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AI in Finance course · free for enrolled students

AI tools for accountants and finance students

Accountants use AI today for three jobs: analysing and drafting (ChatGPT, Claude, Copilot), researching standards and regulation with sources (NotebookLM, Perplexity), and automating routine finance work (n8n). Below are the tools our AI in Finance course covers, and what each is good for.

See the 15 toolsBook a free counselling call

Included free with

  • OpenAI
  • Microsoft Copilot
  • Google Gemini
  • Anthropic Claude

15 tools covered

The tools, and what each is for in finance

Reasoning and insights

  • ChatGPT / Claude

    Multi-purpose reasoning for financial report analysis and drafting.

  • DeepSeek

    Open-weight reasoning model for step-by-step working of numerical problems.

  • LM Studio

    Running AI models offline to keep sensitive client and audit data on your machine.

  • NotebookLM

    A personal knowledge base for working through complex accounting standards.

Automation and workflow

  • Microsoft Copilot

    AI inside Excel and Word for faster modelling, analysis and reporting.

  • n8n

    No-code workflow automation for finance operations: invoice intake, approvals and reconciliations.

  • Merlin AI

    Browser assistant for summarising financial news, filings and LinkedIn posts.

  • Google AI Studio

    Prototyping custom finance assistants using Gemini's large context window.

Research and networking

  • Perplexity

    Real-time research with citations for IFRS and tax compliance.

  • Grok

    Fast research on market trends and real-time financial sentiment.

  • Genspark

    AI agent for specialised job searching and professional networking.

Visualisation and building

  • Gamma

    Turning financial analysis into professional decks and reports in minutes.

  • Napkin AI

    Converting complex financial workflows into clear visual diagrams.

  • Lovable

    Building simple internal finance tools and dashboards without writing code.

And more: we keep adding new AI agents and specialised tools to the course as they emerge.

AI in finance: common questions

Which AI tools should an accountant learn first?

Start with a general assistant (ChatGPT or Claude) for drafting and analysis, Microsoft Copilot inside Excel for modelling, and NotebookLM for working through accounting standards. Add a research tool with citations, such as Perplexity, once you are comfortable.

Is it safe to put client data into AI tools?

Not into public chat tools. Remove or anonymise client data first, follow your firm's policy, or run a model locally (for example with LM Studio) so the data stays on your machine.

Will AI replace ACCA or CMA professionals?

It is changing the work rather than replacing it: routine reconciliation, drafting and research get faster, while judgement, ethics, communication and accountability stay with the professional. Knowing the tools is becoming part of the job.

Does Global Fin X offer an AI in Finance course?

Yes. Every ACCA, CMA US and Dip IFRS student at Global Fin X gets our AI in Finance course free with their enrolment.

Keep reading: articles on AI and finance careers, free resources and free lecture videos.

Studying ACCA, CMA US or Dip IFRS?

Enrol in any Global Fin X course and the AI in Finance course is included free.

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