“It gave me a total that did not match the ledger.”
You pasted an export into an assistant, the answer looked confident, and the sum was wrong. Since then you re-check everything by hand, which costs more time than the tool saved.
A self-paced certification for accountants, CAs, FP&A and MIS teams. You build a reconciliation, a variance pack, an MIS page and one controlled workflow on your own sanitised work. AI drafts and checks; it never posts, pays, files or approves.
The AI for Finance course is Bodhih Applied AI: Finance — Practitioner, a self-paced online certification from Bodhih Training Solutions, Bengaluru, for finance and accounting professionals. In about 16 hours over 28 days, you work through eight modules covering briefing, spreadsheets, reconciliations and the close, forecasting and variance, MIS reporting, audit support, business cases and workflows. It is assessed by a human-reviewed portfolio of eight work products and a proctored 40-item exam, and the credential is re-measured at 90 days.
You pasted an export into an assistant, the answer looked confident, and the sum was wrong. Since then you re-check everything by hand, which costs more time than the tool saved.
Vendor names, bank details, payroll, unpublished results. Nobody has told you where the line is, so you either upload nothing or hope nobody asks.
The close still takes the same number of days. The variance commentary still gets written at midnight. The work that eats the month has not been touched.
You build the budget, the forecast and the monthly pack. You want AI for financial analysis that explains a variance and still ties to the trial balance.
You live in reconciliations, invoices and accruals. You want exceptions listed for you, with control totals you can prove, and approvals left with the right person.
You carry the judgement on GST, TDS, contracts and audit queries. You want AI to flag and cite, and you want it clear that the decision stays yours.
You sign what the team produces. You want one way of working with AI across the team, with maker-checker and the audit trail intact.
This is not a course on algorithmic trading, credit models or building machine-learning systems, and if you want a quick overview with no graded work, it will ask more of you than you want to give.
A course records that you watched. This one records that your work changed. You finish with eight work products built on your own sanitised work, each reviewed by a person, and a credential anyone can verify. Picture your next review with the CFO with these on the table.
Ten six-part finance prompts with before and after output, and the check you ran on each one.
A messy export (ledger, AR ageing or expenses) cleaned and analysed with AI, every formula tested, with a check log of row counts and control totals.
One reconciliation done with AI (GSTR-2B against the purchase register, bank, or intercompany) with an exceptions list, plus a close checklist showing where AI helps and who approves.
A driver-based forecast with an assumptions register, a budget-to-actual bridge and commentary written for the CFO.
A monthly MIS or board update page: summary, three charts, a KPI table and commentary, with a consistency check log.
A policy or contract Q&A project that answers with the clause cited, plus an audit PBC tracker or compliance check with risk-rated findings.
A business case or scenario model for capex, pricing or working capital, and a one-page recommendation to the CFO.
One recurring finance task built as a repeatable AI workflow, with run transcripts, approval gates, a risk log and a pre-release checklist.
The pathway runs in order: a 30-minute diagnostic, eight modules, an optional checkpoint where drafts of A1 to A4 get one written review, the portfolio and a 90-day plan for your team, a mock, then the certification exam. As you read the module list, notice which of these you would use at your next month-end.
Measured before you start and again on the same instrument at the end, so the change is recorded rather than claimed.
A 30-minute diagnostic: 16 items across the eight domains plus one timed baseline task (the variance commentary for a one-page budget-vs-actual table, written your usual way). Not scored for the credential — it sets your baseline and is re-run at 90 days.
How a language model handles your prompt and your numbers, the six-part brief (RAGCEF) with the three finance closing lines, iterating instead of regenerating, and the tie-out rule. Asset A1: your prompt playbook.
Describing data before you ask, formulas and analysis you can test, cleaning and joining with control totals, and what you may never upload. Asset A2.
GSTR-2B and bank reconciliations with AI, AP and invoice processing, accruals and flux review, and segregation of duties and the audit trail. Asset A3.
