AI in Finance Course: Turn a 10-hour finance day into 30 minutes.
Build your own AI tools for finance work. No coding. In Hinglish.
By CA Paras Mehra · GST invoice · 72-hour refund review
Mr. Kant read 30,000 invoices a month. By hand.
Scans and PDFs, every one typed into Excel. Ten hours a day, 75 days of work a month — and the same salary three years running, because the job never grew.
Then he built one small tool with AI. Upload the invoices, click extract, download the Excel. The 75 days became one minute.
He didn’t work faster. He got out of the loop — and spent the freed hours on work that grows a career.
Most of us are in the same loop: download, clean, check, chase, report. This course is the way out.
By hand
75 days
30,000 invoices a month
With his tool
1 minute
Upload, extract, download
AI will not replace you. A person with AI skills will.
15+ working tools — yours to keep using.
Every project starts from a real finance problem. You write the logic in plain English, AI writes the code, and you test it until the numbers tie.
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Chapter 20Chapter 20
AI customer collection system
Upload a debtor list. It works out due dates, ageing buckets and urgency, writes the MIS to Google Sheets, and sends each customer one reviewed reminder.
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Chapter 21Chapter 21
Invoice reader: PDF, scan or photo
Pulls the header and every line item out of digital, scanned and photographed invoices, offline, into a downloadable Excel.
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Chapter 19Chapter 19
Trial balance to financial statements
Drop in a trial balance and get a profit and loss account, a balance sheet, charts and Excel downloads.
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Chapter 21Chapter 21
CFO ratio dashboard
Liquidity, solvency, activity and working-capital ratios across years, with the red flags written out in plain English.
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Chapter 21Chapter 21
Vendor KYC portal
One link for your vendors: their details, PAN and GST uploads, an automatic vendor code, and everything filed in Google Sheets and Drive.
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Chapter 22Chapter 22
Team to-do tracker
Email yourself to open a task, assign it to a teammate with a three-day deadline, and lock the tracker with an access code.
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Chapter 21Chapter 21
Email on autopilot
Scheduled emails, a summary of today’s inbox, and triggers that keep running while you sleep.
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Chapter 21Chapter 21
Candidate assessment test
Ten case-based accounting questions that lock on submit and show the score only behind a password.
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Chapter 21Chapter 21
Your own web apps
A personal website, a mobile-friendly dashboard, a domain checker on a live API and an ethical web scraper.
A clear thought, written as steps, is your code.
Automation used to need years of coding. Now it needs clarity. Every project in the course is built with the same five steps, until you can build the next one on your own.
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1
Clarity
One problem, one sentence. Know exactly what you want before you open AI.
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2
Input
What data you have: the file, its columns, its format. Dummy rows, never real data.
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3
Logic
The rules, step by step, in plain English. The thinking stays yours.
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4
Hand over to AI
Goal, input and logic become one prompt. AI writes the code in minutes.
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5
Test
Check the output against a manual calculation until the numbers tie.
Wrong output? Tell the AI exactly what is wrong, and test again.
The clarity and the logicThe one part AI cannot do for you
- Coder ChatGPT, Claude or GeminiTurns your logic into working code
- Front end HTML, CSS and JavaScriptThe screen you and your team use
- Server Google Apps ScriptFree, always on, runs while you sleep
- Database Google SheetsWhere every record is kept
Your client’s data never goes into ChatGPT.
Most AI courses tell you to paste your files into a chatbot. This one teaches the opposite: train the AI on dummy rows, then build tools that run offline in Chrome. The real data never leaves your laptop.
- 100% offline tools for confidential work
- Online tools run on your own Google account
- Test every output before your team relies on it
27 chapters, in the order that makes it stick.
Principles first, then the technology, then the building. 12+ hours of video, in Hinglish, at your own pace.
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Chapters 1–9
The principles: think like a decision-maker
Why the CEO is paid the most, and the six principles that decide whether any skill pays off.
1 h 50 min
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Chapters 10–14
Systems, data and logic
See your company as a system, then learn the data, databases and IF-logic every tool runs on.
2 h 55 min
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Chapters 15–18
How software and AI actually work
APIs, the internet, ERPs like SAP, and what an AI model is really doing when it answers you.
2 h 5 min
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Chapters 19–26
Build with AI: the projects
One five-step method — clarity, input, logic, hand over to AI, test — applied project after project, up to connecting Tally with AI.
4 h+
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Chapter 27
Career, growth and the way ahead
Where these skills take you: turning the tools you built into a bigger role, and what to learn next.
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Bonus
India’s financial story, 1947 to 2047
Banking, tax and reform from Independence to UPI and GST: the context every finance professional should carry.
35 min
From doing the work to designing it.
Five stages, from chapter 1 to chapter 27. Here is what changes along the way — in your time, your knowledge and your career.
