What skills will I gain from this course?

By the end of this course, you’ll be able to design AI strategies, automate financial workflows, streamline reporting and close processes, build no-code financial systems, and apply ethical and compliant AI practices. You will also be able to create a complete AI-driven finance transformation plan.

How long will it take to complete the course?

The course is designed to be completed in 4 weeks, with a recommended study pace of 3–4 hours per week. You can progress at your own pace, revisiting videos, readings, and practice exercises as needed.

Do I need programming knowledge to take this course?

No programming background is required. All tools and workflows are taught step by step using no-code platforms such as Zapier and n8n, along with intuitive AI tools like Notion AI and Contextual AI. A foundational understanding of finance is recommended to get the most out of the course.

What career opportunities can this course lead to?

Mastering AI for finance operations opens doors to roles in AI-enabled financial analysis, automation engineering, digital finance transformation, financial operations management, and AI governance. It also strengthens your ability to design and manage AI-powered financial workflows.

Will I receive a certificate upon completion?

Yes, you’ll receive a certificate of completion after successfully finishing all modules and assessments. This certificate validates your expertise in applying AI and automation in financial operations and enhances your professional profile.

How is this course different from other AI programs?

Unlike general AI courses, this program focuses on practical financial operations applications of AI. It emphasizes hands-on demos, real-world finance workflows, strategic planning, responsible AI practices, and tool-based exercises using Notion AI, Retool, Zapier, n8n, and Contextual AI.

What will I get if I subscribe to this Specialization?

When you enroll in the course, you get access to all of the courses in the Specialization, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile.

Is financial aid available?

Yes. In select learning programs, you can apply for financial aid or a scholarship if you can’t afford the enrollment fee. If fin aid or scholarship is available for your learning program selection, you’ll find a link to apply on the description page.

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

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4 modules

Gain insight into a topic and learn the fundamentals.

Advanced level

Recommended experience

9 hours to complete

Flexible schedule

Learn at your own pace

4 modules

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.

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Build your subject-matter expertise

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

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.

You’ll then apply No-Code AI Automation with Zapier, n8n, and Contextual AI to streamline financial close, reporting, expense processing, and research. Practical demos show how to build automated file workflows, AI-powered calendars, and data extraction processes that reduce manual work. Next, you’ll examine Ethics, Security, and Responsible AI in Finance, focusing on bias prevention, transparency, data protection, compliance, and auditability to ensure safe and trustworthy AI-driven operations. By the end of this program, you will be able to: - Define strategic AI opportunities and their impact on financial operations. - Build financial AI plans using Notion AI and integrate systems using Retool. - Automate financial close, reporting, and expense workflows using Zapier, n8n, and Contextual AI. - Monitor and improve AI-driven workflows for speed, accuracy, and scalability. - Apply ethical, secure, and compliant AI practices in finance. - Design and implement a comprehensive AI-driven financial transformation strategy. This program is designed for finance teams, operations leaders, analysts, and transformation managers aiming to modernize financial workflows through AI. A foundation in financial processes and enterprise tools will help maximize your learning experience. Learners need a reliable internet connection, a modern web browser, and access to commonly used AI and productivity tools; no specialized hardware or software setup is required. Join us to unlock the full potential of AI in Financial Operations, and transform the way your organization plans, automates, and governs finance with next-generation AI systems.

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

10 videosTotal 55 minutes

Specialization Introduction6 minutes
Course Introduction6 minutes
Aligning AI with Financial Strategy5 minutes
AI ROI Planning for Finance Functions5 minutes
Change Management for AI in Finance5 minutes
Demonstration: Developing Financial AI Strategies Using Notion AI5 minutes
AI Integration with ERP Systems5 minutes
Data Integration and Management for Financial AI5 minutes
AI Governance in Financial Organizations5 minutes
Demonstration: Building Integrated Financial AI Ecosystems in Retool4 minutes

