AI Toolset for Finance
Master AI. Optimize Finance. Stay Ahead.
Practical AI Training for Finance Professionals
Finance teams are under constant pressure to deliver faster insights, increase efficiency and accuracy and make data-driven decisions — all while managing complex financial operations. The AI Toolset is your on-demand resource to harness generative AI and streamline financial workflows.
Led by Glenn Hopper, a CFO, and one of the most trusted AI experts, this growing toolkit includes video tutorials, ready-to-use AI tools and practical strategies to help finance professionals analyze data, automate tasks and improve decision-making.
What You'll Learn
Utilize Generative AI for Finance
Learn how tools like ChatGPT and Claude can speed up financial research and reporting.
Automate Financial Analysis
Leverage AI to analyze statements, forecast trends and generate insights in less time.
Enhance Decision-Making
Apply AI to scenario modeling, market research and financial planning.
Implement AI in Your Firm
Discover practical steps to integrate AI into daily finance operations.
Meet Glenn Hopper
Your Guide to AI in Finance
Glenn Hopper is the go-to expert on AI in finance—a CFO, author and educator revolutionizing financial operations with AI. Author of Deep Finance, he’s been featured in Forbes and Fortune, teaches at Duke and leads AI-driven transformation for top finance pros worldwide.
With a Harvard finance degree and decades at the cutting edge of AI and automation, Glenn helps companies streamline analysis, forecasting and decision-making in breakthrough ways. He builds real-world AI applications that save time, reduce risk and unlock smarter insights—helping finance leaders unlock AI’s potential.
What's in the Toolset
Unlock Access to Tutorials & AI Tool Recommendations
The Future of Financial Agents: What AI Can (and Can’t) Do
8 minutes
- Define AI agents through the lens of financial operations and leadership.
- Recognize where AI agents can add value and where human oversight remains essential.
- Evaluate the readiness of agent-based tools for complex financial workflows.
Understanding Large Language Models and Math
10 minutes
- Understand the core functionality of large language models and how they process information.
- Identify why LLMs are not inherently built for mathematical precision, despite appearances.
- Learn through a real-world example (amortization table) how LLMs handle quantitative tasks.
Accelerating Deep Research with AI-Powered Tools
18 minutes
- Learn how to integrate AI-powered tools into the financial research workflow.
- Understand the capabilities of tools like DeepResearch by OpenAI and how they enhance due diligence.
- Identify the advantages of using premium AI applications to extract, summarize, and contextualize complex information.
Building a Technical Accounting Memo Bot with Custom GPTs
20 minutes
- Understand how to design a custom GPT tailored to financial documentation needs.
- Learn the step-by-step process of creating a bot to assist with technical accounting memos.
- Explore best practices for structuring prompts and streamlining repetitive accounting tasks.
Analyzing Financial Statements with Claude
10 minutes
- Learn how to upload and validate financial documents within Claude.
- Understand how Claude processes data and how its underlying mechanisms differ from other LLMs.
- Use effective prompts to extract trends, anomalies, and key takeaways from financial statements.
Automating KPI Tracking and Financial Analysis with AI
19 minutes
- Use AI tools to automate the monitoring of core financial metrics such as margins and revenue growth.
- Identify early signs of financial risk through AI-powered trend detection.
- Ask complex, structured questions of financial statements and receive immediate, actionable insights.
Prompting Techniques to Supercharge Financial Research
19 minutes
- Understand how prompt engineering drives better results from AI in financial research.
- Learn specific prompting structures for market analysis, industry benchmarking, and competitor comparisons.
- Recognize the limits of AI tools and how to complement them with human expertise.
Comparing AI Platforms for Smarter Finance Research
20 minutes
- Compare the strengths and weaknesses of popular AI tools for financial research.
- Learn techniques to aggregate and synthesize insights from multiple AI sources.
- Understand how to build a streamlined, multi-platform workflow for market analysis and reporting.
Customizing GPTs with Internal Data and Company Policies
12 minutes
- Understand how custom GPTs differ from off-the-shelf models.
- Learn to upload and integrate internal content like policies, handbooks, and procedures into a GPT.
- Explore use cases for deploying tailored GPTs in finance operations and beyond.
Plus More...
New tutorials and updates will be released on a regular cadence so the toolset is always up-to-date.
Put the AI Toolset for Finance to Work Today
- Designed for Finance Professionals – Practical, finance-specific AI applications—no fluff.
- Taught by a Leading Expert – Learn directly from Glenn Hopper, CFO and AI thought leader.
- Always Up-to-Date – AI is evolving fast—so are we. Get new tutorials and AI tool recommendations at a regular cadence.
- Immediate Impact – Watch, learn and apply AI to your work today—no waiting, no theory, just results.
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Immediate access to tools library
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Ongoing access to new tools
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Money-back guarantee
Who Should Join
Are you eager to embrace the potential of generative AI?
This online community is tailored for leaders and their teams in HR, finance, marketing and sales, as well as other key areas of business who are eager to embrace the potential of generative AI to strengthen their companies—and their own career potential.
This is about both high-level strategy and hands-on, roll-up your sleeves workshopping with other do-ers looking to become proficient and get their teams up to speed—fast—with this game-changing technology.
Whether you’re a seasoned professional looking to enhance your skills or an aspiring leader seeking to own a piece of the future, the AI Academy series is your gateway to unlocking the power of generative AI.