This program explores how AI modernizes Financial Operations, helping finance professionals design effective AI-enabled workflows. You’ll start by learning core AI strategy principles, aligning initiatives with financial goals, assessing ROI, and planning change supported by strategic development in Notion AI and system insights using Retool.
Financial Automation with Generative AI
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Financial Automation with Generative AI
This course is part of Generative AI for Finance and Accounting Specialization
Instructor: Edureka
Included with
Gain insight into a topic and learn the fundamentals.
Advanced level
Recommended experience
9 hours to complete
Flexible schedule
Learn at your own pace
What you'll learn
Identify key AI opportunities across financial workflows and core finance processes.
Apply Notion AI, Zapier, n8n, Contextual AI, and Retool to automate financial tasks.
Evaluate AI workflows for bias, security, compliance, transparency, and governance.
Create an AI-driven finance transformation plan integrating strategy, automation, and ethics.
Skills you'll gain
- Accounting
- Data Ethics
- Financial Data
- Financial Analysis
- Securities (Finance)
- Financial Management
- Workflow Management
- Financial Forecasting
- Generative AI
- Strategic Decision-Making
- Financial Reporting
- No-Code Development
- Data Governance
- Artificial Intelligence
- Data Management
- Financial Regulation
- Accounting and Finance Software
- Finance
- Responsible AI
- Automation
Details to know
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Recently updated!
December 2025
Taught in English
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This course is part of the Generative AI for Finance and Accounting Specialization
When you enroll in this course, you'll also be enrolled in this Specialization.
- Learn new concepts from industry experts
- Gain a foundational understanding of a subject or tool
- Develop job-relevant skills with hands-on projects
- Earn a shareable career certificate
There are 4 modules in this course
Learn how AI aligns with financial strategy and improves planning, decision-making, and operational efficiency. This module covers AI ROI, change management, ERP integration, financial data pipelines, and governance. Through Notion AI and Retool demos, you’ll build practical skills to design strategic AI plans and create secure, scalable financial AI ecosystems.
What's included
10 videos4 readings3 assignments1 discussion prompt
Explore how no-code AI tools automate key financial workflows such as financial close, reporting, expense management, and data processing. Using platforms like Zapier, n8n, and Contextual AI, you’ll learn to build multi-step automations, streamline financial operations, and troubleshoot workflow issues to improve efficiency without coding.
What's included
14 videos4 readings4 assignments
Understand how to use AI responsibly in finance by applying ethical principles, preventing bias, and ensuring transparency. This module also covers data security, audit controls, regulatory compliance, governance frameworks, and incident response, equipping you to design secure and risk-aware financial AI systems.
What's included
11 videos3 readings3 assignments
This module is designed to assess an individual on the various concepts and teachings covered in this course. Evaluate your knowledge with a comprehensive graded quiz.
What's included
1 video1 reading2 assignments1 discussion prompt
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Frequently asked questions
This course is ideal for finance professionals, analysts, operations managers, and business leaders interested in applying AI and no-code automation to modernize financial operations. No technical or coding experience is required.
The course covers AI strategy for financial organizations, ERP and data integration, no-code financial automation, workflow optimization, and responsible AI practices. You’ll gain hands-on experience using tools like Notion AI, Retool, Zapier, n8n, and Contextual AI to build AI-enabled financial workflows and governance frameworks.
Yes! The course includes interactive demos and practice assignments using Notion AI, Retool, Zapier, n8n, and Contextual AI. You’ll practice building automated workflows, preparing financial data, creating calendar assistants, extracting insights, and designing AI governance strategies.
More questions
Financial aid available,
¹ Some assignments in this course are AI-graded. For these assignments, your data will be used in accordance with Coursera's Privacy Notice.