StretchLearn Course

Let AI handle the reading and the writing so you can spend your time on the analysis

Reusable prompts and verify-everything workflows for summarizing filings, explaining statements, narrating expenses, and drafting board and investor updates — with worked examples you can use today.

Preview Curriculum Back to Catalog

Beginner9 hr 25 minSelf PacedRegistered

Course Overview

What this course is designed to develop

This course teaches finance professionals and business owners to run ChatGPT (GPT-4o) and Claude as a finance writing and summarizing co-pilot, not a calculator or a source of truth. You learn to summarize long filings and management reports without losing the material numbers, translate financial statements into language a department head or a founder actually understands, generate the journal-entry and expense-recoding narratives auditors ask for, and draft variance commentary, board decks, and stakeholder emails directly from your figures. Every lesson ends with a copy-paste prompt and a worked before-and-after, plus the guardrails — recompute-don't-trust, source-grounding, SOX and confidentiality limits, and PII handling — that keep AI-assisted finance accurate and defensible.

Learning Outcomes

What the learner should be able to understand, build, or execute.

Summarize 10-Ks, annual reports, and month-end packs into a structured brief that preserves every material number and flag

Explain a P&L, balance sheet, and cash flow statement in plain English tuned to a specific non-finance audience

Write clear journal-entry and expense-recategorization narratives that satisfy an auditor and an accounting policy

Draft variance commentary, board and investor updates, and stakeholder emails directly from your own figures

Verify every AI output by recomputing the math, checking each number against the source, and catching hallucinated line items

Apply confidentiality, SOX, and PII guardrails so AI never sees data it should not and never becomes the system of record

Curriculum Preview

Inside the curriculum: a structured path from fundamentals to execution.

Preview the course structure, see how the modules build on one another, and understand the path this program is designed to take you through.

Module 1

Module 1: Setting Up AI for Finance Work

Learn exactly where AI helps and where it is dangerous in finance, then put the verification and data-protection guardrails in place before you summarize a single number. You build the rules every later lesson depends on.

3 lessons

A Drafting Tool, Not a Calculator or a Source of TruthContent · 45 min

Preview Enabled

Confidentiality, PII, and the SOX LineContent · 45 min

LMS Access

Your Finance Prompt SkeletonContent · 45 min

LMS Access

Module 2

Module 2: Summarizing and Explaining Financial Information

Turn long filings and dense statements into summaries and plain-English explanations that any audience understands — while recomputing every figure and grounding every claim in the source.

3 lessons

Summarizing 10-Ks, Annual Reports, and Month-End PacksContent · 50 min

LMS Access

Explaining Statements in Plain EnglishContent · 50 min

LMS Access

Ratios, Trends, and the Story Behind the NumbersContent · 45 min

LMS Access

Module 3

Module 3: Narrating Transactions and Expenses

Use AI to write the words that accompany the numbers — journal-entry memos, expense-categorization narratives, and accrual explanations — to a standard an auditor and an accounting policy accept.

3 lessons

Expense Categorization NarrativesContent · 45 min

LMS Access

Journal-Entry and Accrual MemosContent · 50 min

LMS Access

Reconciliations and Exception Write-UpsContent · 45 min

LMS Access

Module 4

Module 4: Reporting to Stakeholders

Turn verified numbers into the documents people read — variance commentary, board and investor updates, and stakeholder emails — drafted by AI, owned and checked by you.

3 lessons

Variance Commentary and Management ReportingContent · 50 min

LMS Access

Board and Investor UpdatesContent · 50 min

LMS Access

Stakeholder Emails and the Verification RoutineContent · 45 min

LMS Access

Built for Application

A complete learning path, not a one-off inspiration hit.

This program is designed around progression: focused lessons, structured modules, applied resources, assessments, and a course rhythm that turns information into usable capability.

AI for financeaccountingChatGPTfinancial statementsexpense categorizationboard reportingvariance analysisdata privacy