From Manual Reporting to Fully AI

in just 4 Days!

4-Day Professional Bootcamp Program for Consultants, Analysts & Financial Leaders

No programming background needed

The AI-Powered Financial Analytics & Automation Program is a high-impact, 4-day masterclass built for consulting firms, investment teams, FP&A departments, and corporate finance professionals.Participants learn to automate financial workflows, analyze trends, generate AI-driven insights, and build agentic systems that produce leadership-ready reports with a single click.

The program blends Python, LLMs like OpenAI API, financial modeling logic, and automation, enabling teams to move from manual Excel processes to intelligent, AI-augmented decision systems.

Who Should Attend

This bootcamp is ideal for professionals who work with financial data, reporting cycles, forecasting models, or business analytics, including:

Topics Covered

Python Fundamentals
LLM Usage with OpenAI
FM-specific Classification
Building a live Agentic AI Pipeline
Automation + Reporting
A real Operational “Issue Watchdog Agent”

Participant Takeaways

✔ Financial Data Cleaning Template
✔ Multi-File Financial Consolidation Engine
✔ AI Classification & Trend Detection Agent
✔ Forecast Insights Generator
✔ Automated Financial Reporting Agent
✔ One-Click Summary Generator (Email/Doc)
✔ Reusable code templates
✔ Certificate of Completion

Minimum Pre Qualifications for Participants

This bootcamp is designed for Finance professionals who work with sales, expense, budget transaction data. If the participant is proficient with Excel and understands Finance workflows, they are fully prepared for this bootcamp.They should meet the following minimum requirements:

Technical

• Able to work with Excel data, pivot tables, and VLOOKUP
• Understanding of basic financial concepts: revenue, margins, costs
• Comfortable working with CSV files
• Experience preparing or reviewing finance reports
• Familiarity with financial data such as revenue, expenses, budgets, or transaction records.
• Ability to interpret simple patterns in financial data (e.g., recurring cost overruns, revenue fluctuations, or variance trends)

Mindset

• Interest in AI tools for productivity
• Willingness to learn Python basics
• Interest in AI, automation, or digital transformation
• Comfortable experimenting with new tools in a guided environment

Day Wise Course Outline

DAY 1 – Data Cleaning & Consolidation for Financial Analytics

Build a clean financial dataset for all future AI analysis.

Topics

• What Python is & why financial analysts use it
• Setup using Google Colab (no installation)
• Python basics: lists, loops, dataframes
• Reading Excel/CSV financial data
• Cleaning revenue, expense, and P&L datasets
• Preparing data for trend analysis & forecasting

Hands-On

• Clean and merge 12 months of financial data
• Build a Financial Master Table
• Automate Calcualtions & Workflows
• Prepare analysis-ready dataset

Takeaways

• Ability to clean messy financial exports
• A consolidated financial dataset for later use

DAY 2 – Financial Insights Automation & AI-Driven Metrics

Build the Financial “Insight Watchdog Agent.”

Topics

• What an AI Agent is in finance
• Agent logic: observe → analyze → decide → report
• Load monthly financials automatically
• Detect unusual revenue or cost movements
• Build automated insights using simple rules
• Export insights to TXT/DOCX
• Generate an email-ready summary

Hands-On

• Build a Financial Anomaly Detector Agent
• Identify top drivers of change
• Automatic variance explanation

Takeaways

• End-to-end Financial Insight Agent
• Automated reporting foundation

DAY 3 – Financial AI Classification, Tagging & Pattern Detection

 Turn raw financial data into structured intelligence.

Topics

• • Use AI (OpenAI) to classify financial transactions:
    • Expense categories
    • Revenue drivers
    • Cost centers
    • Risk level
  • Add intelligent tags to enrich financial datasets
  • ,Detect patterns in Seasonal revenue,Unexpected cost behavior,Product performance,Customer segment trends
  • Generate AI-powered summaries

Hands-On

• Build your Financial Pattern Recognition Agent
• Auto-tag financial entries
• Convert raw data into insights

Takeaways

• Fully working financial intelligence layer
• One-click insight generation

DAY 4 –Full Automation: Forecast Intelligence + Reporting + Email Delivery

 Build a leadership-ready Financial Reporting Agent and demonstrate controlled what-if intelligence.

Topics

• • Integrating budget and forecast data into the existing pipeline
  • Automated variance detection (Actual vs Budget)
  • Rule-based decision scenarios for Overspending, Revenue shortfall,Margin risk
  • Creating a unified Financial Intelligence Table
  • Automated generation of:
    • Monthly performance summary
    • Budget vs Actual report
    • Product / Segment performance views
    • Risk and variance indicators
  • Producing professionalExcel and Word reports
  • Creating a leadership-ready summary for internal circulation

Hands-On

• Build a Financial Reporting & Decision Support Agent
• Configure simple scenario triggers
• Run the full pipeline end-to-end:
  • Load data
  • Analyze variances
  • Flag risks
  • Generate reports and summaries

Takeaways

• A complete Financial Reporting & Automation workflow
• Practical exposure to scenario-based decision intelligence
• Reusable reporting and automation templates
• Confidence in applying AI-assisted analytics in real financial environments

Corporate Registration

The program can be planned as a specialized corporate training for finance professionals, focusing on building industry-specific Agentic AI solutions for financial decision-making. Participants will learn to design autonomous AI agents for tasks such as risk assessment, portfolio optimization, fraud detection, algorithmic trading, and financial forecasting. This training enables finance teams to leverage agentic AI to enhance efficiency, accuracy, and strategic advantage in today’s data-driven financial environment.