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AI Finance Series: Build Your Own Finance Tools — No Coding

Use AI to build your own finance tools without coding—for journal review, balance sheet reconciliations, and AP billing fraud detection. Test each tool and run it every month.

5curated courses

+

16CPD hours

=

1consolidated certificate

·schedule16 CPD hrs·Appropriate for all levels·Published Oct 26, 2026

Credit Information

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The convenience pitch

What This Bundle Replaces

You already know what you need to do. The bundle collapses every step into one purchase.

Without this bundle

Searching, tracking, filing — 5 times.

closeSearch the catalog of 5 courses to find the ones that match your requirements
closeBuy 5 separate courses — at US$499 if you assembled it yourself
closeTrack progress across 5 separate enrollments and dashboards
closeDownload 5 different certificates and combine them yourself

→

With this bundle

One purchase. One certificate. Done.

checkOne purchase — US$125 for the whole bundle
checkOne progress tracker for all 5 courses
checkOne certificate — covers all 5 courses
checkTailored to your professional body's requirements

Coverage

Categories & CPD Hours

Structured around your CPD requirements.

Categories covered

checkTechnology for Accountants
16 hrs

One certificate, all 16 hours

Instant, in the format your professional body expects

Most providers issue you a stack of 5 separate PDFs. We issue one consolidated certificate that lists every topic, hours per topic, and totals — exactly what your professional body needs to file. Per-course certificates are still available if you prefer.

checkSingle PDF lists all 5 topics & 16 hours
checkVerification ID on every certificate
checkCertificates stored for life

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Without bundle

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CPD certificate

AI Finance Series: Build Your Own Finance Tools — No Coding5 courses · 16 CPD hrs

verified

With this bundle

5 courses · 16 CPD hours

Bundle Content

Each course is a standalone module.

If purchased separately: US$499Bundle: US$125You save US$374

About

Description

Many finance teams still review journals, reconcile accounts, and check vendor invoices in large Excel files that have to be rebuilt every month. This series shows you a different way: you use AI to build your own browser-based finance tools—no coding or IT skills needed.

Every course follows the same practical method. You describe what you need, the AI builds the tool from ready-made prompts, you test the result, and you improve it step by step without breaking what already works.

Through the series, you will learn to:

Build finance tools with AI: Create a journal explorer, a reconciliation tool, and an AP billing fraud dashboard that run in your browser.
Review journals in context: Filter the general ledger by period, account, partner, cost center, and more, switch to the complete journal, and add notes.
Reconcile balance sheet accounts: Match transactions, build match groups, track issues with color-coded statuses, and tie out to the trial balance.
Detect AP billing fraud: Check your AP data against 24 defined fraud patterns and investigate flagged cases with a consistent workflow.
Test before you rely on it: Check each tool with fictitious practice data and fix issues step by step before you use real company data.
Run and adapt the tools safely: Use them every month, export and re-import your work, and adapt them to your company's data while respecting data-privacy rules.

🎁 Included in every course: a prompt library and fictitious practice data, so you can build along step by step.

The series currently includes:

AI Finance: Build a Journal Explorer — No Coding – a general ledger review tool with filters, a complete-journal view, notes, and a monthly chart—plus eleven seeded accounting issues to find.
AI Finance: Build Your Automated Reconciliation Tool with AI – Part 1/3 – foundations, data analysis, the master prompt, and your first working version.
AI Finance: Build Your Automated Reconciliation Tool with AI – Part 2/3 – dynamic filters, transaction matching, match groups, color-coded statuses, custom lines, and recurring import and export tied to the trial balance.
AI Finance: Build Your Automated Reconciliation Tool with AI – Part 3/3 – prepayments, accruals, loans, fixed assets, intercompany, suspense, and inventory accounts, plus AI safety and customization.
AI Finance: Build an AP Billing Fraud Dashboard with AI – 24 defined fraud patterns, a best-practice investigation workflow, and monthly follow-up of new, changed, and reopened cases.

Whether you are an accountant, controller, auditor, finance manager, or fractional CFO, this series gives you practical tools for your monthly work—and the method to build the next one yourself.

Instructors

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Peter Ilas, FCCAPractical AI for Accounting & Finance | Build Your Own Tools | Fraud Prevention, E-Invoicing & Ethics | 30 Years of Experience

17 courses·3 reviews

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10-day money-back, even if you've started.

If it's not the right fit, you have 10 days to request a refund. Any certificates you earn remain valid.

FAQ

Questions Students Usually Ask

This bundle is a fixed set of pre-selected courses designed to cover specific topics and credit requirements. You can view the full list under the Courses Included section on this page, and click on any title to see detailed course information. Your purchase covers the courses listed here; it does not include access to the rest of our course library.

Stop Searching. Get this Bundle.

16 CPD hours, one certificate, 10-day money-back.

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boltInstant certificate·

verifiedCertificates stored for life