Artificial Intelligence for Finance, Accounting & Auditing
Gain hands-on skills using 8 AI techniques (no coding!), and position yourself for this digital age (Level 1)
Chatbots (AI that can interact in voice and text with humans)
Robotic Process Automation + Intelligence (AI that automates business processes)
Internet of Things (AI that enables devices to communicate directly without human intervention)
Smart Analytics (AI that combines machine learning, business rules, expert knowledge and statistics)
Machine Vision (AI that can interpret images, handwriting, and scanned documents)
Natural Language Processing (AI that understands human language)
Speech Recognition (AI that can comprehend human speech, identify speakers and tones)
Machine Learning (AI that can analyze massive data and identifies patterns)
This course will provide students and professionals a 360 degree view of the current Artificial Intelligence techniques used in Business, Finance, Accounting and Auditing. Through a mix of lectures, hands-on exercises (code free!), case studies, reflection exercises and knowledge-check quizzes, this course will provide a quick and deep overview of Artificial Intelligence (AI) in business.
In this digital age, all careers have a computing element as digitization and automation comes to the forefront of business processes. Those who complete this course will be able to reposition themselves to initiate and implement AI innovation within their teams, and confidently walk into this AI age.
The 8 AI techniques that will be covered in this course include:
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Chatbot (hands-on software: IBM Watson)
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Natural Language Processing (hands-on software: RapidMiner with add-ons)
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Machine Learning (hands-on software: RapidMiner)
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Machine Vision (hands-on software: Google Apps)
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Speech Recognition (hands-on software: IBM Watson and Cortana)
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Internet of Things (hands-on software: MATLAB and ThingSpeak)
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Robotic Process Automation with Intelligence layer (hands-on software: Automation Anywhere)
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Smart Analytics (software: MindBridge Ai)
Introduction
1
Welcome to the course
2
Course Outline
3
What is Artificial Intelligence?
4
Why do we need Artificial Intelligence in Finance | Accounting | Auditing
5
Reflection Question
6
Can Artificial Intelligence replace me in my profession?
7
Did AI start yesterday?
8
Is all the AI talk just hype?
9
How can you reinvent yourself in this digital age?
10
Before we jump into the technology...
Section 2: Chatbots
1
Quick introduction to Chatbots
2
Chatbot applications in Finance | Accounting | Auditing
3
Chatbot Use Cases
4
Description of the hands on exercise
5
Step 1: Hands-on - Overview of IBM Watson
6
Step 2: Hands-on - Setting up the IBM Chatbot Environment
7
Step 3: Hands-on - Creating Dialog Skills for the Chatbot
8
Step 4: Hands-on - Adding the Discovery Service
9
Step 5: Hands-on - Adding Search skills to the Chatbot
10
Step 6: Hands on - Recap of what we have covered with Chatbot development
11
Step 7: Hands-on - Integration with Slack
12
Chatbot Quiz
Section 3: Speech Recognition
1
Introduction to Speech Recognition
2
General example of speech recognition software with emotion detection
3
Speech Recognition applications in Finance | Accounting | Auditing
4
Speech Recognition Case Study
5
Hands-on: Interacting with Speech Recognition
6
Speech Recognition Quiz
Section 4: Natural Language Processing
1
Introduction to Natural Language Processing
2
Preprocessing text for Natural Language Processing
3
Natural Language Processing applications in Finance | Accounting | Auditing
4
Natural Language Processing Case Study
5
Step 1: Hands on - RapidMiner and Meaning Cloud sites
6
Step 2: Hands on - Exploring MeaningCloud features
7
Step 3: Hands on - Extracting online reviews for text analysis
8
Step 4: Hands on - Using MeaningCloud to perform Natural Language Processing
9
Step 5: Hands on - Understanding the output
10
Natural Language Processing Quiz
Section 5: Machine Vision
1
Introduction to Machine Vision
2
Machine Vision applications in Finance | Accounting | Auditing
3
Machine Vision Case Studies (Accounting | Auditing | Finance)
4
Just for fun :) Illustration of Machine Vision Apps
5
Machine Vision Quiz
Section 6: Machine Learning
1
Introduction to Machine Learning
2
Machine Learning Steps
3
Machine Learning applications
4
Machine Learning Case Study
5
Step 1: Hands on - Getting started on Machine Learning / RapidMiner
6
Step 2: Hands on - Decision Trees
7
Step 3: Hands on - Random Forest and Logistic Regression
8
Step 4: Hands on - Building the ensemble
9
Machine Learning Quiz
Section 7: Robot Process Automation (RPA) + Intelligence
1
Introduction to Robotic Process Automation + Intelligence
2
Robotic Process Automation Case Study
3
Step 1: Hands on - Getting started on Automation Anywhere
4
Step 2: Hands on - Building the browser connector
5
Step 3: Hands on - Adding triggers
6
Step 4: Hands on - Bot opening excel
7
Step 5: Hands on- Opening an excel file
8
Step 6: Hands on - Copy and Pasting between apps
9
Step 7: Hands on - Troubleshooting
10
Step 8: Bonus Connecting bot to IBM Watson Chatbot via slack
11
Robotic Process Automation Quiz
Section 8: Internet of Things
1
Introduction to Internet of Things
2
Internet of Things Case Study
3
Step 1: Hands on - Introduction to MATLAB
4
Step 2: Hands on - Introduction to ThingSpeak
5
Step 3: Hands on - Setting up Sensor Channels
6
Step 4: Hands on - MATLAB Apps
7
Step 5: Hands on - IoT Visualization and Time Control
8
Step 6: Hands on - IoT wrap up
Section 9: Smart Analytics
1
Introduction to Smart Analytics
2
Smart Analytics Case Study
3
Step 1:Walkthrough of a Smart Analytics Software for audit - Navigating Software
4
Step 2:Walkthrough of a Smart Analytics Software for audit - Inner workings
5
Step 3:Walkthrough of a Smart Analytics Software for audit - Exploring output
Section 10: Bringing it all together
1
What we have covered to this point
2
How can AI change your work / life?
3
Implementing AI Applications
4
AI implementation Case Study
5
The Future of AI in Accounting, Auditing and Finance
6
Concluding the course
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