About the Collaboration: iHUB, IIT Roorkee & SkillArbitrage

This advanced program is brought to you by a partnership between two visionaries: iHUB DivyaSampark@IIT Roorkee, a flagship innovation hub under India's National Mission on Interdisciplinary Cyber-Physical Systems, and SkillArbitrage, widely recognized as the world's leading edtech platform.

With over 175 years of academic excellence, IIT Roorkee has been a cradle of technological leadership and disruptive ideas for generations. Its research centers and industry alliances are at the core of India's digital and engineering transformation. Within IIT, iHUB DivyaSampark stands at the cutting edge of cyber-physical systems, AI, machine learning, sensors, and next-generation smart device innovation—driving market-ready technology, startup incubation, and global research collaborations.

SkillArbitrage, in parallel, has shaped the careers of thousands across India and beyond, earning its position as the world's foremost edtech powerhouse. With an unmatched reach, hands-on industry integration, and alumni placed at top firms, consultancies, and product teams worldwide, SkillArbitrage empowers professionals to convert cutting-edge knowledge into high-impact, future-ready careers.

Together, this collaboration brings you an advanced education experience backed by world-class research, next-level innovation, and a proven track record of career success, setting a new gold standard for AI-powered finance skills in India and across the globe.

Accreditation & Certification

This course is powered by iHub DivyaSampark@IIT Roorkee & SkillArbitrage. You will receive a co-branded certificate from IIT Roorkee and SkillArbitrage upon successful completion.

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Transform Your Career with AI-Powered Finance Automation Skills

The finance industry is undergoing a revolutionary transformation. Manual accounting processes, spreadsheet-based reconciliations, and time-consuming compliance tasks are being replaced by intelligent AI systems that can automate, analyze, and optimize financial operations in real-time.

This course is built for finance professionals, accountants, business analysts, and career switchers who want to master the complete AI-powered finance automation stack: from writing intelligent prompts for financial workflows to building automated compliance systems and deploying private AI models for sensitive financial data.

You'll learn to combine core finance knowledge with cutting-edge AI tools, including ChatGPT, Claude, Python automation, OCR systems, Power BI dashboards, and no-code workflow platforms, creating a skill set that positions you at the forefront of the finance industry's digital transformation.

Whether you're a CA, CS, accountant, finance executive, IT professional, or complete beginner, this program will show you how to become an AI-savvy finance professional that modern businesses are actively seeking and willing to pay premium salaries for.

The Finance Industry is Being Transformed by AI

Businesses today are automating millions of transactions, generating instant compliance reports, and making data-driven decisions faster than ever before. The days of manual bookkeeping, tedious reconciliations, and error-prone data entry are rapidly ending.

Modern finance teams need professionals who can:

Write intelligent AI prompts to automate expense categorization, GST summaries, and financial reporting
Use AI to clean, standardize, and consolidate messy financial data from multiple sources
Extract invoice data automatically from PDFs, emails, and images using OCR and AI
Automate ledger entries, bank reconciliation, and GST filing preparation
Build AI-powered dashboards that answer questions in plain English
Deploy secure AI systems that keep sensitive financial data private

What was once considered 'IT work' is now a strategic, high-value finance skill that commands premium salaries. Companies across industries—from startups to Fortune 500 firms—are actively recruiting finance professionals who can implement AI automation.

This course helps you make that transformation.

Who Should Take This Course?

This course is designed for ambitious individuals who want to master the intersection of finance, accounting, and AI automation.

Finance Professionals & Accountants
CAs, CS professionals, CPAs, and accountants who want to dramatically increase their productivity by automating repetitive tasks like data entry, reconciliation, and compliance preparation. Transform from manual processors to AI-powered strategic advisors.

Tax & Compliance Specialists
GST practitioners, tax consultants, and compliance officers who handle large volumes of returns and filings. Learn to automate GSTR preparation, TDS reconciliation, and compliance tracking with AI tools.

Business Analysts & Financial Analysts
Professionals who need to extract insights from financial data faster. Master AI-powered forecasting, anomaly detection, and automated reporting to deliver more value in less time.

Fresh Graduates & Students
B.Com, BBA, MBA students, or recent graduates looking to build future-ready skills that go far beyond college textbooks. Enter the job market with AI automation expertise that most experienced professionals don't have.

Career Switchers
IT professionals, engineers, or anyone from non-finance backgrounds looking to transition into high-growth finance automation roles. Your technical aptitude combined with this training creates a powerful career opportunity.

