Automate Your Financial Admin

Move beyond generic advice and learn the top 5 AI use cases that will have the biggest impact on your daily tasks, whether you're in marketing, sales, HR, or operations.

Improved Forecasting

Go beyond the spreadsheet. Discover how to use AI to analyze deep historical patterns in your financial data to create more accurate and dynamic budgets and cash flow forecasts, enabling smarter strategic planning.

Strengthened Financial Controls

Protect your organization from risk. This course covers how AI can monitor transactions in real-time to detect fraud and anomalies, and how to use it to stay on top of regulatory changes, ensuring a more secure and compliant operation.

About the Course

This course provides a practical playbook for finance professionals who want to use AI to drive efficiency, accuracy, and insight. We offer clear, actionable strategies for automating your accounts payable and expense management, improving the speed and reliability of your financial close, and leveraging AI for more sophisticated forecasting and budgeting. You’ll learn how to turn your financial data into a strategic asset, moving from a backward-looking reporter to a forward-looking analyst. By the end of this course, you’ll have the skills to build a more efficient, secure, and intelligent finance function. AI Topic Keywords: AI for Finance, AP Automation, Expense Management, Financial Forecasting, Fraud Detection, Anomaly Analysis, Financial Reporting, Regulatory Compliance (RegTech), Budgeting, Cash Flow Analysis. Specific Skills Learned: Automated Invoice Processing, Expense Reporting Automation, Financial Forecasting & Modeling, Anomaly Detection, Automated Financial Reporting, Compliance Monitoring.

Course Creator. Coach. Consultant.

Brett Price is a business and technology consultant with over 25 years of experience helping small and medium-sized organizations improve productivity through strategic planning, operational improvements, and digital transformation. As a founder of AIQGroup.ca, he has trained hundreds of leaders and teams to leverage digital technologies and AI. This AI Learning Series distills these insights into practical, role-specific training, empowering you to do more with less in today’s fast-changing world.

Course Curriculum

5 Chapters · 26 Lessons

  1. 1

    Chapter 4.9.1: Daily Financial Operations

    1. (Included in full purchase)

      4.9.1.1: Invoicing and Receipts

    2. (Included in full purchase)

      4.9.1.2: Vendor Bills & Payments

    3. (Included in full purchase)

      4.9.1.3: Expense Management

    4. (Included in full purchase)

      4.9.1.4: Bank Reconciliations

    5. (Included in full purchase)

      4.9.1.5: Accounts Payable and Receivables

    6. (Included in full purchase)

      4.9.1.6: Payroll and Timesheet Verification

  2. 2

    Chapter 4.9.2: Financial Reporting & Analysis

    1. (Included in full purchase)

      4.9.2.1: Financial Statements (P&L, Balance Sheet)

    2. (Included in full purchase)

      4.9.2.2: Cash Flow Analysis and Visualization

    3. (Included in full purchase)

      4.9.2.3: Custom Financial Dashboards to Track KPIs

    4. (Included in full purchase)

      4.9.2.4: Financial Trend Analysis and Anomalies

    5. (Included in full purchase)

      4.9.2.5: Financial Reports for Non-Finance Stakeholders

  3. 3

    Chapter 4.9.3: Budgeting & Forecasting

    1. (Included in full purchase)

      4.9.3.1: Annual Budgets

    2. (Included in full purchase)

      4.9.3.2: Revenue Forecasting

    3. (Included in full purchase)

      4.9.3.3: Predicting Future Expenses and Identifying Cost-Saving Opportunities

    4. (Included in full purchase)

      4.9.3.4: Scenario Analysis

    5. (Included in full purchase)

      4.9.3.5: Tracking Budget vs. Actuals with Automated Alerts

  4. 4

    Chapter 4.9.4: Cash Flow & Grant Management

    1. (Included in full purchase)

      4.9.4.1: Working Capital Analytics

    2. (Included in full purchase)

      4.9.4.2: Managing Receivables and Reducing Days Sales Outstanding

    3. (Included in full purchase)

      4.9.4.3: Grant Tracking, Budgeting, and Reporting (for Non-Profits)

    4. (Included in full purchase)

      4.9.4.4: Managing Vendor Payments and Payables

    5. (Included in full purchase)

      4.9.4.5: Short-Term Cash Forecasting

  5. 5

    Chapter 4.9.5: Risk, Compliance & Strategy

    1. (Included in full purchase)

      4.9.5.1: Fraud Detection in Transactions and Expenses

    2. (Included in full purchase)

      4.9.5.2: Tax and Regulatory Compliance

    3. (Included in full purchase)

      4.9.5.3: Financial Risk Assessment

    4. (Included in full purchase)

      4.9.5.4: Strategic Decision Making

    5. (Included in full purchase)

      4.9.5.5: Audit Preparation

What People Are Saying

Join others who have taken this course and see the impact AI can have on your work

”
“AIG brought our "new parent" training education program to life. We had the content but no experience with educational platforms or how to effectively present the information to our clients. They provided creative effective options. They listened to our needs, problem solved, trained our staff and created an education program that we can be proud of for years. I would highly recommend AIQ to any organization wanting to set up training programs for staff or clients.”
Delia R.

Executive Director, BC Non-Profit

”
“AIQ was instrumental in encouraging and leading our digital transformation. They successfully worked with us to design, build, test and refine a Custom GPT "Virtual Therapy Assistant" and are now effectively training our sector consisting of hundreds of therapists across the province through the implementation stage. They truly listened, tackled many questions with ease, researched best practice and led the initiative extremely well.”
Denise W.

Executive Director, BC Non-Profit

”
“AIQ has been a “champion” of our organization since our inception. Through the Columbia Basin Trust Non-Profit program, they worked with us on developing first strategic plan, and most recently, presented an informative and valuable AI presentation at our Speaker Series. Currently we are working with them again to streamline our information management and production workflows. I endorse AIQ and would be excited to refer our members to this AI learning series."
Kevin P.

Executive Director, BC Outdoor Economic Development Organization

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