• Understand the contributions of AI in accounting, management and financial analysis functions.
• Know automate common tasks (reports, comments, tables) using tools like ChatGPT, Excel Copilot, or Gemini.
• mastering the generation of simple forecasts, the comparison of data and the automated synthesis of information.
• Learn to structure its files for better exploitation by AI.
• Build an AI mini-project adapted to its business needs: time savings, reliability, management.

Day 1 — AI in everyday financial tasks1. Understanding AI (1h)

• What is artificial intelligence
• What is the purpose of a financial profession

2. Automating simple tasks (1h45)

• Write financial comments
• Generate tables or reports automatically

3. Predicting and analyzing with AI (1h45)

• Cash flow or budget forecasts
• Simple scenario calculations (e.g. +10% in sales)

4. Practical workshop: save 1 hour per month (1h45)

• Create an automatic report or table template
• Using Excel + Copilot or Gemini

Day 2 — Deciding better thanks to AI5. Do good reporting with AI (1h30)

• Summarize numbers
• Write a clear note from a chart

6. Search and compare (1h30)

• Use Perplexity for market intelligence or benchmark
• Find useful indicators for a sector

7. Understanding limits and risks (1h15)

• Possible mistakes with AI
• Confidentiality, verification, RGPD

8. Building your AI mini-plan (1h30)

• Choosing an AI idea to apply in your job
• Make a “my AI use case” sheet to test

9. Analyzing your own files with AI (2 hours)

• Asking questions from a file
• Summarize data or identify key points
• Correct or simplify a table