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AI for Finance

Analyse, forecast and report faster, with every number checked.

A 2 month program for finance officers, analysts and finance managers. Learn to clean data, build forecasts, explain variances and write board reports with AI, and to check every figure it gives you. In month two you build your own finance assistants and automations.

2 months2 modulesNo coding neededBBT certificateTeam workshops
Apply for the program Book a workshop
How the program runs

Two modules. Join one or both.

Each module is one month. There are no quizzes or assignments: one evaluation at the end of your course, then your Big Binary Tech certificate.

Module 011 month

AI Powered Finance

Use AI for the work you do every week.

  • How AI works, where it makes mistakes, and why you check every number
  • Prompts built on your own ledgers, budgets and reports
  • Cleaning and reconciling data in Excel and Sheets with AI
  • Variance analysis and plain English explanations for management
  • Budgets, cash flow forecasts and scenario tables
  • Board decks, monthly reports and investor updates
Who it is for

Anyone in finance who can use Excel. No AI experience needed.

Module 021 month

AI Systems for Finance

Build finance tools that keep working for you.

  • A NotebookLM notebook for your policies, contracts and past reports
  • A finance helper that answers questions from your own data
  • Dashboards in Power BI and Sheets, without coding
  • Automated monthly reporting packs and reminders
  • Risk checks: unusual transactions and overdue receivables
  • Data security rules and a fair AI policy for your team
Who it is for

Finance people who already use AI, or Module 1 graduates. Direct entrants take a short entry check.

Full program2 months

Both modules

From your first prompt to leading AI in your finance team.

  • Everything in Module 1 and Module 2
  • A track for where you work: Corporate finance, or Banking and investment
  • Present your AI finance toolkit at the final evaluation
  • A Big Binary Tech certificate
Best for

Finance professionals who want to train colleagues and lead AI use.

Group discount

Join as a team. Save up to 40%.

Finance teams from the same company, bank or firm who join together pay less. The bigger the group, the bigger the saving.

On your own
Full fee

Individual finance professional

Join the full program or a single module on your own.

1 finance professional
Small group
30%off

3 or more finance professionals

Bring two colleagues and everyone in the group gets 30% off.

3+ finance professionals
Best valueWhole team
40%off

15 or more finance professionals

Train a department or your whole team together and everyone gets 40% off.

15+ finance professionals
Coming as a group? Tell us how many finance professionals are joining and we will confirm your discount.Claim group discount
Tools & technologies

The tools you’ll use.

AI assistants, work tools and automation tools, all with free plans. No paid tool is needed to pass.

ChatGPT iconChatGPT
Gemini iconGemini
Claude iconClaude
Microsoft Copilot iconMicrosoft Copilot
NotebookLM iconNotebookLM
Excel iconExcel
Google Sheets iconGoogle Sheets
Power BI iconPower BI
Apps Script iconApps Script
Zapier iconZapier
Gamma iconGamma
Canva iconCanva
Perplexity iconPerplexity
Julius AI iconJulius AI
Google Forms iconGoogle Forms
Certification

One evaluation. One certificate.

No quizzes and no assignments. You are evaluated once, at the end of the course, and then receive your Big Binary Tech certificate.

Step 01 · Final evaluation

Final evaluation

At the end of the course you show the work you built and how you use AI in your own job.

Step 02 · Get certified

Big Binary Tech certificate

Pass the evaluation and receive your Big Binary Tech certificate of completion.

Workshops for organisations

Bring AI for Finance to your team.

We run workshops for finance departments, banks and consulting firms, built around your own reports, systems and reporting calendar.

01Finance departments

Team development workshops

Forecasting, variance analysis and reporting, on your own budgets and templates.

02Banks and investment firms

Analyst AI training

Research summaries, credit memos, client reports and model checks.

03Leadership teams

AI policy and finance leads

Set clear rules for financial data in AI tools and prepare the people who will lead AI.

Planning a team training day? Tell us your team size and your reporting cycle and we will suggest a plan.Book a workshop
After the program

Where this program takes you.

Companies now want finance people who use AI well: to close faster, explain the numbers and spot problems early.

Roles you can step into
  • 01AI Ready Finance Officer
  • 02Financial Analyst
  • 03FP&A Specialist
  • 04Finance Automation Lead
  • 05Reporting and BI Analyst
  • 06Finance Manager
What employers now ask forAI skillsFinance job ads increasingly list AI and BI tools alongside Excel
Extra income
  • Freelance bookkeeping and financial modelling
  • AI workshops for other finance teams
  • Dashboards and report templates for small businesses
Work for finance teams in other countries, remotelySell financial models and templates on global marketplacesWork with the AI tools finance teams use worldwide
Who it is for

Built for finance at every level.

All you need is working knowledge of Excel or Google Sheets.

Finance officers and executives

Data entry, reconciliations and monthly reports, faster and cleaner.

Analysts

Forecasts, scenarios, research summaries and dashboards.

Finance managers and CFOs

Board reports, cash planning and risk checks with AI.

Bankers and consultants

Client reports, credit memos and pitch decks in less time.

Not sure where to start? Talk to an advisor before you decide.Ask an advisor
FAQ

Straight answers.

Still unsure? Message us on WhatsApp and get a reply within 24 hours.

Ask on WhatsApp
Do I need to know coding or AI?
No. Working knowledge of Excel is enough. Module 1 needs no AI experience at all.
Can I join just one module?
Yes. Each module is one month. To join Module 2 directly you should already use AI in your finance work, and you take a short entry check.
Do I have to pay for AI tools?
No. Every tool has a free plan. A few features, like Copilot inside Excel, need a company Microsoft account.
Is company financial data safe with AI?
You learn what never to paste into a public tool, how to anonymise figures before using any tool, and how to set a data rule for your team.
Can AI replace my financial model?
No. AI drafts, explains and checks, but you stay the final reviewer. You learn to test every output against the source numbers.
How am I assessed?
With one evaluation at the end of the course. There are no quizzes or assignments. Pass it and you receive your Big Binary Tech certificate.
Is there a discount for groups?
Yes. Groups of 3 or more finance professionals get 30% off each, and groups of 15 or more get 40% off each.
Can you run this as a workshop for our finance team?
Yes. Message us on WhatsApp with your team size and your reporting cycle and we will suggest a plan.
AI for Finance · 2026

Ready to run finance with AI?

Join the full program or one module, or bring a workshop to your finance team.

Apply online Book a workshop
  • NAVTTC, PSDA & PSEB registered
  • Big Binary Tech certificate
  • 2 months, one module or both
  • Built on your own work
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