AI Finance Courses

Build Your Own Finance Tools with AI
Without Coding

Turn recurring finance work into reusable tools: reconcile accounts, investigate AP red flags and review complete journals. Learn to define what you need, build it with AI, check it and put it to work.

You set the requirements. AI builds and checks. You review what matters.

3 practical build-along courses   ·   A tool you can use   ·   A skill you can reuse

Which Finance Task Will You Improve First?

Start with the task that matters most to your work. Each course stands on its own.

✅ Reconciliation and Close

Match transactions, carry open items forward and track issues through to resolution.

Build a Reconciliation Tool →

🛡️ AP Fraud Monitoring

Check 24 red-flag patterns and keep related investigations moving between periods.

Build an AP Fraud Dashboard →

🔍 Journal Review

Move from one filtered posting to the complete journal, with every counter-entry and your notes.

Build a Journal Explorer →

Build AI Finance from the Work You Already Understand

Build AI Finance one useful workflow at a time. Ask AI to work as a developer, finance-process specialist and checking assistant. You explain what you want; it develops a professional prototype quickly, checks most functions it can execute, and gives you a result to review and improve—without commissioning a custom software project.

Greater Efficiency

No more time lost to manually assembling review files, repeating filters or copying notes in the workflows you automate. Let the tool handle repeatable imports, matching and carry-forward work, so you can focus on the decisions.

Greater Effectiveness

Perform operations that are difficult or impossible  in Excel. Keep complete accounting context, review evidence and follow-up together, while substantially reducing or removing repetitive work from the workflow.

Build with AI, Run Locally

AI develops the tool as a local HTML file. Open it in your browser and start using it—no separate installation, dedicated finance-platform licence or ongoing AI subscription is needed to run the finished tool.

Built for the People Who Run, Review
and Improve Finance

Choose a useful result for your role, not another generic AI demonstration.

Controllers & Finance Managers

Make reconciliations and exception reviews more consistent, keep supporting accounting visible and track follow-up. Start with the Reconciliation Tool; add Journal Explorer when you need to understand the postings behind a balance.
Start with Reconciliation →

CFOs & Finance Transformation Leaders

Turn a process complaint into a controlled improvement pilot. Choose a task, define acceptance checks, involve the appropriate process and technology owners, then apply the learning to the next workflow.
See the Reconciliation Course →

AP & P2P Leaders

Turn recurring invoice and vendor checks into a structured review. Use the AP Dashboard to flag potential fraud patterns, group related findings and preserve investigation work between periods.
Explore AP Fraud Monitoring →

Accountants, Bookkeepers & GL Teams

Reconciliation Tool and Journal Explorer complement each other: match and clear balances, then inspect the complete postings behind them. Replace repeated filtering and note copying with an organized workflow. Where your process allows, move more work into the month—for example, aim to reconcile, review and correct 80% before close and leave only the remaining 20% for the closing period.
Explore Reconciliation →
Explore Journal Review →

Consultants & Fractional CFOs

Develop a first prototype, then customize the same core tool for each client. This build-once, adapt-many approach can make your delivery highly efficient and increase the return on your development effort. Bring clients practical value: saved time, standardized processes and improved review workflows.
Explore the Courses →

Internal & External Auditors

Organize journal review and AP red-flag follow-up with context, evidence references and documented conclusions. Test the tool and its scope before incorporating its outputs into your review procedures.
Explore the AP Fraud Dashboard →
Three Practical Courses

Choose Your AI Finance Course

See the full course information, inspect the inclusions and add your chosen course to the cart. Open its individual page for the complete curriculum, materials and course-specific FAQs.

AI Finance Series

Build Your Automated Reconciliation Tool

Build your own reconciliation tool entirely with AI (no code). Reconcile any account faster, match transactions, track issues to resolution: audit-ready, controller-grade, best practice & customized.
  • CPE/CPD: 9.5 credits*
  • Video: 5.5 hours
  • Bonuses: 19 files
Write your awesome label here.
Add to cart € 497 € 347

+ VAT for EU non-business customers

AI FINANCE SERIES
  • Premium edition (see below)
  • Course Instructions: 40 pages
  • Prompt Library: 16 variants
  • AI Fixes: 41 FAQs
  • Quizzes: 82 questions
  • Access: Forever
  • Certificate of completion
 AI Finance Bonus: prompt library · practice data (16 sheets) · 7 guided exercises · all build versions

