A Section 8 Company Promoted by SHRM BIO TECHNOLOGIES Pvt Ltd
AI In Finance
& Accounting Analytics
Learn Finance. Analyse Data. Apply AI. Build Agents. Automate Finance.
If you are a finance or accounting professional or a student pursuing study for building career in accounting or finance or Chartered Accountant profession Start your journey in the fast‑growing world of using Artificial Intelligence in Finance and Accounting Analytics with SHRM Skills’ AI In Finance and Accounting Analytics program.
Traditional finance careers are increasingly moving beyond bookkeeping, spreadsheet preparation and routine reporting toward data-driven financial analysis, intelligent forecasting, automated reporting, AI-assisted decision-making and autonomous finance workflows
Designed for students pursuing study in commerce, finance, Chartered or Cost Accountant, MBA (Finance) and those Accounting and Finance profession this program uses finance-focused datasets, Excel exercises, Generative AI tools, AI Agent development and a guided Capstone Project so that participants graduate with demonstrable practical skills rather than only conceptual knowledge.
The program therefore develops capabilities progressively across seven interconnected areas:
Finance & Accounting → Data Analytics → Advanced Excel → AI/ML Fundamentals → Generative AI → AI Agents → Agentic AI & Automation
The AI-Powered Finance & Accounting Analytics program is a three-month, career-oriented professional program designed to prepare commerce, accounting and finance students for the rapidly evolving AI-enabled Finance Function. Students will learn not merely what AI technologies are, but how to apply them to practical finance and accounting problems
Ready to upskill as AI In Finance professional ?
Batch starts soon in Online Mode. 60 hours, 2.5 months, with Capstone Project of 12 hours
Eligibility & Course Structural Details
Structure :
Program Duration: 3 Months
Mode: Live Online / Instructor-Led
Live Learning: 60 Hours — 5-6 Hours per Week
Capstone Project: 12 Hours of guided/project work
Overall Learning Engagement: 72 Hours with Capstone Project
Capstone Project Start: Beginning of Month 3
Level: Foundation → Applied → Career-Oriented
Primary Focus: Finance, Accounting, Analytics, AI, Generative AI, AI Agents and Agentic Process Automation
Who are eligible :
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B.Com / B.Com (Hons.) students
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BBA / BMS students, particularly Finance specialisations
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M.Com and other postgraduate commerce students
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Students pursuing CA Foundation / Intermediate
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Students pursuing CMA/ICWA / CFA / CS
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Students pursuing Banking, Insurance, Financial Services, FinTech or Accounting programs
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Recent commerce/finance graduates seeking AI-oriented finance careers
Added prerequisites
Basic understanding of accounting and finance is desirable. No prior programming, Machine Learning or Artificial Intelligence experience is required.
Highly Structured Delivery at SHRM Skill Campus
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Concept → Demonstration → Lab → Business Application: Every major concept will be connected with a practical Finance or Accounting use case.
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Hands-on Learning: Extensive use of Excel, finance datasets, Generative AI platforms, no-code/low-code AI tools and AI Agent development environments.
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Case-Based Learning: Corporate finance, manufacturing finance, banking, financial services, audit, taxation/accounting practice and management reporting scenarios will be incorporated.
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Project-Based Learning: Capstone projects will begin from Month 2, enabling participants to progressively apply Data Analytics, Excel, GenAI and AI Agent concepts to an industry problem.
Why Chose SHRM Skill for training in AI In Finance
Program Uniqueness
Unlike a conventional course that teaches only Excel, Data Analytics or individual AI tools, this program integrates the complete evolution of the modern Finance professional. This creates a strong “Finance + Analytics + AI” professional profile for students entering an increasingly AI-enabled employment market.
The program and learning workflow creates a differentiated learning model
Finance
Knowledge
Data & Analytical Thinking
Advanced Excel & Financial Analytics
Statistics & Machine Learning
Generative AI
Finance AI Agents
Agentic AI & Process Automation
Capstone: AI-Powered Finance Solution
1. Develop strong Finance Analytics capabilities by understanding data, descriptive statistics, financial KPIs, analytical thinking and data-driven decision-making 2. Use Advanced Excel for Finance and Accounting Analytics, including financial modelling, PivotTables, dashboards, lookup functions, analytical functions, scenario analysis and management reporting 3. Understand fundamental AI, Machine Learning, Deep Learning and NLP concepts and identify appropriate finance problems for rule-based, statistical and data-driven AI solutions. 4. Apply Generative AI, AI Agents and Agentic AI to finance activities such as analysis, reporting, budgeting, reconciliation, audit support, financial research and workflow automation. 5. Solve a real-world Finance/Accounting problem through a Capstone Project, developing an industry-oriented portfolio project relevant to corporate finance, manufacturing, BFSI, financial services and professional accounting/CA practices.
Enhance your career opportunities with skills for using AI in key functions and Use cases
As a Finance and Accounting professional you need to perform several key tasks regularly, which takes time as well as are subject to several cross checks, validations, reviews. Students getting skilled through the course AI In Finance will learn not merely what AI technologies are, but how to apply them to practical finance and accounting problems. Key use cases that the course will address are given.
The program uses finance-focused datasets, Excel exercises, Generative AI tools, AI Agent development and a guided Capstone Project so that participants graduate with demonstrable practical skills rather than only conceptual knowledge. Several use cases will be discussed as part of course.
