AI Course for Finance Professionals & CAs | Thinking Bridge
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AI Course for Finance Professionals & CAs

Thinking Bridge's AI course for finance professionals is built specifically for Chartered Accountants, CA students, and finance professionals — not a generic AI course with finance branding added on. In 20+ hours of hands-on training, you'll master ChatGPT, Excel automation, and prompt engineering for real audit, tax, and reporting workflows.

20+ Hrs of Hands-on AI Training

Master AI Tools like ChatGPT, Claude, Gemini, and others to Simplify Analysis & Reporting

Boost Productivity in Finance with Real-World AI Skills

100
Recruiters
30
AI Tools
4.8
Reviews

Our Alumni Placed in 100+ Top Companies

p1
Saitej Paruchuru
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Audit Masterclass

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Vinamrata Hada
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Career MasterClass

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Mohit Sudhindra
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Excel & Power BI

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Palak Gupta
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Audit MasterClass

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Harsh Gupta
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Articleship Master

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Chirag Maindan
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Transfer Pricing

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Reema Sharma
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Interview Masterclass

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Jeevesh Wadhwa
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Transfer Pricing

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Naman Jain
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Transfer Pricing

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Vulli Saikiran
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Career Masterclass

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Jaikishin Badlani
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Direct Tax

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Vivek Taneja
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Internal Audit

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Pavni Gupta
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GST Masterclass

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Sanchita Agarwal
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GST MasterClass

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Som Khandelwal
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Audit Masterclass

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Aditi Khaitan
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Audit MasterClass

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Aashna Gupta
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GST Masterclass

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Harshada Khandelwal
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Interview MasterClass

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Anshika Kesarwani
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Interview MasterClass

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Raj Kumar
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Excel & Power BI

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Shobhit Gupta
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Audit & Internal Audit

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Mohicka Varsha
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Articleship Master

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Shreyansh Agrawal
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Interview MasterClass

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Saitej Paruchuru
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Audit Masterclass

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Manisha Agrawal
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Internal Audit

p1
Mohit Sudhindra
|

Power BI MasterClass

p1
Palak Gupta
|

Audit MasterClass

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Yashwant Raj
|

Audit Masterclass

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Reema Sharma
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Interview Masterclass

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Jeevesh Wadhwa
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Transfer Pricing

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Naman Jain
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Data Analytics

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Vulli Saikiran
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Career Masterclass

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Jaikishin Badlani
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International Tax

p1
Vivek Taneja
|

Internal Audit

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Radheshyam Agarwal
|

Career Masterclass

p1
Sanchita Agarwal
|

Audit & GST ....

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Som Khandelwal
|

Audit Masterclass

p1
Aditi Khaitan
|

Audit MasterClass

p1
Ritik Giri
|

GST Masterclass

p1
Harshada Khandelwal
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Interview MasterClass

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Anshika Kesarwani
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Interview MasterClass

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Harsha Vardhan Pulla
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Audit MasterClass

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Chirag Garg
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Audit MasterClass

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Prachi Ramraika
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Articleship Master..

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Shreyansh Agrawal
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Interview MasterClass

AI Course Highlights for Finance Professionals

20+ Hours Video-Lectures AI Course

15+ Structured AI Sessions with Practical Training

30+ AI Tools Templates & Prompt Guides Covered

Hands-on Practicewith AI for Finance Tasks

Real-World Use Cases on AI Tools

Placement Assistance

Our Experienced Faculty

CA Archit Agarwal
CA Archit Agarwal
10+ yrs of Experience |

Archit is a Chartered Accountant, an alumnus of Deloitte with 10+ years of experience, founder of Thinking Bridge and has trained 80,000+ learners across domains like Assurance, Taxation, Finance etc. and placed them in Big4s & top MNCs. Also, as a partner at a leading New Delhi firm, he has led audits and consulting assignments for listed companies, top banks, and PSUs. He’s a specialist trainer and advocates the importance of practical knowledge and skills across all domains.

CA Chirag Kagzi
CA Chirag Kagzi
10+ yrs of Experience |

Meet Chirag Kagzi, a seasoned finance professional who attained his CA qualification in 2016. Currently spearheading finance at a prominent FMCG in India, Chirag boasts around ten (10) years of experience with one of the Big 4 firm, Deloitte, leading CA firms, and a stint at India's largest telecom, Bharti Airtel Limited. In his leisure time, he engages in the strategic game of chess.