AI Finance Series

Build Your AP Billing Fraud Dashboard

Copy ready-made prompts and get a tool that flags 24 potential fraud patterns. The tool identifies 24 red flags or potential fraud patterns. Use ready-made prompts.
  • CPE/CPD: 5.0 credits*
  • Video: 3 hours
  • Bonuses: 17 files
Write your awesome label here.
Add to cart € 297 € 197

+ VAT for EU non-business customers

AI FINANCE SERIES
  • Premium edition (see below)
  • Course Notes: 29 pages
  • Red flags: 24 patterns
  • Excel source data: 32 sheets
  • Quizzes: 45 questions
  • Access: Forever
  • Certificate of completion
‼️ AP Billing Fraud: 33% of fraud cases in USA & Canada · median loss $90K · monitoring 53% lower losses
✓ Our Dashboard: identifies 24 fraud patterns in thousands of connected transactions instantly

AI Finance Series

Build Your Journal Explorer

Build your own journal-review tool with AI — without coding. Find the postings behind account movements, see every counter-entry and update your review notes.
  • CPE/CPD: 4.0 credits*
  • Video: 2.5 hours
  • Bonuses: 10 files
Write your awesome label here.
Add to cart € 297 € 197

+ VAT for EU non-business customers

AI FINANCE SERIES
  • Premium edition (see below)
  • Course Notes: 33 pages
  • Smart filters: 8 fields
  • Review issues: 11 patterns
  • Quizzes: 32 questions
  • Access: Forever
  • Certificate of completion
See the whole journal: move from one filtered posting to every counter-entry in one click.

Not Just Prompts.
A Finance-Led Build-and-Check Method.

These original, practitioner-developed courses help you build two things: a practical tool and a reusable skill.
Learn how to add filters, import/export functions and complete workflows,
then apply similar logic to another tool you need—or keep extending the one you already have.

1

Define

Describe the finance task, source data, rules and expected result.

2

Build

Use supplied prompts and follow the development in manageable steps.

3

Check

AI tests most functions it can execute. You check the important results, controls and browser workflows.

4

Use

Save time with a repeatable workflow that automates routine work and preserves what you need next time.

5

Improve

Implement changes, add new functions and create whole new workflows as your needs or wishes grow.

Real finance logic

Go beyond difficult Excel workarounds: combine matching and tie-outs, connected investigations and complete-journal context in a tool designed around the finance task.

Practical learning materials

Keep editable notes, prompts and fictitious practice data; each course lists its exact inclusions.

Working reference versions

Use supplied tool versions with fictitious data, explore the demonstrated cases and see exactly what to expect.

AI Develops. You Decide.

AI is your programming assistant: you ask for the functions and workflows you need, and it builds and checks them. You review the important results and decide how the tool should be used.

Build Skills You Can Demonstrate, Not Just Describe

A working tool shows the result. The skill to build and improve it gives you something you can apply repeatedly.

Advance in Your Current Role

Show a useful pilot and the benefits it creates: hours saved each month, standardized processes and less repetitive work. Demonstrate that you have learned a practical skill you can apply again—not just how to use one finished tool.

Strengthen Consulting or Fractional Work

Develop a core tool, then customize it for each client’s data, controls and workflow. Combine reusable development skills with your finance expertise to deliver time savings, standardized processes and practical improvements efficiently.

Build Capability for the Next Task

Reuse the logic behind requirements, filters, imports, exports and workflows when you create your next application. Keep improving existing tools or develop new ones for the finance problems you want to solve.

Learn from a Finance Practitioner

Peter Ilas, FCCA

  • A 30-year career in leadership positions in finance, accounting, external and internal audit, and business controls through consulting services

  • Versatile interim executive fulfilling finance leadership roles

  • Seasoned expert in finance and accounting, with a distinguished record of achievements
  • Committed strategic advisor, bringing a wealth of innovative ideas
  • Business processes and controls improver
  • Creator of the world's first comprehensive courses on E-Invoicing Mandates
  • Author of project management books, under Ready Set Agile brand
  • Explore my complete profile and accomplishments on LinkedIn

From Course Learners

Very thought provoking on-demand video. I was able to apply the concepts to various scenarios of my team's responsibilities.
Carol M., CPA (US)
I have vibe coded my own apps for a long time and I think that this is a good introduction to a no-code way for people to get started.
Trevor Y., CPA in Canada
This online course is fantastic. The speaker is excellent, and the course has exceeded my expectations. I appreciate all the hard work the speaker has put in. I highly recommend it to all accountants or finance teams.
TARUN KUMAR M.

