AI for Finance

AI courses for finance — accurate, practical, no fluff.

Financial modeling, reporting, earnings analysis, market research — step-by-step courses on using ChatGPT with the precision your work demands.

4.9/5 from 200+ reviews

Professionals at these companies learn with us

PostmanAllianzWalmartIntercomPwCVisaKPMG

The pace changed. Your workflow didn’t.

📉

Financial modeling is slow and error-prone

Building and updating models manually means hours of formula work and constant error checking. AI helps build, audit, and iterate on models faster.

📅

Reporting cycles eat your week

Monthly and quarterly reports follow the same structure but still take days. AI automates data pulling, formatting, and narrative generation.

📈

Market research is never fast enough

By the time you compile a market analysis or earnings summary, the data is already moving. AI generates real-time research and analysis instantly.

🗄️

Data lives in too many places

Financial data scattered across Excel, ERPs, and databases means hours of consolidation before analysis can begin. AI helps bridge and normalize data sources.

The AI difference

Before AI vs. after AI

The hard way

Financial models: Hours of formula work + debugging

🔄

Monthly reports: 3-5 days of data pulling + writing

😓

Earnings research: Full day reading transcripts

📋

Investor presentations: Days of slide creation

With AI Academy

Financial models: AI builds, audits, iterates

Monthly reports: Half a day with AI automation

🎯

Earnings research: 15 min summaries via Perplexity

🚀

Investor presentations: AI generates narrative + content

Step-by-step tutorials

What you’ll learn to do

01

Build and audit financial models

ChatGPT + Excel

Have AI generate model frameworks, write complex formulas, and check existing models for errors and circular references.

02

Automate recurring financial reports

ChatGPT + Excel

Generate narrative commentary for financial reports, format data tables, and create executive summaries automatically.

03

Analyze earnings and market data

Perplexity AI + ChatGPT

Get instant earnings call summaries, competitor financial comparisons, and market trend analysis with sourced data.

04

Create investor presentations

ChatGPT

Transform financial data into compelling investor-ready narratives and slide content in minutes.

How it works

From zero to AI-powered in three simple steps.

1

Start your free trial

Get instant access to AI tutorials built for finance — financial modeling, reporting, data analysis, and market research.

2

Learn finance-specific AI skills

Follow step-by-step tutorials on using ChatGPT with Excel, Perplexity for research, and AI tools for every finance workflow.

3

Work faster with confidence

Apply AI to your financial work — build models faster, automate reports, and deliver insights that used to take days in hours.

Is this for you?

You're a finance professional who wants to work faster without cutting corners

Financial modeling and reporting consume most of your week

You want AI to help with Excel but don't know where to start

You need to deliver market research and analysis faster

You want practical finance-specific tutorials, not generic AI courses

What our learners say

ChatGPT found a circular reference in a model I'd been debugging for 2 hours. The financial modeling tutorial alone was worth the subscription.

Stephanie Liu

Financial Analyst, Clearwater Capital

Monthly reporting used to consume my first week. Now AI generates the narrative commentary and I just verify the numbers. I get 3 days back every month.

Robert Kessler

FP&A Manager, Apex Manufacturing

Perplexity for earnings analysis is incredible. I get sourced summaries of competitor earnings in minutes instead of spending a full day reading transcripts.

Anita Sharma

Controller, Vertex Solutions

The results speak for themselves

40%

faster reporting cycles and significantly fewer errors in financial models for finance teams using AI.

Based on AI Academy learner outcomes

40% faster reporting cycles. Your trial is free.

Finance teams using AI tools report 40% faster reporting and fewer errors in their models. Start your 14-day free trial and reclaim your week.

No credit card required. Cancel anytime.

Frequently asked questions

AI is a drafting and auditing assistant, not a replacement for your judgment. Our tutorials teach you how to use AI to generate formulas, check for errors, and iterate faster — while you maintain oversight and verify accuracy.
ChatGPT paired with Excel is the most powerful combination for finance professionals. Perplexity is excellent for market and earnings research. Our tutorials cover both with finance-specific examples.
Our courses cover data security best practices for finance. We teach you how to anonymize sensitive data, which tools offer enterprise-grade security, and how to work with AI without exposing confidential information.
Most tutorials are 10-20 minutes focused on a single finance task. Learn to generate financial model frameworks during a break and apply it to your next project.
Yes. Start with a 14-day free trial, and cancel anytime if it's not for you. No questions asked, no hidden fees.

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