AI for Accounting & Finance

Automate Reports, Analysis & Financial Decisions with AI Agents

Transform your financial operations with intelligent AI agents. From automated bookkeeping to real-time cash flow analysis, master the AI tools reshaping the CFO's office.

LevelIntermediate

Duration7 Hours

FormatPractical Workshop

Book for my team

* Train up to 15 employees per session

Offered by

Stigma Technologies

AI Center of Excellence

workspace_premiumStigma Technologies Certificate

public100% French & English

restaurantLunch included (Uber Eats / Doordash)

Eligible Subsidies

Scale AIJusqu'à 85%

ESSOR (IQ)Up to $20,000

Productivity50%+

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What you will learn

check_circleDeploy an AI agent to automate invoice processing and reconciliation

check_circleGenerate instant financial reports and commentary with LLMs

check_circleBuild cash flow forecasting models using AI-powered spreadsheets

check_circleAutomate expense classification and audit-ready documentation

check_circleUse AI to detect anomalies and reduce financial risk

Course Syllabus

The AI-Powered Finance Department

9:00 - 10:30

Overview of AI tools transforming accounting: Claude, ChatGPT, Copilot for Finance, and specialized agents.

Invoice & Expense Automation

10:45 - 12:00

Building an AI agent to extract, classify, and route invoices automatically. Live demo with real documents.

restaurant

Lunch Break

12:00 - 13:00

Lunch included via Uber Eats or Doordash.

Bon Appétit

AI Financial Reporting & Analysis

13:00 - 14:30

Using LLMs to generate management commentary, variance analysis, and board-ready summaries from raw data.

Cash Flow & Forecasting Agents

14:45 - 16:00

Building automated forecasting workflows that pull live data and update predictions in real-time.

Risk, Compliance & Audit Trail

16:00 - 17:00

AI for anomaly detection, Loi 25 compliance, and keeping an auditable AI paper trail.

Skills you will gain

Financial Analysis AutomationAI Agents for AccountingCash Flow ForecastingExpense Intelligence

Prerequisites

infoRecommended Prerequisite

This course requires the fundamentals of IA decouverte

Basic financial management experience. AI Discovery recommended.

Who it is for

CFOs, Controllers, Accountants, and Finance Managers.

Available Financial Aid

Reduce your net cost by up to 85%

This training program is eligible for several Canadian and Quebec government grants. Stigma Technologies guides you through the application process.

auto_awesomeScale AI — Custom AI Training

$5,000 – $1,000,000

Covers up to 50% of costs (85% for first $100k in Quebec). Ideal for company-wide customized AI training.

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account_balanceESSOR – Digital Transformation & Investment

$20,000 – $50,000

Supports Quebec businesses in their feasibility studies, digital diagnostics, and implementation of digital action plans.

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schoolProductivité-Compétences (Gov. QC)

55M$ Envelope over 2 years

Supports workforce training projects tailored to new SME realities, including AI and digital innovation.

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flagDEC — Regional AI Initiative (IRIA)

Up to 50% of costs

Economic Development Canada funds AI adoption for SMEs across Quebec regions.

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receipt_longCDAE Tax Credit (Revenu Québec)

Up to 30% of eligible salaries

Refundable credit for IT companies developing or integrating AI solutions. Applicable to licensed digital products.

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scienceIRAP — AI Assist (NRC)

$750,000 – $10,500,000

NRC support for innovative SMEs working on AI, IT, or tech projects. Covers professional services and education.

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Stigma Technologies helps you identify and submit grant applications. Request your free subsidy diagnostic.

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Take Action

Book or Fund Fund Your Training

Train your teams at $2,500/day, or let us handle your grant applications to reduce your net cost by up to 85%.

Book for Your Team

Choose your format: up to 15 employees or a minimum of 5 executives. The session takes place at your premises or online.

groups

Employees

Up to 15 per session

manage_accounts

Executives

Strategic format (min. 5)

restaurant

Lunch included

Uber Eats / Doordash

workspace_premium

Certification

Stigma Technologies

payments

Fixed rate

$2,500 / day, all-inclusive

Need help with funding? Select 'Grant Assistance' in the form. Please note that eligibility is subject to approval by the relevant authorities and does not depend on Stigma Technologies.