Key functions where AI could be enabled
1. Financial statement analysis 2. Budget vs. actual variance analysis 3. Revenue and expense analytics 4. Working capital analysis 5. Accounts receivable and payable analytics 6. Cash-flow forecasting 7. Financial risk identification 8. Customer and transaction analytics 9. Fraud/anomaly detection concepts 10. Management reporting 11. Financial planning and analysis 12. Audit and compliance support 13. Automated finance workflows 14. AI-assisted management decision support
Finance & Analytics Skills
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Financial data analysis • EDA • financial KPI analysis • variance analysis • working capital analytics • financial statement analytics • management reporting • dashboard interpretation
Technology Skills
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Advanced Excel • analytical dashboards • AI/ML fundamentals • Generative AI • Prompt Engineering • Context Engineering • AI Agent design • Agentic AI workflow design.
AI-for-Finance Skills
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Participants will understand how to:
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Analyse → Predict → Generate → Automate → Recommend
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while maintaining appropriate financial controls and human oversight.
Professional Skills
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Analytical problem solving
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Data storytelling | Business-process thinking
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AI-assisted decision-making
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Financial business communication |. Project presentation
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AI governance awareness
Key Skills to be Acquired by the participants
Students completing the program will develop a distinctive combination of Finance + Analytics + AI + Automation skills.
Some sample Finance uses cases that will be used in this course
The intended graduate profile is not simply a student who has “learned AI,” but an emerging finance professional who understands where AI creates value, how financial data should be analysed, how AI outputs must be validated, and how human financial judgement and intelligent automation can work together. To that end during the training several use cases will be used . Some sample ----->
Revenue Forecasting
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AI Use cases : Regression / Time Series with relevant Ai tools
Loan Default
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AI use cases : Classification with relevant AI tools
Customer Segmentations
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AI use cases : Clustering with relevant AI tools
Suspicious transaction
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AI use cases : Anomaly detection using relevant AI tools
Invoice/ document analysis
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AI use cases : Use of NLP AI tools
Financial document intelligence
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AI use cases : use of NLP & Gen AI models as AI tools
What you learn and coverage
The brief course learning modules :
The program follows a progression from Data → Analytics → Prediction → Generation → Agents → Automation → Business Transformation. 60 hours of training spread into 3 SECTIONS, 6 Modules PLUS Capstone Project of 12 hours.
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SECTION A Finance Analytics, Excel, Statistics & Foundations of AI/M (24 hours)
MODULE 1 — Fundamentals of Data Analytics for Finance
MODULE 2 — Data Analytics Using Excel for Finance & Accounting
MODULE 3 — Statistics, AI, ML, DL & NLP Fundamentals for Finance -
SECTION B : AI/ML Applications + Generative AI in Finance (24 hours)
MODULE 4 — Generative AI for Finance & Accounting
MODULE 5 — AI Agents for Finance Functions -
CAPSTONE PROJECT Allocation
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SECTION C : AI Agents, Agentic AI, Finance Automation & Integration (12 hours)
MODULE 6 — Agentic AI & Intelligent Finance Process Automation -
CAPSTONE PROJECT - (12 hours)
Career Scope for AI In Finance Skilled Professional
🌍 Career Scope for AI In Finance Professional
The program is designed to enhance employability for emerging AI-enabled Finance and Accounting roles, rather than positioning students as pure software developers or data scientists. Structured as upskilling program so that students / graduates in commerce, Finance, Accountant streams can make themselves future ready differentiating themselves as they make a career choice or try to make career shift. AI has already influenced these professions. This program is carefully crafted with hands on training with use cases on AI applications on key function to equip you to outsmart others.
💼 Career Opportunities
Graduates of SHRM’s AI In Finance program can pursue diverse roles :
• Better chance of entry into as better role in Accounting for freshers
• MBA Finance graduates can make a better penetration during placement
• Students pursuing CA will be able to crack better roles
• Career shift for those already in job
• Better chance of promotion across job hierrarchy
Potential career pathways with relevant program skills indicated.
The program can therefore complement conventional career tracks in CA/CMA practices, corporate finance, FP&A, banking, insurance, FinTech, NBFCs, consulting, audit, accounting, taxation, shared services/GCCs and manufacturing finance.
🚀 Why This Matters
AI has significantly influenced accounting and finance profession. At several stages still MS Excel is used as key accounting and finance database. Even for automated system, database download in Excel format are widely used for analytics. This is where AI In Finance course is focused to. Entire course is focused to decision making and addressing stakeholders concern. So persons learning AI In Finance from SHRM Skill will make a difference.
Explore our other AI enabled Programs•
FAQ
How this Ai In Finance course will assist moving from traditional Job requirement?
Traditional finance careers are increasingly moving beyond bookkeeping, spreadsheet preparation and routine reporting toward data-driven financial analysis, intelligent forecasting, automated reporting, AI-assisted decision-making and autonomous finance workflows. The course will address these
What are the areas where capabilities will be acquired using Finance AI enabled skill set?
The program therefore develops capabilities progressively across seven interconnected areas: Finance & Accounting → Data Analytics → Advanced Excel → AI/ML Fundamentals → Generative AI → AI Agents → Agentic AI & Automation
What kind of tools will be used to acquire required AI In Finance skill set
Extensive use of Excel, finance datasets, Generative AI platforms, no-code/low-code AI tools and AI Agent development environments enabling participants to progressively apply Data Analytics, Excel, GenAI and AI Agent concepts to an industry problem.
In What areas are of Accounting and Finance AI enabled skill set will be effective?
Finance Analytics, financial modelling, data analysis, reporting, budgeting, reconciliation, audit support, financial research and workflow automation, Revenue forecasting, Customer segmentation, Invoice/document analysis, Financial document intelligence
