AI for your roleAlways updated

AI for Finance

A 20 minute course in using AI for everyday finance work: board reporting, spreadsheet analysis, forecasting and payment fraud checks, with the controls that keep the numbers right.

20 minutes6 short lessons8 question quizCertificateAny device

For: Finance and accounts staff, Management accountants, Credit control and payables teams, Small business owners

What you will learn

By the end, you will be able to

  • Use AI on spreadsheets, then reconcile every figure to source
  • Draft management commentary from your own figures
  • Structure a forecast and challenge its assumptions with AI help
  • Stop payment fraud with call backs on numbers you already hold
  • Keep financial and personal data in approved tools
  • Check every figure before it leaves the team
Always updated

AI changes every week. Don't worry, so do we.

A course recorded last year can teach menus that no longer exist. We built this course to keep up with the tools.

  • Checked every week against the latest AI tool updates, the law and guidance
  • Updated when something changes, usually the same week
  • Every update included in your 12 months of access

Up to date: checked 10 November 2026

Look inside

See how the lessons work

learn.capytech.co.uk
Start screen

Start screenReal screens from AI for Finance

Course content

Six short lessons and a quiz

  1. 01

    Commentary and board summaries

    2 min
  2. 02

    Spreadsheets and analysis

    2 min
  3. 03

    Variances and forecasts

    3 min
  4. 04

    Invoices, suppliers and payment fraud

    3 min
  5. 05

    Controls and audit trails

    3 min
  6. 06

    Finance data, safely

    2 min

  7. Knowledge check8 questions, 80% to pass, then download your certificate

    4 min

  8. Key takeawaysA short recap of the course

    1 min
About 20 minutes in totalStop and start whenever you like

Each lesson follows a colleague at a fictional UK company through a real work situation, then asks you to try the idea yourself.

Who it is for

Made for people at work

For finance teams and anyone who looks after the numbers in a small business.

  • Finance and accounts staff
  • Management accountants
  • Credit control and payables teams
  • Small business owners
Certificate

Your certificate of completion

Pass the 8 question quiz at 80% and download a PDF certificate with your name, the course, the date and a verification code anyone can check.

Save £178

Get this and 23 more in All Access

24 courses for £29 inc VAT instead of £207, each with its own certificate.

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Team prices

Buying for a team?

Every learner gets their own account and certificate, and you get one invoice. Tell us how many people and which courses, and we set it all up for you.

Ask about team prices

Want AI training for the whole organisation? See AI training.

  • £39 a person5 people or moreAll Access for each learner, with one invoice. Until 31 January 2027 everyone pays the £29 launch price.
  • Quote50 or more peopleA price built around your numbers, with progress reporting for managers.
FAQ

Questions, answered

Something else?

We answer every message ourselves, usually the same working day.

Is this regulated financial training?

No. It is practical training in using AI for everyday finance tasks. It does not cover regulated advice or any professional exam.

Can I get a refund?

Yes, if you have not started the course: ask within 14 days of buying and we will refund you in full. Once you start a course the sale is final, so if you want to see how our courses work first, try AI at Work: The Essentials, which is free. Your statutory rights are not affected.

Is this course up to date?

Always. AI changes every week, and so do we. We check this course every week. When an AI tool, the law or the guidance changes, the course changes, and the update reaches you straight away. The date of the last check is shown on this page, and every update is included in your 12 months of access.

Do I get a certificate?

Yes. Pass the 8 question quiz at 80% and you can download a certificate of completion as a PDF, with your name, the course title, the date and a verification code that anyone can check.

How long do I have access?

12 months from the day you buy, including every update we make to the course in that time. You can go back through the lessons as often as you like.

Can I take the course on my phone?

Yes. The course runs in your web browser on a phone, tablet or computer, with nothing to install, and it remembers where you got to.

Can I buy this course for my team?

Yes. All Access is £39 a person for 5 or more people (until 31 January 2027 everyone pays the £29 launch price), and we quote for 50 or more. Get in touch and we will set it up for you.

Start AI for Finance today

£9 inc VAT (£7.50 ex VAT), with 12 months access and every update.

Buy now, £9Or save with All Access

Buying for five or more people? Ask about team prices.

Book a free demo