This program explores how AI modernizes Financial Operations, helping finance professionals design effective AI-enabled workflows. You’ll start by learning core AI strategy principles, aligning initiatives with financial goals, assessing ROI, and planning change supported by strategic development in Notion AI and system insights using Retool.
Financial Automation with Generative AI
只需 199 美元（原价 399 美元）即可通过 Coursera Plus 学习更高水平的技能。立即节省
您将学到什么
Identify key AI opportunities across financial workflows and core finance processes.
Apply Notion AI, Zapier, n8n, Contextual AI, and Retool to automate financial tasks.
Evaluate AI workflows for bias, security, compliance, transparency, and governance.
Create an AI-driven finance transformation plan integrating strategy, automation, and ethics.
您将获得的技能
- Financial Reporting
- Responsible AI
- Artificial Intelligence
- Generative AI
- Data Ethics
- Financial Data
- Strategic Decision-Making
- Financial Regulation
- Automation
- Workflow Management
- No-Code Development
- Financial Analysis
- Data Management
- Accounting
- Accounting and Finance Software
- Data Governance
- Financial Management
- Securities (Finance)
- Finance
- Financial Forecasting
要了解的详细信息
了解顶级公司的员工如何掌握热门技能
积累特定领域的专业知识
本课程是 Generative AI for Finance and Accounting 专项课程 专项课程的一部分
在注册此课程时，您还会同时注册此专项课程。
- 向行业专家学习新概念
- 获得对主题或工具的基础理解
- 通过实践项目培养工作相关技能
- 获得可共享的职业证书
该课程共有4个模块
Learn how AI aligns with financial strategy and improves planning, decision-making, and operational efficiency. This module covers AI ROI, change management, ERP integration, financial data pipelines, and governance. Through Notion AI and Retool demos, you’ll build practical skills to design strategic AI plans and create secure, scalable financial AI ecosystems.
涵盖的内容
10个视频4篇阅读材料3个作业1个讨论话题
Explore how no-code AI tools automate key financial workflows such as financial close, reporting, expense management, and data processing. Using platforms like Zapier, n8n, and Contextual AI, you’ll learn to build multi-step automations, streamline financial operations, and troubleshoot workflow issues to improve efficiency without coding.
涵盖的内容
14个视频4篇阅读材料4个作业
Understand how to use AI responsibly in finance by applying ethical principles, preventing bias, and ensuring transparency. This module also covers data security, audit controls, regulatory compliance, governance frameworks, and incident response, equipping you to design secure and risk-aware financial AI systems.
涵盖的内容
11个视频3篇阅读材料3个作业
This module is designed to assess an individual on the various concepts and teachings covered in this course. Evaluate your knowledge with a comprehensive graded quiz.
涵盖的内容
1个视频1篇阅读材料2个作业1个讨论话题
获得职业证书
将此证书添加到您的 LinkedIn 个人资料、简历或履历中。在社交媒体和绩效考核中分享。
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常见问题
This course is ideal for finance professionals, analysts, operations managers, and business leaders interested in applying AI and no-code automation to modernize financial operations. No technical or coding experience is required.
The course covers AI strategy for financial organizations, ERP and data integration, no-code financial automation, workflow optimization, and responsible AI practices. You’ll gain hands-on experience using tools like Notion AI, Retool, Zapier, n8n, and Contextual AI to build AI-enabled financial workflows and governance frameworks.
Yes! The course includes interactive demos and practice assignments using Notion AI, Retool, Zapier, n8n, and Contextual AI. You’ll practice building automated workflows, preparing financial data, creating calendar assistants, extracting insights, and designing AI governance strategies.
更多问题
提供助学金，
¹ 本课程的部分作业采用 AI 评分。对于这些作业，将根据 Coursera 隐私声明使用您的数据。