• Understand The fundamentals of AI applied to management, finance and business management.
• Know Use AI to automate recurring tasks: reporting, forecasting, cost analysis.
• mastering using AI to produce clear reports, synthesize tables, and simulate scenarios.
• Discover Predictive analysis tools accessible without coding, from Excel or Google Sheets files.
• Structure, Clean and Operate Its data to obtain reliable results with AI assistants.
• Put into practice These skills through concrete workshops and build an AI plan adapted to your team.

Day 1 — Save time and make operations more reliable

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‍1. Understanding the contributions of AI in finance (1 hour)‍

• Difference between classical automation and AI
• Useful tools: Excel Copilot, Google Sheets + Gemini, specialized GPts

2. Concrete automation cases (1h45)‍

• Simulate a budget or cash flow forecast
• Generate accounting entries automatically
• Optimizing the BFR with an AI assistant

3. Practical workshop: automating a recurring task (1h30)‍

• Generate a monthly report or cost analysis
• Add automatic comments to an Excel table
• Tools: Excel + integrated AI (Copilot)

4. Discover predictive analytics without coding (1h15)‍

• Estimate cash flow or customer risk
• Use ready-to-use templates
• Understand the limits if the data is not clean

Day 2 — Deciding better with the right AI tools‍

‍5. Create clear relationships with AI (1h30)‍

• Summarize a spreadsheet, CRM, or raw data
• Write a Financial Report or Pitch Automatically
• Tools: Gamma, Canva AI, Custom GPT

‍6. Monitoring and Benchmarking with AI (1h45)‍

• Find Market Indicators or Compare Competitors
• Producing a sectoral summary sheet with Perplexity

‍7. Managing AI risks (1h30)‍

• Respect the RGPD, avoid biases, remain transparent
• Documenting an AI process in a financial function

‍8. Final workshop: creating your AI finance plan (1h45)‍

• Choosing an AI use case adapted to your team
• Define the tools to be tested
• Create a concrete AI mini-action plan for your job

9. Better prepare your data for AI (2 hours)‍

• Understand how to organize your files (Excel, CSV)
• Structuring your tables to make them “readable” by AI
• Identify errors or missing data
• Transform a history of sales or expenses into forecasts
• Workshop: correct a real table? Analyze it with Gemini or GPT