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AI for Accounting and Finance

AI now drafts memos, writes Excel formulas, flags audit exceptions and speeds up forecasting and tax research, and because CPAs, auditors and analysts still sign off on every number, they need training to use these tools with professional skepticism and sound controls.

Why it matters: 7 times faster growth. Jobs that need AI skills grew 69%. All jobs grew only 9%. (PwC Global AI Jobs Barometer, 2026)

Then make it count: a credential only pays off when employers see it. Once you earn one, add it to your résumé and LinkedIn, share it, and send it straight to recruiters and hiring managers. Join our Open to Work list so hirers looking for these skills can find you. Start with the free options below.

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BeginnerStart here. No experience needed.14
AI Fluency: Framework & FoundationsAnthropic AcademyYou learn the 4D framework of Delegation, Description, Discernment and Diligence for working with AI systems, plus how generative AI works, its capabilities and limits, and effective prompting techniques. A final assessment earns a certificate.CertificateFree4 hrsAI Tools for Accountants (free 3 unit CPD course)LearnsignalYou see where machine learning, natural language processing and automation fit in accounting work, try AI tools on analysis and routine tasks, and learn the limits, risks and human oversight AI use requires.CertificateFreeMicrosoft Learn: Empower your workforce with Microsoft Copilot: Finance (module)Microsoft Learn / Microsoft CredentialsYou work through finance exercises that use Copilot in Excel to analyze product COGS and model what if scenarios, Copilot Chat to review an acquisition and vendor contracts, and Copilot in PowerPoint, Teams, Loop and Outlook to share findings.CertificateFreeMicrosoft Learn: Work smarter in Excel with Copilot Chat (module)Microsoft Learn / Microsoft CredentialsYou practice asking Copilot Chat in Excel to write formulas, summarize a data set and build charts, so routine spreadsheet work like reconciliations and variance tables takes less time and has fewer errors.CertificateFreeMicrosoft Learn: Get started with Microsoft 365 Copilot (learning path)Microsoft Learn / Microsoft CredentialsYou learn how Microsoft 365 Copilot works and how Microsoft approaches responsible AI, then use Copilot across Microsoft 365 apps to streamline communication and content creation. The last module covers best practices and ways to extend Copilot.TrainingFreeNavigating the Next AI Landscape: Generative AI, From Chatbots to AI Agents for Accounting ProfessionalsAICPA & CIMAYou learn to tell chatbots, copilots, custom assistants and AI agents apart, match accounting tasks to the right tool, design workflows with human review gates, and plan a 90 day AI pilot with the right controls.Training$85 and upCore Concepts of Artificial Intelligence for Accounting ProfessionalsAICPA & CIMAIn this 2.5 credit self study course, you learn to tell machine learning, deep learning and neural networks apart, apply AI techniques to financial data and accounting workflows, and weigh the ethical and regulatory risks of AI driven financial decisions.Training$95 and upGenerative AI Strategy for Accountants (NCACPA on demand, ODX07526)North Carolina Association of CPAs (NCACPA)You learn to spot where generative AI fits in accounting workflows, write an AI usage policy for your firm, plan an implementation, and set metrics and ethical guardrails for human and AI collaboration.Training$105 and upFoundations of AI for Accountants CertificateBecker Professional EducationYou practice prompting and checking AI assistant output on accounting scenarios, use Excel's built in AI features such as Flash Fill, Analyze Data and Power Query, and see how Copilot chat, edit and agent modes speed up accounting work.Certificate$159AI Enabled Internal Audit Certificate ProgramThe Institute of Internal Auditors (IIA)You apply AI to risk assessment, fieldwork, evidence analysis and reporting, practice catching AI errors and hallucinations with professional skepticism, and document AI assisted audit work against ISO/IEC 42001 and the NIST AI RMF.CertificateVariesHands On Generative AI Bootcamp for CPAs: Practical Skills You Can Use ImmediatelyAICPA & CIMAIn this three hour live workshop led by John H. Higgins, you practice with ChatGPT, Microsoft Copilot, Gemini and Claude on accounting, tax and audit tasks, write stronger prompts, automate repetitive work with AI agents and set governance rules.Training$395 and up3 hrsAI Applications in Accounting and FinanceCourseraWith Sean Cao of the University of Maryland, you analyze unstructured financial data such as earnings call transcripts, 10K filings and ESG disclosures, apply text analysis and models like BERT and GPT, and use AI as a research assistant with little coding.CertificatePrice not published17 hrsData Analysis and Visualization with Copilot in Excel (Microsoft on Coursera)Microsoft Learn / Microsoft CredentialsYou use Copilot in Excel to clean and reshape data, generate insights, build charts and write summary reports, then finish with a graded data preparation project.CertificatePrice not published26 hrsAI for accounting (QuickBooks ProAdvisor CAS training)Intuit ProAdvisor AcademyIntuit course in its client advisory services training on what AI is and how it is changing accounting and bookkeeping work, offered alongside the Intuit Bookkeeping Certification and QuickBooks Online Certification.TrainingVaries
IntermediateBuild on the basics. Some experience or a first certificate helps.3
AI for Finance SpecializationCorporate Finance Institute (CFI)You use generative AI and machine learning on analyst work in Excel, writing prompts to analyze financial statements, running AI powered scenario analysis and risk assessment, and setting governance for AI in finance workflows.Certificate$323.0530 to 35 hrsAgentic AI Certificate Series for Tax, Accounting, Audit, Assurance and Finance ProfessionalsSurgent CPEYou learn what AI agents can and cannot do in tax, audit and finance work, how to govern their data and cybersecurity risks, and you build a simple AI agent in ChatGPT in a no code lab.Certificate$349Certificate in Artificial Intelligence for Finance ProfessionalsACCA (Association of Chartered Certified Accountants)You learn how generative, predictive and agentic AI work in finance, when AI is the wrong tool, how to govern AI systems, and how to turn AI output into recommendations while keeping to professional ethics.CertificatePrice not published
AdvancedFor experienced pros. Most require years in the field.3
ISACA Advanced in AI Audit (AAIA)ISACAYou prepare to audit AI systems across governance and risk, AI operations and audit tools. That means assessing AI risk programs, data management, testing and incident response for AI, then planning AI audits, collecting evidence and reporting results.Certification$459 and upCFA Program Practical Skills Module: Python, Data Science and AICFA InstituteYou write Python to collect and wrangle financial data, engineer features for machine learning, forecast with machine and deep learning models, and apply natural language processing to financial text.TrainingVaries10 to 20 hrsAuditing Artificial Intelligence (AI): A Hands On Course for Internal AuditorsThe Institute of Internal Auditors (IIA)You audit AI initiatives rather than just use them, assessing AI risks and controls, judging governance maturity, and working a full AI audit lifecycle on a case to produce documentation aligned with ISO/IEC 42001 and the NIST AI RMF.TrainingPrice not published

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