AI and Automation in the Finance Workflow

The futuristic side of the job: automate capture, coding, queries, reporting and review across your ledger and accounts software, with the controls that keep it defensible. This is a hands-on programme. You work through our own practice client data in Luca and AccountsGear, which you subscribe to yourself on a basic plan at gotluca.com. Mai Studies is an independent training provider and is not affiliated with, endorsed by or acting for that software provider, and the software subscription is not included in your course fee. Every module contains original written notes, a tutor-voice class transcript, a downloadable practice dataset with a worked solution, mock questions with explained answers and a marked assignment. Written and owned by Mai Studies. This is a professional completion programme, not a regulated qualification.

6 weeks 30 guided hours Advanced

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No account needed to buy. Pay with your card and we create your student account from the email you enter, with this programme ready inside it for twelve months.

AI and Automation in the Finance Workflow course artwork

What you will achieve

Automate document capture and transaction coding
Build prompts and rules that produce consistent output
Automate reporting and query handling
Design the review controls that catch machine errors

Entry guidance

— A basic subscription to Luca and AccountsGear (gotluca.com), bought by you
— Comfortable with everyday computer work and spreadsheets
— Around five study hours each week

Original Mai Studies learning material. This is a professional completion programme, not a regulated qualification or university accreditation.

Programme syllabus

4 applied modules

Lessons: 4
Assessed tasks: 4
Practice questions: 16
Timed mock papers: 0

Automating capture and coding

Getting documents into the ledger without typing them.

1 lesson · 4 practice questions · 1 assessed task

1. Automating capture and coding21 min study · 3 learning objectives · practical activity
Getting documents into the ledger without typing them.
- Reference: Practice dataset: Automating capture and coding — Original Mai Studies practice data. Copyright Super Digital Solutions Limited, trading as Mai Studies.

Assignment: Automating capture and coding — marked out of 100, pass at 80%

Prompts and rules that behave the same twice

Instructions that produce consistent output.

1 lesson · 4 practice questions · 1 assessed task

1. Prompts and rules that behave the same twice21 min study · 3 learning objectives · practical activity
Instructions that produce consistent output.
- Reference: Practice dataset: Prompts and rules that behave the same twice — Original Mai Studies practice data. Copyright Super Digital Solutions Limited, trading as Mai Studies.

Assignment: Prompts and rules that behave the same twice — marked out of 100, pass at 80%

Automating reporting and client queries

Reports and messages that build themselves.

1 lesson · 4 practice questions · 1 assessed task

1. Automating reporting and client queries21 min study · 3 learning objectives · practical activity
Reports and messages that build themselves.
- Reference: Practice dataset: Automating reporting and client queries — Original Mai Studies practice data. Copyright Super Digital Solutions Limited, trading as Mai Studies.

Assignment: Automating reporting and client queries — marked out of 100, pass at 80%

Controls that catch machine errors

Designing review for an automated process.

1 lesson · 4 practice questions · 1 assessed task

1. Controls that catch machine errors21 min study · 3 learning objectives · practical activity
Designing review for an automated process.
- Reference: Practice dataset: Controls that catch machine errors — Original Mai Studies practice data. Copyright Super Digital Solutions Limited, trading as Mai Studies.

Assignment: Controls that catch machine errors — marked out of 100, pass at 80%

Lesson pages, assessed tasks and mock papers open the moment you join this programme. Teaching material is studied online; the notes you write are yours to download.

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