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Data UniverseDATA UNIVERSE
Data Universe / CursosCourses / Perfiles profesionalesProfessional Roles
IA por perfiles profesionalesAI by Professional Role ★ 4.7 / 5.0 (27 valoraciones verificadas · curso reciente)(27 verified ratings · recent course)

Gen AI & AI Agents for Finance, Accounting & Administration

Save hours weekly with AI: prompting, spreadsheets, document pipelines, agents, and professional safeguards

2h 39m de vídeoof video Todos los nivelesAll levels Certificado de finalización en UdemyCertificate of completion on Udemy

Curso íntegramente en inglés · Última actualización 8/2026 · 35 clases en 7 seccionesCourse entirely in English · Last updated 8/2026 · 35 lectures in 7 sections

Este curso está disponible solo en inglés. El programa, los objetivos y los requisitos se muestran en su idioma original, tal como están publicados en Udemy.This course is available in English only. The curriculum, objectives and requirements are shown in their original language, as published on Udemy.

Descripción detallada del cursoDetailed course description

Contenido en inglés, el idioma en que se imparte el curso.Content in English, the language the course is taught in.

Finance and accounting work is full of tasks that eat hours and follow predictable patterns. Chasing payments. Summarizing contracts. Extracting data from invoices and bank statements. Building formulas. Writing the narrative around the numbers. Modern AI does the first draft of all of it in seconds, and the professionals using it are already working faster than those who are not.

This course shows you exactly how, and how to do it safely.

Designed specifically for finance and accounting professionals with no technical background, this course starts by establishing two things that everything else depends on: what generative AI is genuinely good at in finance work, where it fails on arithmetic and precision, and the confidentiality rule you must apply before any client data touches an AI tool.

Qué aprenderás en este cursoWhat you'll learn in this course

Understand what generative AI genuinely does well in finance work and where it fails, including arithmetic and hallucinations.
Apply a clear confidentiality rule before entering any client data into AI tools, protecting your practice and your license.
Navigate the five categories of AI tools finance professionals actually use, from general assistants to embedded software agents.
Write prompts that get reliable answers for finance tasks including drafting, summarizing, research, and analysis.
Extract invoices, receipts, and bank statements into clean, categorized data using AI document capture tools and pipelines.
Use AI inside your spreadsheets for formulas, cleanup, reconciliation, and turning raw numbers into clear narrative reporting.
Build forecasting and scenario models with AI support while reading and challenging the results critically.
Understand what AI agents are and activate the ones already built into QuickBooks, Xero, and other tools you already pay for.
Build your own no-code agents with Zapier, Make, n8n, or Power Automate using five proven finance practice recipes.
Navigate the EU AI Act and other regulations, write your practice AI policy, and follow a concrete 30-day adoption roadmap.
Use AI tools confidently across drafting, document extraction, spreadsheet work, reporting, and financial analysis tasks.
Build document-to-ledger pipelines and no-code AI agents with review checkpoints built in at every critical step.
Protect client confidentiality and comply with data protection and AI regulations across all your AI-assisted workflows.
Write your practice AI policy and execute a 30-day adoption roadmap while avoiding the five most common mistakes.

A quién va dirigidoWho this course is for

  • Accountants and bookkeepers who want to automate document processing, reconciliation, and client communication with AI.
  • Practice owners and partners in accounting firms looking to increase capacity and margins without expanding headcount.
  • Finance managers and controllers who want to accelerate reporting, analysis, and month-end close using AI tools.
  • Tax professionals and advisors who want AI support for research, regulation summaries, and client-facing documentation
  • Financial analysts and FP&A professionals looking to use AI for forecasting, scenario modelling, and narrative reporting.
  • CFOs and finance directors who need to evaluate AI tools strategically and guide safe adoption across their teams.
  • Auditors and compliance professionals who want to understand AI capabilities, limitations, and regulatory obligations.
  • Freelance accountants and finance consultants who want to serve more clients and deliver higher quality work with AI.
  • Small business owners handling their own bookkeeping who want to automate repetitive financial admin work.
  • Students and early-career finance professionals who want AI fluency before it becomes a baseline hiring expectation.

Requisitos previosPrerequisites

  • No technical background required, this course is designed for finance and accounting professionals, not developers.
  • No prior experience with AI tools is needed, all concepts are introduced from scratch with finance-specific examples.
  • All you need is a device with internet access and a finance or accounting role where saving hours weekly would matter.

Programa completo del cursoFull course curriculum

Contenido en inglés, el idioma en que se imparte el curso.Content in English, the language the course is taught in.

