AI in Finance: Systems, Automation and Decision Making
Learn how business systems really work, then build your own AI tools for finance work, with zero coding. 27 chapters, taught in Hinglish.
- 15+ working tools you build yourself
- Zero coding: AI writes it, you design it
- Offline tools: client data stays on your laptop
- Taught by CA Paras Mehra, in Hinglish
GST invoice emailed at once · access within 24 hours · 72-hour refund review
- Hours of video
- 12+
- Chapters, in Hinglish
- 27
- Tools you build
- 15+
- Lines of code you write
- 0
What is the AI in Finance Course?
A 27-chapter course, in Hinglish, that takes a finance professional from “AI kya hai?” to building working tools: a collection system that emails your debtors, an invoice reader, live dashboards and more — 15+ in all, with zero coding.
Most finance work is the same loop every month: download the data, clean it, check it, chase it, report it. The course is built on one line from its first chapter — you are not here to do more work; you are here to think, design and automate.
It runs in three steps. First, six principles that decide whether any skill pays off: decision making, mindset, adaptability, strategic thinking, the TAIL approach and problem solving. Then the technology every finance person now needs to understand: systems, data, databases, logic, APIs, the internet, ERPs like SAP, and what AI is really doing when it answers you. Finally, you build — one method, applied project after project, until building a tool for your own work feels normal.
None of it needs code. You write the logic in plain English, AI writes the code, and you test the output until the numbers tie. And because client data matters, most of the tools run offline in Chrome: the data never leaves your laptop.
Repetitive work, by hand10 hours
With the tools you build30 minutes
In chapter 20, an hour of collection follow-up drops to about three minutes — 5% of the time, however many rows you have.
The AI in Finance Course at a glance
- Course
- AI in Finance: Systems, Automation and Decision Making
- Taught by
- CA Paras Mehra, Chartered Accountant
- Who it is for
- Accountants, CAs, finance managers and finance students in India who want to automate their own work
- Language
- Hinglish (Hindi and English), with examples from Indian businesses
- Length
- 27 chapters, 12+ hours of recorded video, self-paced
- What you build
- 15+ working tools, including a debtor collection system that emails customers, an invoice reader, a trial balance to financial statements tool, a CFO ratio dashboard, a vendor KYC portal, and GST and TDS reports; chapter 26 connects Tally with AI
- Coding needed
- None. You write the logic in plain English; AI writes the code; you test it
- Tools used
- ChatGPT, Claude, Google Gemini, Google Sheets, Apps Script, Google Drive, Excel, Chrome — all have free versions
- Client data
- Never pasted into ChatGPT: you train AI on dummy rows, and confidential tools run offline in Chrome
- Price
- ₹2,499, one payment, all-inclusive, with a GST invoice
- Access
- Lifetime, on Graphy; access arrives by email, normally within 24 hours
- Certificate
- Completion certificate, issued via Graphy
- Refunds
- Write within 72 hours of payment for a review; see the refund policy
- Last updated
27 chapters, principles first, building last
Each part builds on the one before it. By the time you reach the projects, you know why every step in them is there.
1 Chapters 1–9 · 1 h 50 min 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 Why AI and automation: Mr. Kant’s story
- 2 Building the first application, live
- 3 Decision making: Netflix vs Blockbuster
- 4 The right mindset: Arjun and Dronacharya
- 5 Adapting to the future: Nokia, Kodak, Yahoo
- 6 Strategic thinking: strategic, tactical, operational
- 7 The TAIL approach: break the loop
- 8 Problem solving: the NASA janitor
- 9 Consolidating the principles
2 Chapters 10–14 · 2 h 55 min Systems, data and logic See your company as a system, then learn the data, databases and IF-logic every tool runs on.
- 10 Evolution to AI: from punch cards to IBM Watson
- 11 How systems work: Amul, and fixing a broken FMCG order cycle
- 12 Data: types, variables and validation
- 13 Databases: primary keys, masters and transactions
- 14 Logic: IF, AND, OR and nested rules in Excel
3 Chapters 15–18 · 2 h 5 min How software and AI actually work APIs, the internet, ERPs like SAP, and what an AI model is really doing when it answers you.
- 15 APIs: how SAP, DMS, Razorpay and WhatsApp talk to each other
- 16 How the internet works: front end, back end and server
- 17 Real-world systems: ERP, SFA and DMS, with the common questions
- 18 AI: how it predicts, and the rise of micro-apps
4 Chapters 19–26 · 4 h+ 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.
- 19 How to build an application: a trial-balance dashboard
- 20 AI customer collection system: MIS, Google Sheets and emails
- 21 Project lab: invoices, ratios, a KYC portal, web apps and Apps Script
- 22 A team to-do tracker with email and deadlines
- 23 GST reports with AI
- 24 TDS reports with AI
- 25 AI in Excel
- 26 Connecting Tally with AI
5 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.
- 27 Career, growth and the way ahead
+ Bonus · 35 min India’s financial story, 1947 to 2047 Banking, tax and reform from Independence to UPI and GST: the context every finance professional should carry.