Questions Before You Build

Do I need coding skills or previous AI experience?

You need neither coding skills nor previous AI experience. We take you through the whole process with detailed instructions at every step, including what could go wrong and how to resolve it. You can confidently copy each prompt and follow the steps comfortably. Basic finance or accounting knowledge helps you judge whether the result makes sense.

Which course should I take first?

Choose by both the finance task and the kind of build you want to learn.
  • Journal Explorer is the most straightforward starting point: a focused tool you can build and master quickly.
  • The AP Fraud Dashboard is ideal for learning rule-based tools: we review 24 specific fraud patterns one by one and provide a template for adapting those rules to your own case.
  • Reconciliation Tool is the most comprehensive and highest-priced course. Its many specific actions are developed in five separate build steps; about an hour of video also demonstrates new, more effective ways to reconcile (having reconciled the opening and closing balance and the bridge at once), including workflows that were not practical in Excel.
  • Reconciliation and Journal Explorer complement each other.
  • All three courses stand alone and although we apply similar basic functions (import/export of data, data quality checks, filters, etc.), in each course we apply them differently to best fit our goals.

Which AI tool do I need, and how do I run the finished tool?

Use an AI service that can work with the course files and return downloadable tools, such as a suitable ChatGPT, Copilot, Gemini, Claude or a similar service. Prefer a paid plan so file and usage limits do not interrupt the build.

AI develops the application as a local HTML file: open it in your browser and start using it, without a separate installation. The finished course tool runs locally and needs no ongoing AI subscription or a server. Use AI again when you want to develop changes or new functions.

Am I creating a finance tool or an AI chatbot?

A finance tool. The courses build browser-based applications for reconciliation of B/S and P&L accounts, AP fraud red-flag investigations or complex journal review. AI is used to help develop and improve the tool but it is not making live accounting decisions for you. These tools are not an ERP replacement or a turnkey multi-user enterprise platform.

Why learn to build it if working tool versions are supplied?

Use the supplied working versions with the fictitious course data first. Explore the exact cases demonstrated in the lessons and practise the workflow. Once you have played with the tool, customizing it or building your own following our instructions becomes much more straightforward because you know what to expect.

The course has two objectives: develop a practical tool and develop your skills. You can customize and extend the tool, while reusing what you learn about filters, imports, exports and workflow design to create your next application. The goal is not just to own this tool—it is to build your capability to keep creating and improving tools.

How are the AI-built tool and its results checked?

AI does much of the checking as part of development, testing most functions it can execute. You do not need to check every function yourself: focus on the important outputs, controls and browser workflows. The course shows what to ask AI to check and how to compare the result with supplied fictitious data and reference versions. If AI cannot genuinely execute a particular check, we explain how you can complete it. When you add or change a function, ask AI to check the affected behavior and review the important results.

Can I use company or client data safely?

Build and practise with the fictitious course data. We explain how to customize the tool safely while respecting data privacy and company policies, including when to use fictitious or sanitized examples rather than sending company or client data to AI. The finished course tools process imported data locally in your browser. Follow the course guidance and your organization’s permitted AI use, security and storage rules during both development and everyday use.

Can I adapt the tools to my ERP exports or consulting clients?

Yes. Develop a first prototype and adapt the same core tool to different ERP exports or client workflows. Use the course’s customization guidance and rule templates where supplied, defining the fields, mappings and functions your case requires. This lets you replicate the core approach efficiently while delivering saved time and standardized, improved processes. Check the important results for each adapted version and follow the client’s data-handling and approval requirements.

Do these courses offer CPE/CPD credits and a certificate?

Each individual course page states its estimated credits, instructional basis and completion requirements. Confirm acceptance and credit treatment with your professional or licensing body. A Certificate of Completion is available after you meet the relevant course requirements; it is not a software-development certification or a guarantee of regulatory approval.

What do I receive, how long is access, and can my company buy seats?

Each course includes its own downloadable notes and prompts, working tool versions, practice files and supporting resources. Check its full page for the exact inventory.

You have lifetime access to the purchased course, with its updates included; this does not include future separately sold courses.

For team seats, email support@rsagile.com with the course names and learner count. Prices, applicable tax and refund conditions are shown on the individual course pages and at checkout.

Put Your Finance Expertise to Work with AI

Start with one recurring task. Build a useful tool, check the important results and take both the improvement and a reusable skill back to your team or client.
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