Financial Analysis Using Analytical Tools 1.0
Agentic AI for Finance Professionals
AI Agents for Finance, Automation & Intelligent Workflows
Transform Finance with Agentic AI
A practical, hands-on masterclass designed to help finance professionals understand and apply Agentic AI, AI agents and intelligent automation to streamline finance workflows, automate tasks, enhance analysis and improve productivity.
Topics Covered
Session 1 · Agentic AI Foundations for Finance
What is Agentic AI?
AI Agents vs Generative AI
How AI Agents work
Agentic workflows for finance
AI Agents for research, analysis and reporting
Designing effective prompts and instructions
Practical: Build an AI-powered finance workflow
Session 2 · AI Agents for Finance Automation
Automating repetitive finance tasks with AI Agents
Financial data analysis and reconciliation
AI-powered reporting and MIS
Research and information gathering
Document and data processing
Multi-step finance workflows
Practical: Design an automated finance process
Session 3 · Building & Integrating AI Agents
ChatGPT, Claude, Gemini and other AI tools
Connecting AI Agents with finance tools
APIs and AI integrations
Model Context Protocol (MCP)
Multi-agent workflows
Human-in-the-loop finance automation
Practical: Create an AI-enabled finance workflow
Course Features
Expert-led, live & hands-on learning
Finance-focused Agentic AI applications
Practical AI agent and automation workflows
Exposure to AI tools, APIs & MCP
Real-world finance use cases
Finance prompts and tool reference resources
Course Highlights
Duration: 3.5 Hours
Date: 11 October 2026
Time: 01:00 PM – 04:30 PM
Mode: Virtual
Format: Live + Hands-On
Trainer: CA Namita Hiranandani
Who Should Attend?
Finance professionals, accountants, FP&A teams, management accountants, finance business partners, CFOs, MIS & reporting professionals, and anyone looking to develop practical Agentic AI and finance automation skills.
Enrol Now
Learn how to use AI Agents to automate finance workflows, reduce repetitive work and build smarter, more efficient finance processes.