7seccionessections
35claseslectures
2h 39mde vídeoof video
01Foundations3 claseslectures · 10m
  • What generative AI actually is, what it's genuinely good at, and where it fails4m
  • The rule before everything: client data and confidentiality3m
  • The 2026 map: five kinds of AI you'll meet in this course3m
02THE TOOLBOX: the AI tools that save finance professionals time, one by one6 claseslectures · 28m
  • General AI assistants: ChatGPT, Claude, Gemini and Copilot5m
  • AI for spreadsheets: Excel and Google Sheets6m
  • Document capture: invoices and receipts with Dext and similar tools6m
  • AI in accounting software: QuickBooks, Xero and Sage6m
  • Other AI tools: meetings, research and tax support5m
  • The 2026 Finance AI Tool Directory0m
03Your AI Assistant at Work5 claseslectures · 23m
  • Prompting for reliable finance results5m
  • Drafting emails, reminders, letters and client explanations6m
  • Summarizing contracts, regulations, reports and meetings6m
  • AI research: sources, verification and limitations6m
  • The Finance Professional's Prompt Playbook0m
04Documents to Data5 claseslectures · 20m
  • Why documents take time and how AI helps4m
  • Extracting invoices and receipts into tables5m
  • Turning bank statements into categorized transactions6m
  • Document-to-ledger workflow with human review5m
  • Documents to Data: The Complete Extraction Guide0m
05Spreadsheets & Analysis4 claseslectures · 17m
  • Formulas, data cleanup and reconciliation with AI6m
  • Analysis and reporting: turning numbers into insights6m
  • Forecasting, scenarios and critical review of AI results6m
  • The Spreadsheet AI Workbook0m
06AI Agents6 claseslectures · 30m
  • AI agents and the new AI coworkers6m
  • Using the agents already in your accounting tools6m
  • Building no-code agents with Zapier, Make, n8n and Power Automate6m
  • Five practical AI agent recipes for finance6m
  • Controls, approvals and human oversight6m
  • Build Your First Finance Agent, Step by Step0m
07Safe AI & Your Next 30 Days6 claseslectures · 30m
  • Accuracy and accountability: the numbers remain yours5m
  • Data protection, confidentiality and safe AI configuration6m
  • AI Rulebooks: EU AI Act, US Patchwork, and What to Know7m
  • Global AI rules and your practice AI policy6m
  • Your 30-day AI roadmap and five mistakes to avoid6m
  • The Safe AI Kit0m

Preguntas frecuentes sobre este cursoFrequently asked questions about this course

¿En qué idioma está el curso?What language is the course in?

Se imparte íntegramente en inglés. Todo el material del curso está en ese idioma. Puedes comprobar en Udemy si hay subtítulos disponibles para tu idioma.It is taught entirely in English. All course material is in that language. You can check on Udemy whether subtitles are available for your language.

¿Qué nivel se necesita?What level is required?

Está catalogado como todos los niveles. Los requisitos publicados por el instructor están en la pestaña de visión general, en el idioma del curso.It is listed as all levels. The requirements published by the instructor are in the overview tab, in the course language.

¿Cuánto dura y qué incluye?How long is it and what is included?

2h 39m de vídeo en 35 clases repartidas en 7 secciones, más el certificado de finalización de Udemy.2h 39m of video across 35 lectures in 7 sections, plus the Udemy certificate of completion.

¿Cuánto tiempo tengo acceso?How long do I have access?

Acceso de por vida en Udemy, con las actualizaciones incluidas y garantía de devolución de 30 días según las políticas de Udemy.Lifetime access on Udemy, with updates included and a 30-day refund guarantee under Udemy policies.

¿Se puede contratar para un equipo o empresa?Can it be arranged for a team or company?

Sí. Impartimos formación in-company partiendo de este contenido, adaptada al sector y al nivel del equipo. Usa el botón de solicitar formación y te contamos opciones.Yes. We deliver in-company training based on this content, adapted to your sector and your team level. Use the request training button and we will walk you through the options.

Valoración de los alumnosStudent ratings

4.7
★★★★★
27 valoraciones verificadas · curso reciente27 verified ratings · recent course

Las opiniones se gestionan y verifican en la plataforma Udemy. Puedes leerlas todas en la página del curso:Reviews are managed and verified on the Udemy platform. You can read them all on the course page: ver opiniones en Udemy →see reviews on Udemy →

Solicitud enviada. Te responderemos muy pronto.Request sent. We will get back to you very soon.