This Essentials course shows finance and accounting staff how to use AI tools to work faster, while keeping accuracy and confidentiality front of mind. Use AI to speed up finance work – safely and accurately.
Accountancy practices, in-house finance teams, and bookkeepers.
- Repetitive, time-consuming finance tasks
- Worries about client confidentiality and AI
- Not sure where AI fits in finance work
- Falling behind competitors already using AI
- Use AI tools for summarising, drafting and analysing finance information
- Use AI alongside Excel and accounting software
- Check AI output for accuracy
- Apply data protection and confidentiality rules
- Spot tasks where AI can save time
- Finance-specific examples throughout
- Two afternoons (Wed and Fri, 1–5pm) — no full day out of the business
- Small groups — up to 12
- At our Richmond campus, at your workplace, or live online
- Practical and hands-on, led by an experienced tutor
- Time saved on routine tasks
- Safer, consistent AI use
- Staff ready for changes in the profession
- Book individual places on a scheduled course, or book the whole course for your team
- Team bookings: at our Parkshot campus in Richmond or at your premises, on dates by arrangement
- Free pre-course check: manager survey: tasks to automate, data rules
- Parkshot campus is a short walk from Richmond station (train, tube and Overground); parking is limited
- Contact [employer enquiries contact] for group rates