Entrepreneurs & Business Owners
Small business owners and startup founders who need to streamline their financial operations without hiring large accounting teams. Automate your books, compliance, and reporting with AI.

What Will You Learn in This Course

By the end of this 6-month program, you will not only understand how AI transforms finance operations but also know how to implement AI-powered automation systems that handle real-world accounting, compliance, and reporting tasks.

You will learn to:

Write task-specific AI prompts for expense categorization, GST notice summaries, payment reminders, and financial report explanations using ChatGPT or Claude.
Clean and standardize messy financial data using AI and Python (Pandas) to remove duplicates, fix formats, and prepare import-ready files.
Consolidate multi-source financial data by combining data from POS systems, e-commerce platforms, and bank feeds using AI mapping.
Extract invoice data automatically from PDFs, emails, and images using OCR tools (Nanonets, Tesseract) with AI parsing.
Automate ledger entries in Tally by generating Tally-compatible XML files and TDL scripts from sales and purchase data.
Automate bank reconciliation using AI agents to match book entries with statements, flag mismatches, and generate journal vouchers.
Automate GST filing preparation including GSTR-1, 3B, auto-matching with GSTR-2B, and identifying missing invoices before submission.
Build TDS reconciliation assistants that compare Form 26AS with books, highlight discrepancies, and draft vendor follow-up emails.
Generate financial statements with AI commentary transforming trial balance data into P&L, balance sheets, and cash flow statements with plain-language insights.
Forecast cash flows and budgets using AI-driven models to predict 30-, 60-, and 90-day financial outcomes.
Detect fraud and anomalies by training AI models to identify duplicate entries, inflated reimbursements, and abnormal expense patterns.
Compute tax liabilities automatically for GST, TDS, and Income Tax using AI logic based on latest slabs and exemptions.
Automate client and vendor communications by using AI to draft payment reminders, clarification emails, and document requests.
Build no-code finance workflows connecting Gmail, Google Sheets, Zoho Books, and Tally using Zapier, Make, or Power Automate.
Create natural language dashboards that let clients ask questions in plain English and receive instant financial answers.
Build compliance calendars and trackers with automated reminders for GST, TDS, and tax deadlines.
Draft audit reports and compliance documents using AI templates for board resolutions, GST reply letters, and compliance summaries.
Create searchable internal knowledge bases using RAG (Retrieval Augmented Generation) trained on your SOPs and compliance laws.
Deploy self-service client chatbots that answer client-specific queries about GST due dates, TDS payments, and more.
Host private AI models locally using Llama 3 or Mistral to ensure sensitive client data never leaves your system.
Build secure AI pipelines handling API keys, encryption, and data storage protocols for finance teams.

Super 30: Real-World AI Finance Tasks You Can Master and Perform Like a Pro

Imagine being the finance professional everyone turns to for automation solutions, AI implementations, and intelligent systems. That's the transformation this course delivers.

Here are 30 real-world AI-powered finance tasks you will be able to perform with confidence and expertise:

AI Prompting & Data Preparation

Write intelligent prompts to automate expense categorization across hundreds of transactions instantly.
Generate AI-powered GST notice summaries that extract key action items and deadlines.
Create automated payment reminder systems that draft professional follow-up emails.
Clean and standardize messy Excel files with thousands of rows using Python and AI.
Consolidate financial data from POS systems, e-commerce platforms, and bank statements automatically.
Extract invoice line items, GSTINs, and tax splits from PDF invoices using OCR.

Accounting Automation

Generate Tally-compatible XML voucher files automatically from sales and purchase data.
Automate bank reconciliation with AI that matches entries and flags discrepancies.
Prepare GSTR-1 and 3B filings automatically with AI-powered validation.
Auto-match purchase records with GSTR-2B and identify missing invoices.
Build TDS reconciliation tools that compare Form 26AS with your books.
Generate automated vendor follow-up emails for TDS discrepancies.

Financial Analysis & Reporting

Transform trial balance data into complete P&L statements with AI-generated commentary.
Generate balance sheets and cash flow statements with plain-language insights.
Create 30-, 60-, and 90-day cash flow forecasts using AI models.
Detect fraudulent transactions and expense anomalies using trained AI models.
Calculate complex tax liabilities automatically based on current slabs and rules.
Generate variance analysis reports with AI-powered explanations.

