AI for Finance & Accounting

AI applications in financial planning, analysis, and accounting

Explore courses from experienced, real-world experts.

No courses found.

Most Popular

No courses found.

No courses found.

Popular Instructors

These real-world experts are highly rated by learners like you.

Philip Teale

Philip Teale

Hello, I'm Philip Teale , and I help finance, accounting and financial planning professionals thrive in the age of AI. For the past 10 years , I've been at the forefront of digital and tech solutions within the financial services sector, and have seen firsthand how much revenue and attention are wasted on manual, repetitive tasks. My mission with Phlare.org is simple: to bring you the practical, proven strategies and tools you need to stop doing the "administrivia" and start focusing on high-value growth. I understand that for an accounting firm or financial planner, every hour is precious. My courses are specifically designed to tackle the most arduous, time-consuming parts of your business, such as client onboarding, compliance checks and data entry. Imagine reclaiming 20% or even 30% of your team's day. That’s not a pipe dream; it's the realistic outcome of implementing smart AI and automation . For senior leaders at larger institutions, these courses provide a critical framework for scalable efficiency, reducing operational costs, and future-proofing your business against market pressures. I focus on showing you exactly how to save time and money by turning inefficient workflows into automated powerhouses. In my courses, you won't just learn about the technology; you’ll learn how to implement it to generate tangible returns. I translate complex concepts into clear, actionable steps, ensuring that whether you’re a partner at a firm or a department head at a bank, you can immediately apply these solutions to boost your firm's revenue and free up your most valuable resource - your attention . Let's work together to automate the mundane so you can dedicate your expertise to strategic client service and business growth. I look forward to helping you transform your business with the power of intelligent automation.

Students1
2courses
Meet Philip Teale
Nikhil Jois

Nikhil Jois

AI instructor with proven results applying machine learning across video, audio, education, medicine, law and more.

Students0
1courses
Meet Nikhil Jois
Dr. Constance Quigley

Dr. Constance Quigley

Dr. Constance Quigley is an entrepreneur, AI ethics consultant, business strategist, and award-winning author dedicated to helping leaders and organizations integrate artificial intelligence with integrity. She believes technology should amplify human potential—never replace it—and works with entrepreneurs, executives, and teams to design ethical, future-ready strategies that spark innovation and build trust. Whether writing, speaking, consulting, or teaching, her mission remains consistent: to empower people to lead boldly, think critically, and shape a future where progress and principles move in harmony. Professional Background Dr. Quigley holds a Doctorate in Business Management with a specialization in Organizational Leadership, along with an MBA. She has spent years helping leaders and organizations navigate transformation across corporate strategy, ethical AI integration, leadership development, and creative brand growth. Her career includes advising executives, building strategic roadmaps, and guiding organizations through digital transformation with a focus on ethics, accessibility, and human-centered innovation. She has worked across multiple industries—including technology, education, creative arts, healthcare, and entrepreneurship—giving her a multidisciplinary perspective that informs her teaching and consulting. As an author and speaker, she shares insights on purpose-driven technology, leadership excellence, and practical strategy design. Her blend of academic rigor, hands-on consulting experience, and creative problem-solving enables her to help individuals and organizations build systems that last, lead, and inspire. Certifications & Professional Development My Story My journey has never fit into a single box. It has unfolded at the intersection of two worlds : business and caregiving, strategy and service, innovation and humanity. Long before AI ethics and executive consulting became central to my work, the realities of healthcare shaped me, supporting family members with disabilities and developing a deep understanding of what compassionate, consistent care truly demands. In many ways, caregiving was my first education in leadership. As I built my career in business, strategy, and technology, I never stepped away from healthcare; I carried it with me. I worked across both paths in tandem, designing strategic roadmaps and guiding organizations through digital transformation, while also managing complex care plans, advocating within healthcare systems, and completing advanced training through the U.S. Department of Veterans Affairs and the American Caregivers Association. These parallel experiences formed a unique foundation: analytical enough to navigate corporate structures, and human-centered enough to understand the weight of real-world impact. While academia often rewards specialization, my life required integration. My roles as consultant, strategist, educator, and caregiver each informed the rest. Supporting individuals in vulnerable moments taught me that leadership is never abstract; it is personal, relational, and deeply grounded in empathy. Working in AI and organizational strategy reinforced that systems must be built ethically and with intention, because real people live with the consequences. Today, my work bridges both worlds. I help leaders adopt ethical AI, strengthen organizational culture, and innovate responsibly, guided by the same principles I learned through caregiving: protect dignity, promote clarity, build structures that support people, and ensure that progress never comes at the cost of humanity. Every chapter of my life has led me to one conviction: When technical innovation and human compassion move together, we build a future that truly serves people.