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1 Week 1
Think differently
Chapters 1–9
You stop asking how to finish the work faster, and start asking whether a person should be doing it at all.
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2 Week 2
See the system
Chapters 10–14
Your company becomes a system you can read: data, masters, transactions and rules — and you can see where the work breaks.
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3 Week 3
Understand the technology
Chapters 15–18
APIs, ERPs, the internet and AI stop being jargon. You talk to IT and software vendors as an equal.
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4 Weeks 4–6
Build
Chapters 19–26
Working tools for collections, invoices, statements, GST and TDS reports, Excel and Tally — and the method to build the next one on your own.
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5 After
Grow
Chapter 27
You turn what you built into a bigger role: the person who designs how the finance work gets done, not the one who does it by hand.
What changes for you
Time
10 h → 30 min
- Before
- Hours every month on the same loop: download, clean, check, chase, report.
- After
- The repetitive part runs itself. The course's own projects turn a 10-hour job into about 30 minutes.
Knowledge
15+ tools
- Before
- Excel, and the ERP screens you were trained on.
- After
- Systems, data, databases, APIs, ERP and AI — plus 15+ working tools you built yourself, with zero coding.
Salary and career
Process → design
- Before
- Paid for hours of processing — the work AI is taking over first.
- After
- Paid for the systems you design. The person who saves the team hours every day is the one in the raise and promotion conversation.
The weeks are a suggested pace of about an hour a day. No course can promise you a raise; this one gives you work worth paying more for.
How is this course different from other AI courses?
Compared with the usual AI course for finance people — not any one course by name.
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Who teaches it
Usual AI courseA tech trainer or content creator, often with no finance background.
This courseA Chartered Accountant who runs finance systems — SAP, DMS, collections — in a real company.
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What you learn
Usual AI courseA list of prompts and tool tours that date in months.
This courseHow business systems, data and AI work — then the tools, so the skill outlives any one app.
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What you leave with
Usual AI courseNotes, slides and a certificate.
This course15+ working tools you built yourself: collections, invoices, statements, dashboards, KYC.
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Coding
Usual AI courseEither “learn Python first”, or no logic at all.
This courseZero coding. You write the logic in plain English, AI writes the code, you test it.
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Client data
Usual AI coursePaste your data into ChatGPT and hope.
This courseNever real client data: you train AI on dummy rows, and confidential tools run offline.
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Examples
Usual AI courseGeneric or foreign examples.
This courseIndian finance work: GST, TDS, Tally, SAP, FMCG distributors and MSMEs.
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Language
Usual AI courseFormal English.
This courseHinglish — the way finance teams in India actually talk.
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After the course
Usual AI courseYou can repeat what you were shown.
This courseA five-step method to build the next tool on your own, for your own work.
Is this course for you?
Yes, if you are
- Accountants, AR/AP and MIS executives doing the same work every month
- Finance managers and CAs in industry who want their team’s work automated
- CA, CMA and B.Com students who want a skill most candidates don’t have
- MSME owners in distribution, FMCG or pharma who run their own numbers
Not for you, if you want
- GST or TDS compliance training. This course teaches you to build tools, not tax law.
- To become a software developer. You will design and test tools; AI writes the code.
- A list of ChatGPT prompts and nothing more.
Why I made this course
50 years ago, it took five people to maintain the books of one company. Today, one person can handle the books of five companies. How did that happen? Automation, intelligence, and faster computing.
Can you imagine working the way people did 50 years ago?
With the arrival of AI, no field will stay untouched — which makes learning this new skill, and adapting to it, non-negotiable.
But you can’t learn AI until you understand it from scratch. So this course was built for someone with zero technical background — but who wants to change, learn, and grow.
Adapt. Learn. Grow.
Paras Mehra
Chartered Accountant
A Chartered Accountant who works in technology and automation. Over 16 years I have co-founded two startups, advised hundreds more, and implemented the complex systems — SAP, Salesforce, DMS, Power BI. I have built them, connected them, automated what sat between them, and saved hundreds of hours doing it.
What students say
“After the first few lessons I started building my own tools without being told to. That shift is the whole course.”
“This course doesn’t just teach you AI — it teaches you how to think in the age of AI. Amazing, and very different from what’s out there.”
“Amazing videos and the best explanations. In some places it feels repetitive, but otherwise it’s amazing.”
Learn. Automate. Lead.
- 27 chapters, 12+ hours
- 15+ tools you build
- Lifetime access, in Hinglish
- Completion certificate
- GST invoice, emailed at once
- Questions answered at info@mparas.com
Excel Formulas PDF — with advanced Excel formulas
The 24 Excel formulas that do the daily work in finance, each with a worked example on real Indian data.
54 pages Free PDFNo course to buy
Keep learning with mparas — free.
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