Workflow & Dashboard Automation

Build automated email workflows for payment reminders and missing document requests.
Connect Gmail, Google Sheets, and Tally using Zapier or Make for seamless data flow.
Create natural language dashboards where clients ask questions in plain English.
Build Excel Copilot-powered dashboards for receivables, TDS payable, and expenses.
Design automated compliance calendars with email and dashboard alerts.
Generate first drafts of audit reports and board resolutions using AI templates.

Advanced AI Systems

Create searchable knowledge bases trained on your SOPs, laws, and internal policies.
Deploy client-facing chatbots that answer GST due dates and TDS queries instantly.
Host private AI models (Llama 3, Mistral) on local servers for data privacy.
Build secure AI pipelines with proper encryption and API key management.
Design end-to-end finance automation solutions for real-world business problems.
Present and demonstrate live AI-powered finance automation projects.

By mastering these skills, you'll transform from someone who processes transactions to someone who builds intelligent systems that automate entire finance operations. You'll be the professional that organizations rely on to lead their digital transformation.

Syllabus

MODULE 1: AI PROMPTING AND FINANCIAL DATA FOUNDATIONS (WEEKS 1-4)

Master the art of writing effective AI prompts for finance workflows. Learn to clean, standardize, and consolidate messy financial data from multiple sources. Extract invoice data automatically using

Week 1: Writing Task-Specific Prompts for Finance Workflows
Week 2: Cleaning & Standardizing Messy Financial Data with AI
Week 3: Consolidating Multi-Source Financial Data with AI Mapping
Week 4: Extracting Invoice Data from PDFs, Emails & Images Using OCR + AI

MODULE 2: AI-BASED ACCOUNTING AUTOMATIONS (WEEKS 5-8)

Automate core accounting processes including ledger entries, bank reconciliation, GST filing, and TDS reconciliation using AI agents and intelligent scripts.

Week 5: Automating Ledger Entries in Tally Using AI + Scripts
Week 6: Automating Bank Reconciliation with AI Agents
Week 7: Automating GST Filing Preparation and Reconciliation
Week 8: Building a TDS Reconciliation Assistant

MODULE 3: FINANCIAL ANALYSIS & REPORTING WITH AI (WEEKS 9-12)

Generate intelligent financial statements, forecast cash flows, detect fraud and anomalies, and automate tax liability calculations using AI-powered analysis tools.

Week 9: Generating Financial Statements with Commentary Using AI
Week 10: Forecasting Cash Flow and Budgets with AI
Week 11: Detecting Fraud & Anomalies in Transactions Using AI
Week 12: Computing Tax Liabilities (GST, TDS, Income Tax) Using AI

MODULE 4: COMMUNICATION, WORKFLOW, AND DASHBOARD AUTOMATION (WEEKS 13-16)

Automate client communications, build no-code finance workflows, and create intelligent dashboards that respond to natural language queries.

Week 13: Generating Client & Vendor Emails Automatically
Week 14: Automating Finance Workflows with No-Code Tools
Week 15: Creating Natural Language Financial Dashboards
Week 16: Building Finance Dashboards with Excel Copilot or AI Tools

MODULE 5: AI SYSTEMS FOR COMPLIANCE AND KNOWLEDGE MANAGEMENT (WEEKS 17-20)

Build automated compliance systems, create AI-powered knowledge bases, and deploy self-service chatbots for client queries.

Week 17: Fully Automated Compliance Calendar and Dashboard
Week 18: Using AI to Draft Audit Reports and Legal Compliance Documents
Week 19: Creating Searchable Internal Knowledge Bases with RAG
Week 20: Deploying Self-Service Client Chatbots

MODULE 6: ADVANCED AI INTEGRATION AND LOCAL DEPLOYMENT (WEEKS 21-24)

Master advanced AI deployment including private LLM hosting for data security, secure AI pipeline development, and complete a capstone project demonstrating end-to-end finance automation.

Week 21: Hosting Private LLMs Locally for Data Privacy
Week 22: Building Secure AI Pipelines for Finance Teams
Week 23: End-to-End Finance Automation Capstone Project (Part 1)
Week 24: Capstone Project Presentation & Review (Part 2)

Training Methodology

Online 24/7 access

Access study materials via our online portal & via our Android & iOS apps—learn at your own pace, on your own schedule.