Worked With

Session Plan

  • Introduction About Course - AI and ChatGPT for Finance
  • What is Artificial Intelligence (AI)?
  • Introduction to ChatGPT and other key AI tools
  • Understanding of Artificial Narrow Intelligence (ANI) & Artificial General Intelligence (AGI )
  • Brief understanding of Components of AI - Machine Learning (ML), Deep Learning (DL), Robotics & Computer Vision, Natural Language Processing, (NLP)
  • Basics of ChatGPT: What is ChatGPT, Key features of ChatGPT, How finance professionals can use ChatGPT

  • Prompt Engineering: How to give the right instructions?
  • Good Prompt vs. Bad Prompt
  • Different Types of Prompting Techniques
  • Output control: getting clear and useful results

  • Using AI for drafting & writing
  • Using AI for Emails, Articles & Letter writing
  • Using ChatGPT for replying to Notices, Searching case laws
  • Drafting appeals & petitions using AI

  • Using the OCR Functionality of AI - Data Extraction from PDF & Images
  • Extraction of Financial Data from Annual Reports to Excel for Analysis
  • Year-on-Year Comparison of Financials to draw insights
  • Data Structuring from Bank Statement for efficient accounting
  • ITC Financial Analysis: Ratio Analysis, KPI Tracking using Charts & Graphs, Dashboarding, Industry Benchmarking Analysis

  • Create Your Own GPT
  • Publish your Custom GPT for public sharing
  • How to configure & effectively create custom GPTs using prompting best-practices
  • Practical Finance Use Cases across Taxation & Accounting

  • Data Structuring and Cleaning
  • Variance and Ratio Analysis using AI
  • Creating MIS Reports
  • Using Power Query with AI
  • VBA Coding & Macro Creation
  • Creating Complex Custom Formulaes using AI
  • Embedding Created Macros Permanently

  • Resume Creation, Review and Validation using AI
  • Job Description (JD) to Resume Match
  • Keyword Identification & Inclusion in Resume
  • Real-Time Mock Interview Practice With Complete Feedback using AI

  • Using web-extensions & AI tools for extracting Email IDs of HRs & Partners
  • Customized Connection Request
  • Cold Email Writing using AI

  • Social Media Content Creation for LinkedIn, YouTube
  • Content Writing for Blogs & Articles
  • Images & Thumbnails creation
  • Video Creation & Video Editing
  • AI Content Detection & Humanizing AI Content.
  • Creating Google and Meta Ads using AI

  • Investor Analysis and Stock Recommendation using AI and ChatGPT
  • Analyzing company financials using AI
  • Summarizing data & information for decision-making
  • Conversation & Translation in Different Languages with AI
  • Image creation with AI
  • Conversion of T-shaped Financial Statements to Vertical Format as per standards

  • Creation of Process Flowcharts & timeline diagrams with AI
  • Data Visualization using Bar Diagrams, Pie Charts etc.
  • Conduct In-Depth Research using Deep Research Mode of ChatGPT

  • Paid Features of ChatGPT
  • Limitations and Restrictions of using ChatGPT in Finance

  • Using CA GPT for CAs & CA students

  • Creation of AI Automation Tools for Finance Use Cases
  • Using AI Agents for Creation of Financial Dashboards
  • Creating Automations Using Google App Script

  • Introduction to other 30+ AI Tools for finance
  • ChatGPT vs Gemini vs Co-Pilot vs Grok vs DeepSeek
  • Claude, Perplexity, Gamma, Napkin, Notebook LM, Merlin, Office 365, Canva etc.
  • Using CA GPT for Professionals and Students
  • Other Latest AI Tools

  • MCQs-Based Exam Online - Practical Exam Based on AI and ChatGPT Course Module

Best AI Tools for Accountants & Finance

And Many Others

Who should Join:

  • User Icon Fresher & Experienced Chartered Accountants
  • Graduate Icon Commerce Graduates
  • CA Icon CA Aspirants & Semi Qualified CAs
  • ACCA Icon ACCA Aspirants & ACCA Professionals
  • CS Icon CS & CMA Aspirants
  • Career Icon MBA Finance students and fresh graduates
  • Career Icon Anyone looking to upskill in AI and ChatGPT finance

What Will You Learn

AI
Fundamentals

  • Grasp the basics of Artificial Intelligence, Generative AI, and how ChatGPT fits into the finance ecosystem.

Prompt
Engineering

  • Learn to write effective prompts that generate accurate, finance-specific outputs every time.

Draft Reports
in Minutes

  • Use ChatGPT to create audit notes, financial summaries, emails, and notices—faster and smarter.

Data Structuring
& Financial Analysis

  • Clean messy data, analyze reports, and extract insights using AI-powered tools and techniques.

Interview Preparation
& Resume Building

  • Create tailored resumes, simulate finance interview questions, and match your profile to job descriptions with AI help.

