also learn to use Finchat for investor analysis and empower your financial future. You will gain proficiency in writing complex spreadsheet functions and using AI for problem-solving in spreadsheets.


By the end of this course, you will be equipped with practical skills to transform financial operations using AI. This course will give you a comprehensive understanding of AI tools and their applications in finance. You will enhance your ability to analyze financial data, create compelling presentations, and streamline accounting processes. These skills are essential for anyone looking to advance in the finance industry, making you more efficient and effective in your role.


In this course, you will be able to:

  • Explain the evolution and impact of AI in finance.

  • Set up accounts and entities in Syft Analytics.

  • Design financial statements using Syft Analytics.

  • Create polished proposals and presentations using Tome.

  • Simplify accounting processes with SaasAnt Transactions.

  • Utilize AI for advanced spreadsheet functions and problem-solving.


This course includes:

  1. 2 hours of video tutorials

  2. 22 individual video lectures

  3. Course files to follow along

  4. Certificate of completion

Course Content

  • 8 section(s)
  • 24 lecture(s)
  • Section 1 Introduction to the Course
  • Section 2 Setting up an Account and Entity in Syft Analytics
  • Section 3 Financial Reporting and Analysis using Syft Analytics
  • Section 4 Drafting Polished Proposals and Presentations using Tome
  • Section 5 Simplifying Accounting with SaasAnt Transactions
  • Section 6 Going Beyond ChatGPT; Bard, Cohere, Dall e, QWEN, Cohere
  • Section 7 Spreadsheets & AI
  • Section 8 Conclusion

What You’ll Learn

  • Explain the evolution and impact of AI in finance.
  • Set up accounts and entities in Syft Analytics.
  • Design financial statements using Syft Analytics.
  • Create polished proposals and presentations using Tome.
  • Simplify accounting processes with SaasAnt Transactions.
  • Utilize AI for advanced spreadsheet functions and problem-solving.


Reviews

  • M
    Marieta Jinao Manzo
    5.0

    Topics are very relevant. It has helped me a lot in my learning journey.

  • N
    Nicole Templa
    5.0

    the course is very informative and was discussed well.

  • A
    Abina John
    5.0

    good

  • P
    Princess Joie S. Pangilinan
    5.0

    The course was really interesting and useful. I liked how it showed the different ways AI can make financial work faster, more accurate, and help with smarter decision-making.

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