Practical AI for Finance and Business: Application, Prompting, Agents and Coding
Build AI readiness where it matters most with our practical training “Practical AI for Finance and Business: Applications, Prompting, Agents and Coding”. Inspired by PwC’s AI readiness approach, this hands-on programme helps participants move from experimentation to confident, responsible and business-relevant AI use in their daily work.
Participants will gain practical knowledge on what AI can and cannot do, how to use generative AI effectively, how to write better prompts, where AI agents and low-code tools can create value, and how coding-supported use cases can enhance analysis, reporting and decision support. The training combines business-focused explanations, finance-related examples, live demonstrations and practical exercises to support immediate application in the workplace.
This training is designed for a broad audience, including:
Finance professionals, managers and business teams who want to understand and apply AI in a practical, responsible and results-oriented way, especially in areas such as:
Finance and Controlling
Supply Chain and Procurement
Marketing
Sales and Commerce
HR
This training is ideal for organisations that want to strengthen AI awareness, develop applied skills, and build the first layer of organisational AI readiness across finance and business functions. It is particularly relevant for teams looking to identify realistic use cases, improve productivity, and support safe, responsible AI adoption aligned with business priorities and regulatory expectations. No advanced technical background is required.
Participants will:
Understand key AI concepts, current market trends and what they mean for finance and business functions
Recognise realistic AI opportunities across finance processes and day-to-day business activities
Learn how to write effective prompts and improve output quality through practical prompting techniques
Explore generative AI, AI agents, Copilot-style tools and coding-supported applications in an accessible way
Practice with illustrative business and finance scenarios through guided exercises and demonstrations
Build confidence in the responsible, ethical and governed use of AI in a corporate environment
Leave with practical ideas for immediate application and further capability development in their teams
Topics covered in the training:
Session 1: Foundations and Use-Case Awareness
AI in business and finance today
Overview of key AI concepts, trends and developments relevant to finance and business functions
Understanding AI, generative AI, machine learning, deep learning and AI agents in practical terms
What organisations are seeing in the market: from experimentation to scaling value
AI learning journey and organisational readiness
How to move from awareness to practical application and capability building
Foundational skills, role-based development and business alignment
Embedding AI learning into everyday work and continuous improvement
Typical AI opportunities across finance processes
Illustrative use cases across record-to-report, controlling, reporting, reconciliation and analytics
Examples such as accelerated closings, automated commentary, reconciliation support and instant data access
Structured discussion of where AI can support efficiency, insight generation and decision preparation
Prompt-writing foundations
Introduction to effective prompt-writing techniques
Using generic, illustrative finance scenarios to improve prompt quality
Understanding possibilities, limitations and the need for human review
Session 2: Practical Exploration
Hands-on AI application
Facilitated exercises demonstrating conceptual AI use-case design
Guided practice on business and finance-related scenarios
Turning ideas into structured, repeatable AI-supported work methods
Machine Learning models and use cases
Machine Learning basics
Relevant use case examples
Regression, classification, segmentation
Exploring tools, agents and coding
Guided exploration of Copilot Studio and vibe coding in a learning-only environment
Introduction to AI agents and how they can support multi-step tasks and workflow automation
Accessible examples of coding-supported use cases for analysis, reporting and prototyping
Responsible and ethical AI use
Risk awareness, governance considerations and responsible use in business contexts
Confidentiality, accuracy and safe use principles for workplace application
Extended capability-building options
Optional mentoring sessions to discuss participants’ own use-case ideas in a structured learning context
Optional practical assessment based on participant-developed concepts and peer learning
Practical next steps to support long-term AI capability building in the organisation
Training information
- Location: Online
- Language: English
- Date: 8-9 December 2026
- Duration: 2×4 hours (9:00–12:15)
- Fee: 490 EUR + VAT / person
For more information or a tailored in-house version of this training, please contact PwC Academy.
Registration
