- Introduction to the functionality of Large Language Models (LLMs) and their possible applications in the world of finance.
- Basics of text processing, data cleansing and structuring to optimize AI models.
- In-depth study of embeddings and vector databases for the efficient analysis and processing of text data.
- Development of simple data pipelines for the automated processing of financial documents (e.g. OCR).
- Overview of Retrieval Augmented Generation (RAG) to improve information retrieval.
- Practical examples of creating automated reports and using LLM technology for specific use cases.
Objectives: participants gain a deep understanding of the technical foundations of AI, gain practical insights into processing and analyzing data and are able to integrate the first simple AI solutions into their business processes.
- Use of no-code tools such as LangFlow to quickly automate processes in controlling, finance and accounting.
- Introduction to Python-based solutions for the automation of complex workflows, e.g. for the reconciliation of bank transactions with invoices or AI-supported automated bookings.
- AI-based automation of data analyses.
- AI-based parameterization of prediction models/risk models.
- Integration of ML models into existing workflows and real-time analyses via API interfaces.
Objective: participants learn to combine no-code tools and Python for the automation of controlling, finance and risk processes, to develop ML models and to integrate them efficiently into existing systems in order to exploit automation potential in their company.
- Introduction to agent frameworks such as LangFlow for the automation of complex business processes.
- Development of workflows in which agents are used to automate routine tasks such as customer communication and payment processing.
- Integration of ML models in agent-based workflows for automated credit risk assessment.
- Creation and optimization of agents that independently process and analyze data and make decisions.
- Practical application and simulation of agents that optimize internal processes and thus increase efficiency.
Objective: participants learn how to use agent frameworks to develop complex automations and use AI models effectively in their business processes to reduce manual workload and automate decisions.
- In the self-learning phase, participants analyze processes with automation potential in their own company and select a specific use case, which they develop further using the methodology taught in the training .
- The aim is to establish a clear link between the business requirements and the possibilities of AI automation. On this basis, the participants create a pitch that demonstrates the benefits of their use case, including an assessment of resource savings such as time, costs and efficiency, identification of the technical and organizational requirements and presentation of the potential business impact.
- In addition, the participants develop an outline of the technical workflow for the implementation, which includes steps such as data extraction and preparation (e.g. by OCR), the integration of AI models such as LLMs or machine learning algorithms, the automation of follow-up actions such as reporting and notifications, and the identification of relevant interfaces such as APIs and databases.
- The participants present the results of their self-learning phase, including the AI use case, the cost-benefit analysis and the technical workflow outline.
- Joint reflection with the group and the trainer.
- Together, the use cases are honed with a view to the added value for your own company and implementation recommendations are made.
- The workshop offers participants a valuable opportunity to develop a customized concept for an AI automation use case for their company, including the associated code workflow.
Objective: The aim is to develop practical solutions that can sustainably increase the value of your company. The workshop supports the participants in optimizing their AI use cases in a practical way and developing concrete implementation strategies. Through individual feedback and valuable input from the group, a sound basis is created for successfully implementing the concepts developed in the corporate context and realizing sustainable increases in efficiency.
Contents
Module 1: AI basics and application (2 days, live online)
- Introduction to the functionality of Large Language Models (LLMs) and their possible applications in the world of finance.
- Basics of text processing, data cleansing and structuring to optimize AI models.
- In-depth study of embeddings and vector databases for the efficient analysis and processing of text data.
- Development of simple data pipelines for the automated processing of financial documents (e.g. OCR).
- Overview of Retrieval Augmented Generation (RAG) to improve information retrieval.
- Practical examples of creating automated reports and using LLM technology for specific use cases.
Objectives: participants gain a deep understanding of the technical foundations of AI, gain practical insights into processing and analyzing data and are able to integrate the first simple AI solutions into their business processes.
Module 2: AI automation and AI app development (1 day, attendance)
- Use of no-code tools such as LangFlow to quickly automate processes in controlling, finance and accounting.
- Introduction to Python-based solutions for the automation of complex workflows, e.g. for the reconciliation of bank transactions with invoices or AI-supported automated bookings.
