AI in Finance using ChatGPT

About the Author

Jayen Thakker is the Founder of MetricMinds.in, an experienced analytics educator and consultant who has helped organizations bridge business and data through visualization, storytelling, and strategy. With 30+ years of experience across industries, he now focuses on empowering professionals with no-code and code based analytics and AI-assisted capabilities.

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Course Overview

Module 1: Introduction to AI in Finance

Understanding how AI transforms financial workflows and decision-making.

Module 2: Automating Financial Tasks

Using ChatGPT to streamline journal entries, reporting, and reconciliations.

Module 3: Data Cleaning & Financial Reconciliation

Leveraging AI to handle missing data, duplicates, and mismatched transactions.

Module 4: Forecasting & Predictive Insights

Building forecasting models and variance analysis with AI-guided tools.

Module 5: Risk Management & Fraud Detection

Applying AI logic for anomaly detection and financial integrity checks.

Module 6: Narrative Reporting & AI Tools

Creating financial stories using ChatGPT and exploring tools like Vic.ai, Excel Copilot.

What You'll Learn

Automate financial processes using AI prompts
Improve data accuracy and reconciliation speed
Perform AI-assisted forecasting and analysis
Create insightful narrative reports for stakeholders
Understand ethical and practical applications of AI in finance

What Finance Professionals Say

This training strengthened my understanding of AI in finance and gave me confidence to apply it in real scenarios.

- Finance Manager

Clear explanations and practical examples made AI concepts easy to understand and relevant to daily finance work.

- Finance Analyst

The program was well-structured, practical, and focused on real finance use cases—not just theory.

- Finance & Accounts Team

The training showed how AI can support reporting, compliance checks, and finance productivity.

- F&A Team Member

Testimonials collected anonymously from finance professionals (our past students).

Program Schedule

Session	Topic	Duration
1	Intro to AI & ChatGPT	2 hrs
2	Finance Automation	2 hrs
3	Reconciliation & Data Cleaning	2 hrs
4	Forecasting with AI	2 hrs
5	Risk & Compliance	2 hrs
6	Narrative Reporting	2 hrs