AI for Accounting and Finance

Learn how AI tools can boost accounting, spot risks, detect fraud, and create intelligent dashboards fast.

AI for Accounting and Finance

AI for Accounting and Finance is your beginner-friendly guide to using artificial intelligence in modern accounting and financial services. This online training shows you how AI tools can improve speed, accuracy, and decision-making in your day-to-day financial tasks.

You’ll discover how to quickly analyze large data sets, extract numbers from scanned receipts and images, and build smart dashboards in Excel using AI features. Learn how natural language queries let you ask simple questions, and get charts, graphs, or summaries in seconds. No coding or technical background is required.

Designed for early-career accountants, bookkeepers, and financial analysts, this course uses practical examples to help you apply AI in real office tasks. You’ll also explore AI’s role in risk analysis, fraud detection, and document processing across different file types like PDFs and images.

By the end of the course, you’ll be able to save time, reduce errors, and unlock insights using easy-to-access AI tools, including Excel AI and ChatGPT. You’ll also be better prepared for promotions and new opportunities in the fast-changing world of finance.

If you want to stay ahead in accounting and finance, learning how to use AI is more important than ever. This course gives you the skills to work smarter, not harder, and helps you stand out in today’s AI-driven workplace.

In this course, you will learn:

  • Explain how AI tools are transforming accounting and finance roles.
  • Identify common types of AI used in financial services.
  • Analyze large financial data sets using AI-powered tools.
  • Extract numbers from receipts and invoices with AI OCR.
  • Convert handwritten financial records into digital data using AI.
  • Create professional accounting dashboards in Excel with AI features.
  • Write strong AI prompts for better financial data insights.
  • Use natural language queries to generate charts and summaries.

Course Format

  • This is a video-led course. You can preview some videos below.
  • This course includes course instructor files and practice exercises.

Course Certificate Included

This course includes an optional online quiz that will generate a course certificate upon completion.

14-Day Guarantee

We offer an unconditional, 14-day, full money-back guarantee, no questions asked. This is our way of ensuring you have complete confidence in your Stream Skill purchase. If you don’t learn, you don’t pay.

Why Trust Us?

Stream Skill is part of the Simon Sez IT family and has been in business 14+ years and taught over 1 million students in that time. We’ve created over 130 software training courses, 8,000+ video tutorials, and we’ve helped thousands of people across the world learn how to use Microsoft Office. We’ve now created Microsoft Excel courses for the last five versions and continue to help people get to grips with this essential tool.


Your Instructor


Simon Sez IT
Simon Sez IT
Simon Sez IT makes business and technical software simple to learn.

Our most important goal is to help learners build and strengthen your software skills. We focus on simplicity but explain things in the detail they deserve. Simon Sez IT subject matter experts bring passion, knowledge and practical insights to video-based courses and practice exercises – all designed to help learners immediately apply your new knowledge and master your learning goals.

This is why more than a million learners have relied on Simon Sez IT since 2008.

Course Curriculum


  Section 1: Course Introduction
Available in days
days after you enroll
  Section 2: Navigating Accounting Records with AI
Available in days
days after you enroll
  Section 3: Reconciling Data with AI's Object Character Recognition (OCR)
Available in days
days after you enroll
  Section 4: AI-Powered Fraud Detection
Available in days
days after you enroll
  Section 5: AI-enabled Risk Analysis
Available in days
days after you enroll
  Course Close and Quiz
Available in days
days after you enroll

Frequently Asked Questions


When does the course start and finish?
The course starts now and never ends! It is a completely self-paced online course - you decide when you start and when you finish.
How long do I have access to the course?
How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 14 days and we will give you a full refund.
Can I try a course I'm interested in before I purchase a course or membership?
Absolutely. The first set of videos for each course is free. Our thinking is that this allows you to hear the teacher's voice and see the visuals. To watch a free video, just click onto the course of interest. Then click the video lesson that has the “Preview" button.
What if I have questions or problems while I'm watching my tutorial?
Should you have any problems using the system, we offer free technical support to customers. Just send an email to [email protected] and we will respond promptly.
Can I get my money back if I'm not satisfied?
We offer an unconditional 14-day full money back guarantee – with no questions asked. As a result, you can rest assured that you can make your purchase in complete confidence. Our motto is “If you don't learn, you don't pay." Thanks to our 14 days risk-free offer, you can test-drive a course and make sure it's what you had in mind. We are committed to your total satisfaction!
If I register for a monthly or annual membership, will my credit card get charged automatically at the end of each pay period?
If you sign up for a monthly or annual membership, your subscription will renew automatically. Customers are welcome to cancel their recurring subscription at any time.
Will your videos work with Mac computers?
All of our courses are compatible with both Windows (PC) and Mac computers.
Will your videos work with iPhone, iPads, and Android devices?
All of our courses are compatible with iPhones and iPads and most Android devices. If you are looking to confirm that it works for you, feel free to view the free preview videos offered for each course.
Can I view your online training from any computer?
Any computer or mobile device with an Internet connection can be used for our online training courses.
Do you offer any online quizzes or testing tools?
Yes. The course tests can be used as testing tools or to earn a Certificate of Completion for a given course. The Certificate of Completion can be earned with a passing grade of 70%.
Do you offer Certificates of Completion?
Certificates of Completion are automatically generated when you complete a course, and the Test Certificates are offered as part of the online test/quiz, which accompanies the course. You will need a passing grade of 70% in order to receive a Certificate. The quizzes are based solely on course content.
Do you offer discounts for non-profits or educational institutions?
Yes, we offer 20% off discounts to non-profit, educational, and government agencies. Contact [email protected] for more information.
Where is Simon Sez IT located?
Simon Sez IT is located in sunny Florida, USA.
How long have you been in business?
We started our company in 2008 with our first course for Excel 2007. Since that time, our company has published over 180 courses. Our training is used in over 180 countries worldwide.
How do I update my name, password, email address and credit card?
Your account includes an account profile. You can edit your profile which includes the option to update your name, email address and password. You can also manage your subscriptions, in addition to adding or updating your credit card information. To access your profile, click on the photo or icon in the upper right hand corner. Then click the “Edit Profile" link. Once you've made changes to your profile, click on the “Update Profile" button to save these changes. You can watch the how to video and other videos here: http://streamskill.com/courses/getting-started-at-...
How do I update or add a new credit card to my account?
You can update your credit card information directly from your profile. You can also click on your account in the upper right corner and then click on “Add / Change Credit Card". Once you are finished making any updates, click on the “Update Credit Card" button to save these changes. You can watch the how to video and other videos here: http://streamskill.com/courses/getting-started-at-...

Get started now!