Driver-based budgets, building and testing a forecast, the variance bridge, commentary that explains, scenarios, and false precision. Asset A4.
Submit drafts of assets A1–A4 for coach feedback against the five-criterion rubric. Not scored; one written review within five working days.
Writing for the CFO, board, plant and investors, charts with one point, MIS commentary, board-pack consistency, and price-sensitive information. Asset A5.
Policy and contract Q&A with cited clauses, PBC lists and audit evidence, GST/TDS/contract flags for a qualified person, and why AI is not your tax adviser or auditor. Asset A6.
Unit economics, NPV/IRR/payback, working capital and runway, the decision memo, and bias and overconfidence. Asset A7.
Choosing what to automate, Claude Skills and connectors, approval gates (AI never posts, pays, files or approves), fairness, the law and the pre-release checklist. Asset A8.
Eight work products built on your own (sanitised) work, each with its evidence. Graded on five criteria (0–4): briefing the AI, output quality and professional fit, accuracy and tie-out, judgement, controls and confidentiality, business value. Each asset ≥ 12/20 with no criterion at 0; weighted portfolio ≥ 70%. A number that does not tie to its source caps accuracy at 1. One resubmission per asset.
Three workflows for your finance team with owners, a baseline metric (e.g. close days, report cycle time), risks and controls, where a human approves, and training — presented to your coach or a peer. Reviewed with the portfolio.
Forty scenario items, sixty minutes, exam conditions without proctoring. Drawn from the mock pool only — nothing here appears in the final.
Forty items, sixty minutes, proctored (tier 1). Pass: 70% overall and at least 60% in every domain. One free retake after seven days. The credential is issued when both the exam and the portfolio pass.
Finishing this pathway issues a credential backed by the evidence you produced along the way. It is verifiable by link and is also issued as an Open Badge 2.0, so an employer can check it without taking your word for it.
Match a purchase register to GSTR-2B or a bank statement to the book, get the exceptions as a list, and prove completeness with row counts and control totals before anyone acts on it.
Use AI on invoice processing, accruals and flux review, and write a close checklist that marks where AI assists and where a named person approves.
Build a driver-based forecast, test it, bridge budget to actual, and write commentary that explains the movement without false precision.
Draft MIS commentary for the CFO, the board, the plant or investors, make each chart carry one point, and check the pack for consistency before release.
Answer policy and contract questions with the clause cited, organise PBC lists and audit evidence, and raise GST, TDS and contract flags for a qualified person to decide.
Describe your data before you ask, get formulas you can test, and work through unit economics, NPV, IRR, payback and working capital into a decision memo.
Want the detail before you decide? Read the guide: AI for finance teams: what to automate, what to check, what never to upload.
| What is compared | A typical AI course | AI for Finance at Bodhih |
|---|---|---|
| Proof of skill | A multiple-choice quiz or a certificate of attendance. | Eight graded work products and a proctored 40-item scenario exam. Both must pass. |
| What you practise on | Generic prompts, often drawn from banking, trading and markets examples. | The corporate finance week on your own sanitised work: reconciliations, close, forecasts, MIS, audit queries, business cases. |
| Accuracy | Output is judged on how it reads. | A number that does not tie to its source caps the accuracy score for that work product. |
| Controls | Rarely addressed. | Segregation of duties, the audit trail and approval gates run through the modules. AI never posts, pays, files or approves. |
| India context | Often written for another market and currency. | Rupees in lakh and crore, GSTR-2B reconciliation, GST and TDS flags, taught at principle level. |
| After the exam | Nothing is measured again. | The diagnostic, including a timed variance commentary task, is run again at 90 days. |
Straight answers on time, price, tools and the credential. If yours is not here, ask us and you will have a reply the same working day.