Excel
Automation

  • Generate complex formulas, build macros, and automate financial models with ChatGPT and VBA.

Boost
Productivity

  • Combine ChatGPT with Excel, Google Sheets, and Notion to automate reporting and streamline your daily workflow.

PDF & Image
Data Extraction

  • Analyze scanned reports, convert images to spreadsheets, and draw insights from visual data using AI.

Multilingual
Assistance

  • Translate financial documents and understand regulatory frameworks across regions using AI.

What Participants say

CA Mamta Jangra

CA Mamta Jangra

Recently I have joined Adani Group as an Assistant Manager. Thinking Bridge courses helped me in preparing for my interview. It helped me to phrase my interview answers.

CA Jeevesh Wadhwa

CA Jeevesh Wadhwa

Thinking Bridge courses are 100% practical. They helped me in cracking Big 4 Interviews. Live mentoring sessions taken by faculties helped in answering career-related queries.

Mukuljeet

CA Mukuljeet

When I heard about Thinking Bridge courses, I didn't think twice & took the course. It was one of the best decisions I've ever taken. It really helped me in getting placed in PWC.

Mayank Sharma

Mayank Sharma

This course gave me immense practical insights. It not only helped me in getting an edge in interview but also helped in dealing with case based & practical questions.

Sakshi Gupta

CA Sakshi Gupta

I am a CA by profession. I have been placed in PWC India. This course gave me a perspective as to how work is done in Big 4s & Top firms. It was a very insightful course.

Gursaheb Singh

Gursaheb Singh

Thinking Bridge helped me to master the important formulas of excel and their practical implications. The course help me to revise whole concepts in very less hours.

CA Mamta Jangra

CA Mamta Jangra

Recently I have joined Adani Group as an Assistant Manager. Thinking Bridge courses helped me in preparing for my interview. It helped me to phrase my interview answers.

CA Jeevesh Wadhwa

CA Jeevesh Wadhwa

Thinking Bridge courses are 100% practical. They helped me in cracking Big 4 Interviews. Live mentoring sessions taken by faculties helped in answering career-related queries.

Mukuljeet

CA Mukuljeet

When I heard about Thinking Bridge courses, I didn't think twice & took the course. It was one of the best decisions I've ever taken. It really helped me in getting placed in PWC.

Mayank Sharma

Mayank Sharma

This course gave me immense practical insights. It not only helped me in getting an edge in interview but also helped in dealing with case based & practical questions.

Sakshi Gupta

CA Sakshi Gupta

I am a CA by profession. I have been placed in PWC India. This course gave me a perspective as to how work is done in Big 4s & Top firms. It was a very insightful course.

Gursaheb Singh

Gursaheb Singh

Thinking Bridge helped me to master the important formulas of excel and their practical implications. The course help me to revise whole concepts in very less hours.

Bonuses Worth ₹15000

12+ Free Technical Sessions

Worth ₹3000/-

FREE

50+ Interview Resources

Worth ₹3000/-

FREE

Mentorship From Industry Experts

Worth ₹4000/-

FREE

Lifetime Free Placement Assistance

Worth ₹5000/-

FREE

Demo Sessions of AI and ChatGPT for Finance MasterClass

Validity of AI and ChatGPT for Finance MasterClass

120 Days from the date of Enrolment

Frequently Asked Questions — AI Course for Finance Professionals

Yes. All concepts are taught from the basics. No prior knowledge of AI or ChatGPT is required — the course builds practical skills from the ground up for finance professionals and CAs.

Most learners complete the course in 10–15 days with consistent daily effort, since it is self-paced and accessible anytime.

You can post your queries on Discussion forum, our faculties reply regularly on the forum. Also, live sessions are conducted by faculties on regular basis.

Yes, the course is fully online and self-paced. Videos, workpapers, and assignments can be accessed anytime after enrolling, on laptop, tablet, or smartphone.

It is 100% practical and built specifically for finance workflows — covering Excel automation, audit drafting, financial analysis, and tax notices using AI, rather than generic ChatGPT use-cases.

Yes. The flexible, self-paced format is designed to fit around a working professional's schedule, including Chartered Accountants and finance managers.

Yes, the course can be accessed anytime on any device – laptop, tablet, or smartphone.

Yes. Adding the AI & ChatGPT MasterClass Certificate from Thinking Bridge to LinkedIn strengthens a finance professional's profile.

Get Placement Updates & Important Resources

Get Updates for: Latest Job opportunities in Big 4s & Top Firms, Important Resources for Interview Preparation, Updates from the Finance World

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