Artificial Intelligence (AI)-powered Document Intelligence and Data Extraction for Accounting and Finance
About This Course
Accounting and Finance professionals manage high volumes of documents, yet many processes still rely on manual, error-prone extraction. This creates inefficiencies, delays, and risks in data accuracy and control.
This course addresses this challenge by equipping professionals with practical techniques to transform unstructured data into structured, audit-ready information. Participants will learn how to apply Large Language Models (LLMs) to process invoices, claims, and contracts, moving beyond basic extraction to end-to-end, Artificial Intelligence (AI)-enabled finance workflows.
Over three intensive days, participants will evaluate automation opportunities and develop the practical skills to implement document intelligence responsibly. Emphasis is placed on improving data quality, strengthening control visibility, and accelerating processing speed in real-world finance environments. As a specialised applied module within the broader Graduate Diploma in AI in Accounting pathway, this course prepares participants to redesign document-heavy workflows using AI, reducing manual effort while unlocking efficiency, accuracy, and business value through smarter document processing.
What You'll Learn
- Analyse document-heavy accounting and finance workflows to identify high-value opportunities for Artificial Intelligence (AI)-enabled extraction and intelligent document processing
- Differentiate between Optical Character Recognition (OCR), intelligent document processing, and Large Language Model (LLM)-assisted extraction approaches, and select the right approach based on document type, workflow requirements and control needs
- Evaluate the suitability of document intelligence tools and workflow designs for specific finance use cases using operational, data quality and governance criteria
- Build end-to-end document extraction workflows that incorporate classification, data capture, validation, exception handling and downstream handoff
- Design a basic validation and review logic, including confidence thresholds, exception routes and human-in-the-loop checkpoints for finance-grade use
- Assess key risks in AI-assisted document extraction, including inaccuracies, incomplete capture, audit trail gaps, privacy concerns and vendor dependency
- Understand controls-aware implementation approaches that support accuracy, accountability and reconciliation in enterprise finance settings
Entry Requirements
There are no formal prerequisites for enrolment in this programme. As this programme is conducted in English, participants should be proficient in reading, writing, and communicating in English.