- AI-based automation of data analyses.
- AI-based parameterization of prediction models/risk models.
- Integration of ML models into existing workflows and real-time analyses via API interfaces.
Objective: participants learn to combine no-code tools and Python for the automation of controlling, finance and risk processes, to develop ML models and to integrate them efficiently into existing systems in order to exploit automation potential in their company.
Module 3: AI automation with agent frameworks (1 day, presence)
- Introduction to agent frameworks such as LangFlow for the automation of complex business processes.
- Development of workflows in which agents are used to automate routine tasks such as customer communication and payment processing.
- Integration of ML models in agent-based workflows for automated credit risk assessment.
- Creation and optimization of agents that independently process and analyze data and make decisions.
- Practical application and simulation of agents that optimize internal processes and thus increase efficiency.
Objective: participants learn how to use agent frameworks to develop complex automations and use AI models effectively in their business processes to reduce manual workload and automate decisions.
Module 4: Practical transfer "Development of an AI automation use case for your own company" (self-learning phase)
- In the self-learning phase, participants analyze processes with automation potential in their own company and select a specific use case, which they develop further using the methodology taught in the training .
- The aim is to establish a clear link between the business requirements and the possibilities of AI automation. On this basis, the participants create a pitch that demonstrates the benefits of their use case, including an assessment of resource savings (time, cost and efficiency), identification of technical and organizational requirements and presentation of the potential business impact.
- In addition, the participants develop an outline of the technical workflow for the implementation, which includes steps such as data extraction and preparation (e.g. using OCR), the integration of AI models such as LLMs or machine learning algorithms, the automation of follow-up actions such as reporting and notifications, and the identification of relevant interfaces such as APIs and databases.
Module 5: Practical transfer: development of AI use cases, presentation, discussion, feedback (1 day, live online)
- The participants present the results of their self-learning phase, including the AI use case, the cost-benefit analysis and the technical workflow outline.
- Joint reflection with the group and the trainer.
- Together, the use cases are honed with a view to the added value for your own company and implementation recommendations are made.
- The workshop offers participants a valuable opportunity to develop a customized concept for an AI automation use case for their company, including the associated code workflow.
Objective: The aim is to develop practical solutions that can sustainably increase the value of your company. The workshop supports the participants in optimizing their AI use cases in a practical way and developing concrete implementation strategies. Through individual feedback and valuable input from the group, a sound basis is created for successfully implementing the concepts developed in the corporate context and realizing sustainable increases in efficiency.
Learning environment
Once you have registered, you will find useful information, downloads and extra services relating to this training course in your online learning environment.
Your benefit
- You will receive a sound introduction to the technical foundations and practical applications of artificial intelligence (AI) and data science in controlling, finance and risk management.
- You will learn how to use modern tools such as LangFlow, Python and machine learning to efficiently automate and optimize processes in your company.
- You develop specific automation concepts and AI workflows that are individually tailored to your company's requirements.
- You will benefit from practical exercises and best-practice examples that will help you to successfully integrate AI solutions into your business processes.
- The self-study phase and the concluding workshop give you the opportunity to work on your own use cases, receive feedback and develop concrete implementation strategies.
- You will strengthen your ability to recognize automation potential and convincingly demonstrate the value of AI-based solutions in your company.
- At the end of the program, you will be able to independently plan and implement AI solutions and thus sustainably increase the efficiency and competitiveness of your company.
Methods
- The seminars are interactive and have a workshop character and consist of trainer input, live demos, practical exercises and best-practice examples. The participants learn how to use AI through practical applications.
- You will need your own laptop to participate.
- The live online modules take place directly in the browser.
- Simple software setups are required for the practical part of the seminars. The following tools are used: GitHub Codespace, GitHub Classroom and OpenAI
- Self-study phase.
Recommended for
Specialists and managers from the areas of controlling, finance, risk management and other corporate divisions who want to take a closer look at AI automation and apply it.
Further recommendations for "AI Automation and Data Science for Controlling and Finance"
Start dates and details



