Engineer AI prompts to detect hidden bottlenecks and recommend targeted improvements—enhancing operational efficiency across your finance function without adding complexity.
AI-Powered Process Optimization
Overview
Modern finance teams are under pressure to deliver more with fewer resources, and inefficient processes often stand in the way. This course shows you how to harness AI—through effective prompt engineering—to automate routine tasks, accelerate month-end closes, and improve speed, accuracy, and scalability across key finance processes. You’ll learn how to design prompts that support data entry automation, workflow standardization, error reduction, and bottleneck elimination, as well as how to use AI to identify improvement opportunities and establish continuous optimization loops. By the end, you’ll be equipped to drive measurable efficiency gains, reduce operational risk, and free up capacity for higher-value strategic work.
Learning Objectives:
After completion of this course, participants will be able to:
- Identify finance processes suitable for AI-driven automation and optimization.
- Recognize prompt structures that drive accurate documentation and reporting automation.
- Apply prompting techniques to streamline close, payables, and receivables cycles.
- Select methods to prompt AI for process bottleneck detection and improvement suggestions.
- Distinguish strategies for maintaining continuous process improvements using iterative prompting.
This course includes practical exercises, mentor insights, and scenario-based questions to reinforce learning and ensure participants can apply key concepts in real-world finance leadership situations. Upon successful completion, participants will receive a CPD-accredited certificate.
Lessons:
Lesson 1: Identifying Automation Opportunities in Finance
Identify the right finance processes for AI automation to reduce errors, accelerate operations, and free your team to focus on higher-value strategic work.
Lesson 2: Designing Prompts for Documentation and Data Entry Automation
Engineer prompts that automate data-heavy finance tasks with AI—boosting speed and accuracy while maintaining control and compliance.
Lesson 3: Streamlining Financial Close and Payment Cycles
Design AI prompts to accelerate, standardize, and de-risk your financial close and payment cycles—boosting efficiency while maintaining accuracy and audit readiness.
Lesson 4: Detecting and Addressing Process Bottlenecks
Lesson 5: Building a Continuous Improvement Loop with AI
Engineer prompts that empower AI to drive continuous improvement—transforming one-off wins into a scalable, systematic culture of optimisation across your finance function.
Additional Information
CPE Credit / CPD Hour: 0.5
Field of Study: Information Technology
No prerequisite knowledge is required to be successful in this course.
No advance preparation is required.
Program Level: Basic
Delivery Method: QAS Self Study
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