Students1
1courses
Meet Dr. Constance Quigley
Charles Zimmerman

Charles Zimmerman

Charles Zimmerman – AI Learning Instructor With over two decades in digital learning and LMS enablement, I’ve built a career around making complex systems simple, useful, and engaging. From implementing large-scale platforms like Thought Industries and Oracle Learn to mentoring administrators and creators through MyLearn.me, I’ve seen firsthand how technology can unlock potential—when people understand how to use it. As an AI instructor, my focus is on bridging the gap between curiosity and capability. Whether you’re a beginner exploring your first AI prompt or a mid-level learner building your first automation, I want to help you connect the dots between what’s possible and what’s practical. My lessons move from nano learning to macro learning—quick wins that build toward lasting understanding. You’ll find resources, discussions, and downloads that help you get started today. Together, we’ll make this whole AI “thing” more digestible, useful, and, yes—fun. I too am a lifelong learner, so I invite your feedback, updates, and questions.

Students2
2courses
Meet Charles Zimmerman
Arbaz Khan

Arbaz Khan

Hello, I am Arbaz Khan , a Computer Science Engineer. I have experience in  IoT, Python, Data Science , and learning New Technologies. Also, I am good at  C, C++, JAVA. I love to Automate things like Home Automation and other tasks using  Python Programming  Language. I'm also running my own startup named GetSetCode were  We are working on innovative real-time projects related to AI, ML, IOT, Automation, and Robotics.

Students1
2courses
Meet Arbaz Khan
Timothy Henize

Timothy Henize

I help small businesses and teams bridge the gap between human expertise and AI efficiency. With 18 years of leadership and project management experience as Director of Operations at Cincinnati Children’s Hospital Medical Center, I know what it takes to manage people, processes, and technology at scale. After earning my post-graduate certificate in AI & Machine Learning from Purdue University, I founded The AI Handyman LLC , where I design practical AI workflows, automation tools, and education programs that make cutting-edge tech accessible to everyone, not just seasoned developers. On Phlare, my goal is to demystify AI for real-world use: showing business owners, educators, and professionals how to use AI ethically, efficiently, and creatively to save time and grow their personal brands or businesses.

Students0
1courses
Meet Timothy Henize
Erick Barreat

Erick Barreat

My name is Erick Alejandro Barreat Lopez. I came to the United States from Venezuela as a child, and those early years taught me something that shaped my entire life. Growth comes from showing up, staying curious, and building forward no matter the circumstance. That belief is the reason I created EB DevTech. I want people to have tools that raise them up, sharpen their thinking, and give them the freedom to focus on what matters. II’ve spent my career inside real operations; manufacturing, insurance, logistics, education, and small business; working with people who carry real responsibility and need clarity, not noise. My work is to build systems and AI tools that create time, reduce mental load, and strengthen the teams doing the work. Everything I teach is built from experience, fixing broken workflows, designing AI agents that actually perform, and helping people think clearly so they can move with purpose. If you’re here to grow, sharpen your mind, and build the future with intention, you’re in the right place. My goal is simple: ignite something in you that helps you rise, lead, and move forward with conviction.

Students1
1courses
Meet Erick Barreat
Kay Stoner

Kay Stoner

I'm a seasoned technologist, working in information applications since 1992. Over the years, I have championed accessibilty initiatives at a leading Financial Services and since 2000 led search programs at multiple multinational corporations. I've been in the business of connecting people with the information they need to work better, live better, and be better for over 30 years, and now I'm active in the AI space. I've been working daily with generative AI since late 2023, specializing in building teams of AI personas, specially configured to collaborate with each other and people to achieve amazing results. Generative AI is a fantastic thought partner. It's not just about automation and transactions. It's also a secret weapon for ideation, creativity, and unpacking issues that keep professionals and organizations blocked by old information and outdated structures. By unlocking the power of AI through personas, self-defensive prompting techniques, and establishing your clear executive presence, you can realize the kinds of results that have eluded you for too long. Get the help you've always wanted - and needed - with AI... like you've never seen it.

