Financial Reporting with AI

Digitalize routine financial tasks using generative AI tools like ChatGPT and Claude.

Financial Reporting with AI


In Financial Reporting with AI, you will learn how to apply ChatGPT, Claude, and other AI tools to daily reporting tasks. It pairs practical training with downloadable templates, so you leave with workflows ready for your own spreadsheets.

Many finance teams still lose hours to manual work: chasing overdue invoices, rekeying balance sheet figures, or building the same KPI tracking report every month. This training starts by identifying these bottlenecks and showing where AI genuinely saves time, and where it still needs human review for compliance and audit preparation.

You then build hands-on skills in AI-assisted financial statement analysis, budget variance analysis, and credit risk assessment. Step-by-step prompting techniques help you turn invoice photos and cost sheets into structured, audit-ready reports rather than one messy AI request.

Real workplace tasks anchor the training: creating an accounts receivable aging report for a wholesale business, running a due diligence comparison between two companies, and converting a profit and loss statement into a board-ready visual report. You also set up automated news monitoring, so market-moving updates reach you without constant screen-watching.

By the end of this course, you will have learned the skills to apply generative AI to budgeting, forecasting, trend analysis, and management reporting with confidence. This course is suitable for accountants, bookkeepers, controllers, finance managers, or anyone looking for practical AI training that fits real workflows.

In this course, you will learn how to:

  • Consolidate invoice data into an accounts receivable aging report.
  • Prioritize overdue accounts with a color-coded AR aging summary.
  • Compare acquisition targets using balance sheet liquidity ratios.
  • Draft an executive one-pager from raw financial statement data.
  • Calculate EBITDA margin, gross margin, and net profit margin.
  • Refine ChatGPT and Claude prompts for accurate financial reports.
  • Verify AI-generated financial data before client or audit submission.
  • Automate stock market news alerts with ChatGPT scheduled tasks.
  • Populate a forecast budget using historical financial trend data.
  • Turn profitability KPIs into executive-ready charts and commentary.
  • Adapt one financial report into email, chat, and SMS updates.

Course Format

  • This is a video-led course. You can preview some videos below.
  • This course includes practice exercises.
  • This course is aimed at accountants and financial analysts.

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: Introduction
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  Section 2: Operational Reporting with AI
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  Section 3: Financial Statement Analysis and Reporting
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  Section 4: Compliance, Audit and Risk Reporting
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  Section 5: Management Reporting and KPI Analysis
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  Section 6: Presenting Financial Insights
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  Section 7: Limitations and Responsible Use
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  Section 8: Conclusion & Course Quiz
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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 support@streamskill.com 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 sales@SimonSezIT.com 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.
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