4 readingsTotal 60 minutes

Course Overview15 minutes
Strategic AI in Finance and Accounting15 minutes
AI Integration in Financial Systems15 minutes
Module Summary: Strategic AI Applications in Financial Operations15 minutes

3 assignmentsTotal 27 minutes

Knowledge Check: Strategic AI Applications in Financial Operations15 minutes
Practice Assignment: AI Strategy for Financial Organizations6 minutes
Practice Assignment: AI Integration with Financial Systems6 minutes

1 discussion promptTotal 5 minutes

Introduce Yourself5 minutes

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

14 videosTotal 74 minutes

What are No-Code AI Platforms for Finance?4 minutes
No-Code Financial Process Automation5 minutes
Popular No-Code Platforms for Finance5 minutes
Benefits of No-Code AI Implementations for Finance4 minutes
Demonstration: Introduction to Zapier6 minutes
Automating Financial Close Processes4 minutes
Expense Management Automation4 minutes
Financial Reporting Automation4 minutes
Demonstration: File Detection, Upload, and Preparation Workflow Using Zapier6 minutes
Demonstration: AI Data Extraction and Spreadsheet Automation5 minutes
Monitoring Financial Workflow Performance4 minutes
Troubleshooting Financial Automation Issues4 minutes
Demonstration: Building an AI-Powered Calendar Assistant in n8n5 minutes
Demonstration: AI Powered Equities Research Assistant Using Contextual AI7 minutes

4 readingsTotal 60 minutes

No-Code AI Tools for Finance and Accounting15 minutes
Best Practices for Financial Process Automation15 minutes
Optimizing No-Code Financial AI Workflows15 minutes
Module Summary: No-Code AI Automation for Finance Workflows15 minutes

4 assignmentsTotal 33 minutes

Knowledge Check: No-Code AI Automation for Finance Workflows15 minutes
Practice Assignment: Introduction to No-Code Financial AI6 minutes
Practice Assignment: Building Advanced Financial Automations6 minutes
Practice Assignment: Optimizing Financial AI Workflows6 minutes

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

11 videosTotal 57 minutes

Ethics in AI-Driven Finance5 minutes
Ethical Dilemmas in Financial AI5 minutes
Bias Prevention in Financial AI4 minutes
Transparency in Financial AI Systems5 minutes
AI Accountability in Financial Decisions6 minutes
Financial Data Security in AI Systems6 minutes
Regulatory Compliance for Financial AI5 minutes
AI Audit and Control Frameworks4 minutes
AI Risk Management in Finance5 minutes
Data Governance for Financial AI5 minutes
Incident Response for Financial AI5 minutes

3 readingsTotal 45 minutes

Ethical AI Guidelines for Finance and Accounting15 minutes
Data Security and Compliance in Financial AI15 minutes
Module Summary: Ethics, Security, and Responsible AI in Finance15 minutes

3 assignmentsTotal 27 minutes

Knowledge Check: Ethics, Security, and Responsible AI in Finance15 minutes
Practice Assignment: Ethical AI in Financial Operations6 minutes
Practice Assignment: Data Security and Regulatory Compliance6 minutes

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

1 videoTotal 3 minutes

Course Summary3 minutes

1 readingTotal 30 minutes

Practice Project: Building an AI-Powered Financial Operations System for FinVerse Capital30 minutes

2 assignmentsTotal 60 minutes

End Course Knowledge Check: Financial Automation with Generative AI30 minutes
Designing an AI-Powered Finance Modernization Strategy30 minutes

1 discussion promptTotal 5 minutes

Describe Your Learning Journey5 minutes

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Add this credential to your LinkedIn profile, resume, or CV. Share it on social media and in your performance review.

Instructor

Edureka

120 Courses118,888 learners

Offered by

Edureka

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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.

To access the course materials, assignments and to earn a Certificate, you will need to purchase the Certificate experience when you enroll in a course. You can try a Free Trial instead, or apply for Financial Aid. The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.