Students0
1courses
Meet Kay Stoner
Chinaza Imala, MBA

Chinaza Imala, MBA

Chinaza Imala is an AI Adoption Trainer and Consultant dedicated to helping professionals and organizations embrace artificial intelligence with confidence, strategy, and impact. As the founder of nazAi Edge , Chinaza delivers adaptive training that empowers executives, analysts, healthcare professionals, educators, and creatives (just to name a few) to integrate AI tools into their workflows—boosting efficiency, reclaiming valuable time, and unlocking innovation. He is also a Creative Partner at Head AI, the World's First AI Marketer. Certified by ServiceNow as an IT Leadership Professional, his client portfolio includes professionals at leading organizations such as Oracle, Getty Images, and Eaton , where he has guided them through cautious and effective AI adoption strategies tailored to their industries. Known for blending data-driven decision-making with human-centered insight, Chinaza ensures that AI becomes a practical enabler rather than a disruptive challenge. With an MBA in Operations and Supply Chain Management and a background in Engineering , Chinaza has built a multidisciplinary career across Africa, North America, and Europe , giving him a global perspective on technology adoption and change management. Chinaza is also the Producer of Nazalytics , a podcast recognized by Professors in North America and Europe as a valuable resource for students learning about innovation & technology management and digital transformation. As a cautious AI adoption advocate , Chinaza combines technical expertise, global experience, and a passion for education to help organizations harness AI responsibly and sustainably. His media contributions and training sessions reflect his mission: to make AI adoption accessible, ethical, and transformative for all.

Students0
0courses
Meet Chinaza Imala, MBA

Featured course

Many learners enjoyed this highly rated course for its engaging content.

Invoice & Expenses to Done - From Inbox to Accounts in Minutes
Expenses

Invoice & Expenses to Done - From Inbox to Accounts in Minutes

$249.99

Professor

Philip Teale

All AI for Finance & Accounting courses

Not sure? All courses have a 30-day money-back guarantee

Invoice & Expenses to Done - From Inbox to Accounts in Minutes

Invoice & Expenses to Done - From Inbox to Accounts in Minutes

Use n8n to automatically extract invoice & expense data into Airtable, ready for Quickbooks

Intermediate

ACTIVE

ProfessorPhilip Teale

Frequently asked questions

AI bookkeeping tools like Vic.ai and Botkeeper automatically categorize expenses, match receipts to transactions, and reconcile accounts. This reduces errors and saves hours of manual entry, giving small businesses a faster way to stay on top of their books without extra staff.

Platforms such as Cube, Datarails, and Microsoft Excel Copilot can turn raw financial data into dashboards and summaries in seconds. They generate real-time profit & loss reports, cash flow statements, and forecasts without requiring complex spreadsheet formulas.

AI uses historical transaction patterns and predictive models to forecast incoming revenue and outgoing expenses. This gives CFOs and finance teams a clearer picture of liquidity risk, helping them plan “what-if” scenarios and avoid cash shortfalls.

Yes. AI-powered tools like Expensify and Ramp scan receipts, extract data, and auto-tag expenses to the right ledger categories. This eliminates manual sorting while maintaining compliance for audits and tax filings.

AI monitors transactions in real time to flag unusual spending patterns, duplicate invoices, or policy violations. Machine learning models are especially effective at spotting fraud attempts faster than traditional rules-based systems.

AI forecasting platforms let CFOs adjust variables like headcount, sales volume, or market shifts to instantly model outcomes. These scenario analyses give executives data-driven confidence when making decisions about hiring, expansion, or investments.

AI tax platforms like Intuit AI and Avalara help identify deductions, flag compliance risks, and check filings against regulations. While they reduce errors, final review by licensed tax professionals is still critical for full accuracy and legal compliance.

Most leading accounting platforms now include AI plugins or native features. These integrations can suggest journal entries, forecast revenue, and even answer natural language questions like, “What were our top three expenses last quarter?”

Excel Copilot works inside spreadsheets to automate formulas, data cleaning, and summaries. AI dashboards, on the other hand, connect to multiple systems and provide interactive visualizations and natural-language queries for executives.

Yes. AI expense monitoring tools analyze transactions continuously and send alerts for outliers, duplicate charges, or suspicious vendor activity. This proactive detection prevents fraud and improves financial oversight.

AI platforms generate automated reports, Slack updates, and scheduled dashboards that can be distributed to operations, sales, and leadership teams. This ensures everyone works from the same up-to-date financial intelligence.

Absolutely. AI can pull metrics like ARR, burn rate, and runway into automated investor dashboards or pitch-ready slides. Founders save time while ensuring data accuracy when preparing for board meetings or fundraising rounds.

Risks include over-trusting outputs without review, compliance gaps, and data security issues. AI should be treated as an accelerator, not a replacement, for professional judgment. Finance teams must keep humans in the loop for critical filings.

Banks leverage AI to scan massive transaction logs, detect money laundering red flags, and identify regulatory breaches faster than human auditors. This helps them meet reporting obligations and avoid costly penalties.

The ROI comes from faster closes, fewer manual errors, reduced fraud losses, and more accurate forecasts. Studies show finance teams using AI save 30–40% of time on reporting and reconciliation, freeing resources for higher-value strategic work.