What your team will build
In two days your team builds working AI Agents that automate each part of the finance function:
- Invoices, receipts and claimsAI Agent that automates data entry. It reads invoices, receipts and staff claim forms, PDF or scanned, from a folder and writes the data into a database. No retyping.
- Accounts payableAI Agent that automates bill processing. It reads each supplier bill, codes it to the right account, matches it to the purchase order and flags a duplicate invoice, ready for a person to approve.
- LHDN e-InvoiceAI Agent that automates e-Invoice checking. It compares the e-Invoices on MyInvois with your sales records and supplier bills, and flags any that are missing, mismatched or cancelled, so your team can query them within LHDN's 72-hour window.
- Bank reconciliationAI Agent that automates bank reconciliation. It takes each day's bank transactions, matches them against sales and settlements, and lists only the exceptions that need a person.
- Bookkeeping entriesAI Agent that automates journal entries. It drafts journal entries from bank transactions using your own account rules, for your team to review and post.
- Receivables and payments dueAI Agent that automates payment follow-ups. It sends Finance a daily email listing outstanding customer invoices and supplier payments falling due, with reminder messages drafted for you to send.
- Month-end closeAI Agent that automates month-end reporting. It tracks the closing checklist, prepares management accounts in Excel and drafts month-on-month and year-on-year variance commentary.
- Budget and cash flowAI Agent that automates budget monitoring. It compares budget against actual, tests what-if scenarios and checks the forecast.
- Audit supportAI Agent that automates audit preparation. It gathers the supporting documents and drafts responses to audit queries, with a record of where AI assisted.
- Financial statementsAI Agent that automates financial statement drafting. It drafts the profit and loss statement, balance sheet and cash flow statement from the trial balance, and checks that the figures tally.
- Finance dashboardAI Agent that automates the finance dashboard. It turns your accounts data into a dashboard of revenue, expenses, cash position, receivables and payables for management, with a short note on what changed this month.
AI safety and security. Your team also learns to use AI safely: which financial data may go into an AI tool, how to catch a wrong or made-up number before it reaches a report, how to keep a record of AI-assisted work for your auditors, and how to protect each agent from hidden instructions planted in an invoice or email, and from leaking company data.
AI governance. They also draft a finance AI usage policy: who may build an agent, what data it may use, and who approves its output.
The agent prepares and checks. Your finance team reviews, approves and posts every entry and every payment.
No coding. If your team can use Excel and an AI tool, they can build this, step by step with the trainer. Each participant builds a simple working version in class, on sample data.
These are modelled on AI Agents our lead trainer runs every day in his own business.
Who should attend
Finance managers, accountants, finance and accounts executives, budgeting and forecasting executives, and internal auditors.
The class is pitched at intermediate level, but it is open to anyone who works with Excel and an AI tool. Entry-level participants follow every exercise step by step with the trainer; experienced participants go further in the hands-on labs. Bring a laptop. A paid Claude or ChatGPT subscription is recommended. No coding needed. Exercises use sample data. Please do not bring real staff or company records.
How to claim from HRD Corp
- 1. Register your interest using the form below.
- 2. We send your company a quotation.
- 3. We confirm the class in writing.
- 4. Your company applies for the grant in e-TRiS under HRD Corp Claimable Courses, public training. The grant must be approved at least 3 days before the class.
- 5. Attend. HRD Corp pays the training provider directly.
Please apply for the grant only after we confirm the class. Once HRD Corp approves a grant, its date and venue cannot be changed.
Your trainers
Ts. Syahrul Nizam bin Junaini
Professional Technologist · Senior Lecturer, UNIMAS · HRD Corp Accredited Trainer
Trainer profile →Register your interest
Fill this in and we send your company a quotation. No payment is taken on this site. We confirm the class with your company in writing.