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  1. Courses
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  3. GenAI for Automated Financial Reporting

GenAI for Automated Financial Reporting

Automate financial reporting with Gen AI! Learn LLMs, prompt engineering, and build hands-on tools like GPT AR reports, Gemini balance sheets, and AI consultants to save time and boost accuracy. Perfect for finance pros and tech-savvy analysts.

Manas  Dasgupta
Manas Dasgupta
Data Science | core | 1 hour 15 minutes |   Published: Jul 2025
In partnership with: Coursera

    Discussions

Overview

1.7kSTUDENTS*
96.3%RECOMMEND*

This course includes:

1 hour 15 minutes of on-demand video  
Certificate of completion  
Direct access/chat with the instructor 
100% self-paced online

Imagine you are tasked to complete the Quarterly Financial report of the company and you literally have no time in hand as the inputs have reached you too late. The manual process takes you almost two days. How can you automate it to shorten the many hours worth of work to minutes. Welcome to the  Automated Financial Reporting using Generative AI video course which will help you do just that. This comprehensive program introduces you to the world of Large Language Models (LLMs) and their applications in finance. You'll gain a solid understanding of Generative AI fundamentals and discover how these technologies are revolutionizing financial processes. Through expert-led instruction, you'll master the art of prompt engineering tailored for financial contexts, enabling you to communicate effectively with AI tools.

 

The heart of this course lies in its hands-on approach, featuring three practical tool projects that bring theory to life. You'll create a custom GPT for generating Accounts Receivable reports, build a Google Gemini "Gem" for automated Balance Sheet creation, and develop an Anthropic AI-powered financial consultant. These projects provide real-world experience in applying Generative AI to critical financial reporting tasks, from data analysis to report generation and financial advice.

 

Designed for financial professionals, data analysts, and technology leaders in the finance sector, this course equips you with the skills to harness AI for more efficient, accurate, and insightful financial reporting. You'll explore best practices in AI implementation, considering ethical implications and data security. By the end of this hour, you'll be prepared to lead the charge in modernizing financial reporting processes, staying ahead in the rapidly evolving intersection of finance and technology. 

Skills You Will Gain

AI based Financial Reporting
Generative AI in finance
Automated Balance Sheet Creation
AI-Powered Financial Analysis
Machine Learning Accounting Tools

Learning Outcomes (At the end of this program you will be able to)

  • Apply key concepts of Generative AI and Large Language Models (LLMs) based tools  in Automating financial reporting tasks.
  • Apply prompt engineering techniques to effectively communicate with AI models in a financial context.
  • Develop AI-powered tools for various financial reporting tasks using cutting-edge Gen AI platforms such as Open AI GPT, Google Gem and Anthropic Projects.
  • Apply Generative AI to explain Financial Reports and Audit Reports for anomalies . 

Prerequisites

To get started with this course, all you need is basic computer proficiency. No prior experience with AI, coding, or financial automation is required. If you're comfortable using everyday digital tools, you're ready to explore how Generative AI can transform financial reporting.

Who Should Attend

This course is designed for finance and accounting professionals who want to streamline their reporting processes using Generative AI. With just basic computer skills, you'll learn to automate tasks, enhance accuracy, and save valuable time in financial workflows.

Curriculum

Instructors

Frequently Asked Questions

How much do the courses at Starweaver cost?

We offer flexible payment options to make learning accessible for everyone. With our Pay-As-You-Go plan, you can pay for each course individually. Alternatively, our Subscription-Based plan provides you with unlimited access to all courses for a monthly or yearly fee.

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Yes, we do offer a certification upon completion of our course to showcase your newly acquired skills and expertise.

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Our course is designed with three levels to cater to your learning needs - Core, Intermediate, and Advanced. You can choose the level that best suits your knowledge and skillset to enhance your learning experience.

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Do you offer refunds?

Yes, we do offer a 100% refund guarantee for our courses within a specified time frame. If you are not satisfied with the course, contact our customer support team to request a refund with your order details. Some restrictions may apply.

*Where courses have been offered multiple times, the “# Students” includes all students who have enrolled. The “%Recommended” shown is also based on this data.
Manas  Dasgupta

Manas Dasgupta

As an instructor specializing in Generative AI, Manas has shared his expertise across esteemed global platforms such as Udemy, O'Reilly, and Packt. With a portfolio of bestselling courses spanning Data Science to Machine Learning, Manas's teaching philosophy centers on breaking down complex concepts into digestible, project-based modules. This hands-on approach enables learners to apply theoretical knowledge in practical settings, empowering them to thrive in the fast-evolving fields of AI and data science.

Driven by a passion for the intersection of education and technology, Manas founded Code4X.dev, an innovative EdTech platform focused on micro-learning in Data Science, Analytics, and Generative AI. The platform delivers bite-sized, application-oriented learning experiences tailored to fit the busy schedules of modern professionals. Through Code4X.dev, Manas is cultivating a dynamic community of learners equipped with the skills necessary to excel in today’s tech-driven landscape.

In addition to individual instruction, Manas also serves as a corporate trainer, delivering specialized training in Generative AI and Data Science to developers and business executives. These sessions blend technical depth with strategic insights, helping organizations leverage AI technologies for innovation and operational excellence. With a strong background in both industry and education, Manas consistently delivers high-impact training experiences tailored to the diverse needs of professionals at every stage of their career.

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1Module 1: Foundations of Generative AI in Financial Reporting
2Module 2: Implementing AI Tools for Financial Reporting
3Module 3: Advanced AI Applications and Best Practices

Segment 01: Introduction and Welcome

Segment 02: Introduction to Generative AI

Segment 03: Generative AI Use Cases in Financial Reporting

Segment 04: Mastering Prompt Engineering for Finance

Segment 05: Creating a Custom GPT with OpenAI

Segment 06: Fine-tuning Your Financial GPT

Segment 07: Developing a Google Gemini Gem for Balance Sheets

Segment 08: Developing an AI Financial Consultant

Segment 09: AI-Driven Anomaly Detection in Financial Statements

Segment 10: Best Practices for AI in Financial Reporting

Segment 11: Congratulations and Continuous Learning Journey