What will you build? 15+ tools from real finance problems
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Chapter 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 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 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 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 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 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 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 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 21
Your own web apps
A personal website, a mobile-friendly dashboard, a domain checker on a live API and an ethical web scraper.
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.
No coding needed: five steps, every project
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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
The tools you will use
All have free versions, and the free versions are enough. A paid AI plan helps on bigger builds — one month, at about ₹1,500–2,000, is plenty.
- ChatGPT
- Claude
- Google Gemini
- Google Sheets
- Apps Script
- Google Drive
- Excel
- Chrome
Privacy first. You train AI on dummy rows and build confidential tools to run offline in Chrome, so real client data never leaves your laptop.
You need a laptop or desktop with Chrome, Excel and a free Google account.
How does the course work?
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Step one
Pay ₹2,499, all-inclusive. Your GST invoice is emailed straight away.
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Step two
Your access arrives by email, normally within 24 hours. The course runs on Graphy.
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Step three
Learn at your own pace, keep it for life, and take the certificate at the end.
Completion certificate included — issued via Graphy.
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.
Who is this course for?
- 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.
- A list of ChatGPT prompts and nothing more.
AI will not replace you. A person with AI skills will.
It is not the strongest of the species that survives, nor the most intelligent, but the one most responsive to change.
I first read that line while studying for my CA. It has stayed with me ever since. Read it properly and it stops being a quote about biology — it becomes a way to handle any change. AI, automation, anything.
Adapt to the change. Adapt to the tech.
I’m Paras Mehra, a qualified Chartered Accountant who works in technology and automation. Over 16 years, including my training days, I have co-founded two startups, advised hundreds more, and implemented complex systems — SAP, Salesforce, DMS, Power BI and others.
I have built systems, connected them, automated what sat between them, and saved hundreds of hours doing it. In this age, every person must learn to automate and lead. If you don’t, someone else will.
Technology and automation are no longer optional. They are imperative. My job here is to teach both in the simplest way I can.
All the best.
Write to me: info@mparas.com
Not ready yet? See how we teach, for free.
Free Excel PDFAI in Finance Course: common questions
What will I actually be able to build?
Working tools for your own finance work: a customer collection system that emails your debtors, an invoice reader for PDFs and scans, a trial-balance dashboard, a ratio analysis dashboard, a vendor KYC portal, a team to-do tracker, scheduled emails and more — 15+ in all. More importantly, you learn the method, so you can build the next one yourself.
Do I need any coding experience?
No. You write the logic in plain English and AI writes the code. You will see code, because you copy it into place and test what it does — but you never have to write it. If you can use Excel, you can do this course.
Is this course in Hindi or English?
It is taught in Hinglish — plain, practical language, with examples from Indian businesses.
Which AI tools does the course use?
ChatGPT, Claude and Google Gemini to write the code; Google Sheets, Apps Script and Drive to store data and run tools online; Excel; and the Chrome browser. Every one of them has a free tier.
Do I need a paid AI subscription?
No. The free versions are enough to follow the course. For bigger builds a paid plan helps — one month, at about ₹1,500–2,000, is plenty, and you can cancel it after.
What computer do I need?
A laptop or desktop with Chrome, Excel and a free Google account. You can watch the lessons on your phone, but you will build on a computer.
Is my company’s data safe?
That is a rule the course teaches from day one: never paste real client data into ChatGPT. You train the AI on dummy rows, and most tools you build run offline in Chrome, so the data never leaves your laptop. The online tools run on your own Google account.
Does it teach GST or TDS compliance?
No — it is not a tax-law course. Chapters 23 and 24 build GST and TDS reports with AI, and GST appears wherever a tool needs it, such as GSTIN checks, the CGST/SGST versus IGST rule and invoice extraction. The rules themselves are not taught; how to build tools for your GST and TDS work is.
Does it work with Tally?
Yes. Chapter 26 covers connecting Tally with AI, so the data you already keep in Tally can feed the reports and tools you build.
Is it useful for a practising CA?
Yes. Collections, invoice processing, client KYC, MIS and dashboards are the work a practice does every month, and the course shows you how to automate each of them.
How long is the course?
27 chapters and a little over 12 hours of video, plus the time you spend building. Go at your own pace; access never expires.
How long do I have access?
Lifetime access. Buy once, keep it.
How and when does access arrive?
By email, normally within 24 hours of payment. The course runs on Graphy, and your GST invoice is emailed straight away.
How do I get my invoice?
A GST-compliant invoice is emailed automatically after payment.
Do I get a certificate?
Yes — a completion certificate is issued via Graphy.
What if the course isn’t right for me?
Write to info@mparas.com within 72 hours of payment and we will review it. Please read the refund policy first.
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.”
One payment. Yours for life.
- 27 chapters, 12+ hours
- 15+ tools you build
- Lifetime access, in Hinglish
- Completion certificate
- GST invoice, emailed at once
- Zero coding needed
Bought by mistake, or something went wrong? Write to info@mparas.com within 72 hours and we will review it — see the refund policy.