Practical Exercises

One assignment including two practical exercises every week

Convenient Class Timings

Classes are held after work hours, typically on Sundays or after 8 PM on weekdays—perfect for working professionals and students.

Live Online Classes

Live online classes based on exercises, allowing questions, discussions, and real-time feedback with instructors.

Industry-Standard Tools

Hands-on training in ChatGPT, Claude, Python, Excel, Power BI, Tally integration, OCR tools, and no-code automation platforms used by finance professionals worldwide.

Live Doubt Clearing

One-on-one sessions with mentors and instructors to ensure you never feel stuck or confused.

Career Potential After This Course

After completing this program, you will be equipped to take on high-value automation and strategic roles across industries—from accounting firms to fintech startups and corporate finance teams.

Career Roles You Can Pursue

Finance Automation Specialist – Design and implement AI-powered automation systems for accounting firms and corporate finance teams.
AI-Powered Financial Analyst – Analyze company financials using AI tools, create intelligent forecasts, and generate automated insights.
Business Intelligence Developer – Build AI-powered dashboards and reporting systems that transform financial data into actionable intelligence.
GST & Compliance Automation Consultant – Help businesses automate their GST filing, TDS reconciliation, and compliance tracking processes.
Fintech Product Specialist – Work with fintech companies building AI-powered accounting and finance automation products.
Digital Transformation Consultant – Advise businesses on implementing AI automation across their finance operations.
Accounting Technology Manager – Lead technology initiatives at accounting firms, implementing AI tools and automation workflows.
Financial Process Automation Engineer – Build and maintain automated financial workflows using Python, APIs, and no-code tools.
AI Chatbot Developer (Finance) – Create client-facing chatbots and knowledge bases for accounting and finance firms.
Freelance Finance Automation Consultant – Offer remote AI automation services to businesses worldwide on platforms like Upwork and Fiverr.

Career Growth Opportunities

Finance professionals with AI automation skills see salary increases of 50-100% compared to traditional accounting roles.
Accounting firms, fintech startups, and large corporations actively recruit candidates who can implement AI-powered finance solutions.
Remote and freelance opportunities are exploding as businesses worldwide seek finance automation expertise.
AI automation skills future-proof your career as manual finance tasks become increasingly obsolete.

Where You Can Work

CA firms and accounting practices implementing digital transformation
Corporate finance departments in large companies and MNCs
Fintech companies building AI-powered financial products
Consulting firms specializing in digital finance transformation
Startups and SMEs needing automated financial operations
Freelance platforms serving clients across India, US, UK, UAE, and Singapore

What Kind of Recruitment and Placement Support Will I Get?

Employer Recognition: Many leading employers and companies actively seek our high-performing students for finance automation and AI roles.
Career Opportunities: Success in our courses can lead to job placements, internships, and assessment opportunities in fintech companies, accounting firms, and corporate finance teams.
Empowering Learners: We focus on empowering learners with not just knowledge and skills, but also real-world job opportunities.
Dedicated Support Team: Our dedicated team assists you with placements, internships, and freelance opportunities throughout your learning journey.
Proven Success: Between April 2020 and March 2025, we've helped over 53,006 students secure jobs, internships, and remote freelance opportunities.
Media Recognition: Our achievements have been featured in respected media outlets like The Hindu, Business World, and India Education Diary.
Impressive Value: Between April 2020 and March 2025, our students have secured over INR 43.41 Crore (USD 5.2 million) worth of work in jobs and internships, with the highest earning record of INR 38 LPA (USD 44k) domestically and INR 80 LPA (USD 97K) internationally.
Comprehensive Support: From day one, our placement team guides you in setting goals, crafting standout CVs, enhancing interview skills, and supporting your critical first month on the job or during an internship.

Can I Get Remote Freelance Work After Doing This Course?

Yes. In fact, one of the major goals of this program is to help you start earning remotely by applying your AI-powered finance automation skills to real projects for clients worldwide.

At SkillArbitrage, we see two kinds of learners: those who already have finance backgrounds, and those who are building their skills from scratch. This course is designed to help both groups become highly competent finance automation professionals capable of delivering professional work remotely.

For learners who complete this program, we guide you in offering high-demand freelance services such as:

AI-powered data cleaning and financial data preparation services
Automated bookkeeping and ledger entry systems setup
GST filing automation and compliance system implementation
Bank reconciliation automation using AI tools
Power BI dashboard development for financial reporting
No-code workflow automation setup (Zapier, Make, Power Automate)
AI chatbot development for accounting firms
Invoice extraction and OCR system implementation

Our focus is practical: we help you land your first three clients. You will learn how to craft professional proposals on platforms like Upwork and Fiverr, showcase your automation projects with real examples, and manage client communication with confidence.

