AI in finance and invoice extraction
Use AI for finance drafting tasks within clear limits and extract invoice data into a fixed template.
AI for Finance and Accounting
Use AI to read invoices, support reconciliation and draft reports, with every figure checked against source records. Proposed programme; academic approval and batch confirmation pending.
Explore what you’ll learn.
Use AI to extract, reconcile and comment on finance data while verifying every figure against source records.
Proposed curriculum · academic approval pendingSYLLABUS OVERVIEW
A structured route through the subject
Core learning areas at a glance. Detailed units and teaching plans are in the private learning workspace.
Checking and reconciliation
Verify extracted figures and support bank reconciliation with evidence-backed matches.
GST categorisation and commentary
Review AI categorisation for GST and ledgers, and draft verified variance commentary.
Controls and portfolio
Apply maker-checker, audit trail and privacy controls and present a reviewed portfolio.
Entry requirements and learning outcomes
Basic bookkeeping: ledgers, journal entries and bank reconciliation Working knowledge of GST invoices (CGST, SGST, IGST); the TallyPrime + GST course is a good preparation Comfort with spreadsheet formulas such as SUM, IF and COUNTIFS
- Explain where AI helps in finance work and where its output must not be trusted without checks.
- Extract GST invoice and receipt data into a fixed template and verify every figure against the source.
- Support bank reconciliation by reviewing AI-proposed matches with evidence and preparing a BRS.
- Check GST type and expense categorisation and draft variance commentary traced to verified tables.
- Apply maker-checker, audit trail and privacy controls when AI touches financial data.
YOUR PRACTICAL PORTFOLIO
Month-end finance automation pack
Build, check and explain your work with trainer feedback. Certificate and assessment terms are confirmed by the institute.
Continue in your learning workspace
Open detailed curriculum ↗Detailed syllabus and weekly plans are available to authorised staff and learners enrolled in this course.