Who it is for
- Accountants, bookkeepers, payroll officers, management controllers
- Business owners who do their own books, staff of accounting firms
FinanceCourse by job roleLevel Intermediate
AI for accounting, finance and payroll
Data entry, reconciliations, analysis, reminders, regulatory reading: make accounting and finance work faster and more reliable with AI, while staying in control.
Programme updated on 6 November 2026. Our courses are delivered in French. If you need another language, contact us: we will tell you honestly what is possible.
Learning objectives
By the end of the course, participants are able to
- Extract and structure data from documents (invoices, statements, contracts) with AI, then check it
- Prepare analyses and management commentary (variances, dashboards) with Excel and AI
- Write reminders, letters and explanatory notes that fit the situation
- Use AI to monitor and read regulatory texts, always checking the sources
- Set the rules: sensitive data (payroll, banking), traceability, separation of duties
Programme
How the course is structured
1 day (7 hours). Timings are adjusted to the group's level and your priorities.
01Landscape
45 min- Useful uses in accounting and finance
- What you should never hand to AI
02Documents and data
2 hrs- Extract the fields from an invoice or a statement
- Prepare an import, spot anomalies
- Check: reconciliations, consistency
03Analysis and reporting
1 hr 45 min- Budget vs actual variances with commentary
- Dashboards and charts
- Summary for management or the client
04Writing
1 hr- Graduated payment reminders
- Explanatory notes and letters
- Answers to frequently asked questions
05Monitoring and verification
45 min- Understand a text, prepare questions for the expert
- Always cite and check the source
06Rules
45 min- Sensitive data and approved tools
- Traceability and control
- Action plan
Details
Audience, prerequisites, methods and assessment
Prerequisites
- Practice with Excel and accounting software
- No prior AI knowledge
Teaching methods
- Short explanations alternating with hands-on AI workshops on the participants' real cases.
- Each participant works on their own computer, with the company's tools or trial accounts we provide.
- Materials handed over at the end of the session: practical guides, prompt library, reusable templates.
- Groups of 4 to 10 participants (8 recommended) to keep individual support possible.
Assessment and follow-up
- Self-assessment questionnaire before or at the start of the session.
- Hands-on exercises assessed during the course (trainer's observation grid).
- End-of-course quiz and immediate satisfaction survey.
- Certificate of completion issued to each participant.
Our courses are open to people with disabilities: contact us beforehand so we can adapt the pace, materials, tools or venue. All practical information
Funding this course
For companies established in France, this course falls under the company's skills development plan: depending on your OPCO, your headcount and the programme, the course fee may be covered in full or in part, sometimes with nothing left to pay. Funding is never automatic; it is checked case by case before the training and confirmed in writing by the OPCO. We prepare the file with you (detailed programme, quote, agreement). Companies outside France can take the course online and fund it from their own budget or through their national schemes, which we help you identify without promising anything.
OPCO funding applies only to companies established in France; it depends on the company's and the programme's eligibility and is checked case by case before any booking. Companies elsewhere fund the training from their own budget or through their national schemes. Boost Activity does not currently hold Qualiopi certification (the French quality standard for training providers).
Frequently asked questions
Before you book
Where and how is the 'Accounting, finance and payroll' course delivered?
In-house, at your premises ; Online, live virtual classroom. Duration: 1 day (7 hours), in groups of 4 to 10 participants. Dates are agreed with you and the programme is adapted to your tools and your real cases. Sessions are delivered in French; contact us for other languages.
What are the prerequisites and what equipment is needed?
Practice with Excel and accounting software. No prior AI knowledge. Each participant works on their own computer, with the company's tools or trial accounts we provide.
How much does this course cost and can it be funded?
In-house course: quoted on request, based on group size, duration and location, excluding VAT, plus any travel costs. In France, OPCO funding depends on your company's and the programme's eligibility and is checked case by case before booking; Boost Activity does not currently hold Qualiopi certification. Outside France, the course is self-funded or funded through your national schemes.
What do participants receive at the end?
A certificate of completion (non-accredited course), the course materials and practical guides (prompt library, templates), and a personal action plan of three uses to put in place the following week.
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Train your team: Accounting, finance and payroll
Tell us your tools, the number of participants and your availability. We come back to you with an adjusted programme, a quote and the funding options worth checking.