Many of our finance automation learners have earned their first $500–$1,000 within weeks of completing core modules. With consistent effort, some now earn $2,000–$8,000 per month serving international clients who need AI-powered finance solutions.

Between April 2021 and March 2025, SkillArbitrage helped create over 27,500 freelance opportunities, generating over INR 9.96 crore (USD 1.2 million) in verified project value.

How Will You Clear My Doubts and Help Me If I Am Struggling?

In our live classes, you can ask questions and have your doubts cleared in real-time with instructors and peers.

If you need more help after getting feedback on an assignment or want career advice, you can schedule a private one-on-one call. Our evaluators and mentors are here to assist you and give you advice that's tailored to your needs.

Our dedicated support team is available to help you understand complex AI tools, Python scripts, prompt engineering techniques, or dashboard configurations—ensuring you never feel stuck.

Money-Back Guarantee

If you take this course, follow it diligently for a month, attend all classes, and do all the exercises but still do not find value in it, or are not able to understand or follow it, or do not find it good for any reason, we will refund the entire course fee to you. It is a 100% money-back guarantee with only one condition: you must pursue it properly for a month. If you don't find it valuable after that, get your entire money back.

Faculty

Sonali Parashar

Dy. Director - Finance & International Vertical

Vibhore Solanki

Senior Associate, Lawsikho & SkillArbitrage

Note: This is an indicative list of our guest faculty members and not an exhaustive list. We may change the faculty members at any point based on availability.

What Makes This Course Unique?

Joint Certification by IIT Roorkee and SkillArbitrage: Get certified by one of India's premier technical institutions (IIT Roorkee) along with the country's leading skill development platform—a combination that adds immense credibility to your profile.
Practical AI Implementation Focus: Unlike theoretical courses, this program teaches you to actually build and deploy AI automation systems using real tools like ChatGPT, Claude, Python, OCR, and no-code platforms.
Complete Finance Automation Stack: From basic prompt writing to hosting private AI models—master the entire spectrum of AI-powered finance automation.
India-Specific Tax & Compliance Automation: Learn to automate GST, TDS, and Indian compliance requirements—skills immediately applicable to the Indian market.
Tally Integration Expertise: Unique coverage of Tally automation using XML and TDL scripts—critical for the Indian accounting ecosystem.
Data Privacy & Security Focus: Learn to host private AI models locally, ensuring sensitive financial data never leaves your control.
Capstone Project: Design and present a complete end-to-end finance automation solution—demonstrating real-world readiness to employers and clients.
Career-Centered Approach: Most AI courses stop at education. This program goes further—helping you build job-ready profiles, portfolios, and even land your first freelance clients.

Ready to Transform Your Career?

Enroll now and start your journey from traditional finance to an AI-powered automation expert.

Course Duration: 6 months (24 weeks)
Classes per Week: 1 live class + 2 practical exercises per week
Certification: IIT Roorkee and SkillArbitrage
Access: Online 24/7 via web, Android & iOS apps

Transform yourself into a complete AI-powered finance automation professional—equipped with skills that modern businesses value, pay a premium for, and actively recruit.

Your future in AI-powered finance automation starts here.

Course Plan

Above prices are inclusive of all applicable taxes and charges.

Standard

RS. 155000 incl. of all charges

Join the waitlist Enroll now

Instructor-led course with online classes featuring AI tool demonstrations

Online assessments (flexible exam scheduling within given time slots)

1 online class per week

Practical case studies and assignments with hands-on AI tool implementation

Digital certificate (co-branded by iHub DivyaSampark, IIT Roorkee and SkillArbitrage)

Get digital access to entire study material including AI tool tutorials

Access on LMS, Android & iOS app

Live doubt clearing sessions covering academic writing concepts and AI tool usage

Placement assistance for internships, jobs and referrals highlighting AI proficiency

CV enhancement support emphasizing AI-enhanced academic writing expertise

Training for writing and publishing articles, making profiles and taking work on freelance platforms with AI tool showcase

Technical support for AI tool implementation throughout the program

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iHub, IIT Roorkee & SkillArbitrage jointly present: Executive Certification in Financial and Accounting Automation

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