AI 提效金融营运工作坊

This hands-on workshop empowers finance and management accountants to harness generative AI for greater efficiency and scalability. Participants will explore applications in reporting, reconciliation, and audit automation, and master prompt engineering for complex workflows. Learn to build AI-enhanced processes that integrate with ERP and CRM systems, while ensuring compliance and accuracy. By the end, participants will be equipped to deploy a scalable AI operations assistant tailored for modern finance challenges.

• Generative AI in Financial Operations
• Prompt Engineering for Operational Efficiency
• Automating Financial and Accounting Workflows with AI
• Building a Scalable AI Operations Assistant

This course is suitable for:

• Financial Practitioners
• Management Accountants
• Business Administration Executives

By the end of the course, participants will:

• Understand how generative AI transforms financial and accounting operations—from reporting to audit automation
• Master prompt engineering techniques to streamline reconciliation and compliance tasks
• Design and integrate AI-powered workflows with ERP, CRM, and audit systems
• Build a scalable AI assistant for document processing, summarization, and real-time financial insights