Yes. Bodhih Applied AI: Finance — Practitioner, known as the AI for Finance course, is a self-paced online certification for finance professionals from Bodhih Training Solutions, Bengaluru. It covers reconciliations, the month-end close, forecasting, variance analysis, MIS reporting, audit support and business cases across eight modules, and it is assessed through a graded portfolio of eight work products and a proctored exam.
The best way to learn AI for finance is on real finance tasks, with someone checking your output. Look for a course that makes you tie every number to its source, tells you what you may not upload, keeps approvals with people, and grades actual work. The Bodhih AI for Finance course does this through eight graded work products built on your own sanitised work and a proctored scenario exam.
The AI for Finance course takes about 16 hours of work, which most learners spread over 28 days, or roughly 4 weeks alongside a full-time job. It is self-paced and online, with 14 stages: a 30-minute diagnostic, eight modules, the portfolio and a 90-day plan, an optional mock, and a 60-minute certification exam. The diagnostic is repeated 90 days later.
The Bodhih AI for Finance course costs ₹7,999 plus GST for an individual, and ₹6,499 per seat for companies. The 18% GST applies to Indian billing addresses, and a GST invoice is issued. Individuals pay online by UPI, card or netbanking and get access the moment payment is confirmed. The fee covers the diagnostic, all eight modules, portfolio review, the mock, the certification exam and the credential.
No. The AI for Finance course needs no coding and no data science background. You work in plain language with an AI assistant and in the spreadsheets you already use. What you do need is working finance knowledge, because the course expects you to judge whether a reconciliation is complete, whether a forecast driver is sensible and whether a number ties to its source.
The labs in the AI for Finance course are written for Claude, using Projects, Skills, connectors and file analysis. Every principle is taught tool-agnostically, so someone using ChatGPT, Microsoft Copilot or Gemini can still do the work. Briefing, testing formulas, control totals, tie-out and approval gates apply whichever assistant your organisation has approved.
Yes. The Bodhih Applied AI: Finance — Practitioner credential is verifiable online and is also issued as an Open Badge 2.0. It is awarded only when both the portfolio and the proctored exam pass: 70% overall with at least 60% in every domain. It is a professional credential from Bodhih, assessed on AssessAll, and not a statutory, university or professional-body qualification.
Yes. The AI for Finance course suits chartered accountants, CMAs and accountants working in company finance teams, as well as FP&A and MIS analysts. It deals with the work they do each month: GSTR-2B and bank reconciliations, accruals, variance commentary, audit evidence and contract queries. It is not designed around audit-firm methodology or tax practice, and it is independent of any professional institute.
It can be, if you control what goes in and who approves what comes out. The AI for Finance course teaches what you may never upload, how to sanitise data before using it, how to handle price-sensitive information, and how to keep segregation of duties and the audit trail intact. In every workflow the AI drafts, matches and flags; it never posts, pays, files or approves.
No. The AI for Finance course is training, not tax, audit, legal or professional advice. It covers GST, TDS, contract and data-protection topics at principle level, so that you can use AI to flag an item for a qualified person to decide. One module explains directly why an AI assistant is not your tax adviser or your auditor.
Yes. Companies can buy seats on the AI for Finance course at ₹6,499 per seat for companies, plus GST, and each person works through the same diagnostic, modules, portfolio and exam. An in-house workshop for a finance team is also available; it has no public price, so talk to us at solutions@bodhih.com or +91 99000 11601.
The first stage is a 30-minute diagnostic that includes a variance commentary written your usual way. Ninety days after you certify, you write it again and see the difference. The AI for Finance course is ₹7,999 plus GST, with access as soon as payment is confirmed, so enrol today and begin with the diagnostic.
Starting records where you stand today. That baseline is what the re-measurement is compared against, and it is never rewritten afterwards.
Eight HR work products built with AI on your own work, a proctored exam and a credential anyone can verify.
For first-time and new people managers: run your team’s week with an AI assistant, and keep every decision about a person your own.
An examined, working understanding of AI and machine learning. No coding.