AI-Assisted Data Cleaning for Finance

Turn messy financial exports into a clean, refreshable dataset, using Excel and Power Query for the rules, AI for the judgment calls, and your own review for the final decision.

Build a repeatable Power Query pipeline that combines monthly files, strips junk rows and subtotals, and survives next month's refresh without edits.
Use AI to propose vendor and entity mappings, then accept, override, or escalate each one, with the raw value, AI proposal, and approved value kept side by side.
Validate AI-assisted output with exception checks and reconciliation against an independent source, so errors surface instead of loading quietly.

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Overview

AI-Assisted Data Cleaning for Finance Course

AI can only be as reliable as the data beneath it. Finance data rarely arrives clean: vendor names are spelled several ways, headers shift between exports, subtotals sit inside the data, and dates arrive as text. Ask AI a question about that file and you may get an answer that sounds right but isn’t controlled. This course teaches you to fix the problem at the source. You’ll learn when a task belongs to a deterministic tool, when AI adds value, and when a person has to decide. You’ll build a refreshable Power Query pipeline from a folder of monthly exports, use AI to map messy descriptions to an approved vendor list under human review, and validate the result with exception checks and reconciliation. Finally, you’ll see how the same clean, map, validate, refresh pattern applies to loan tapes, deal databases, comps sets, and GL extracts.

Who Should Take This Course?

Finance professionals in investment banking, credit analysis, equity research, and FP&A who are new to Power Query and want to use AI on real data with confidence. It suits analysts building toward any of these four roles through the AI in Finance certification

Tools Used in This Course

Claude in Excel, PowerQuery (native in Excel 2016 onwards)

AI-Assisted Data Cleaning for Finance Learning Objectives

Identify structured data to process with deterministic code, semi-structured data that requires targeted AI and human review, and the model tier a task's complexity calls for.

Describe how named Excel tables and repeatable Power Query transformations turn a messy source into a clean, structured, refreshable dataset.
Apply an AI-assisted mapping workflow that preserves the raw value, the AI proposal, and a single approved value under human review.
Recognize how exception checks and reconciliation against an independent source expose errors in AI-assisted output, and when a record should be accepted, overridden, or escalated.
Classify problems in another finance discipline by the step of the clean, map, validate, refresh pattern they affect.

Prerequisite Courses

Recommended courses to complete before taking this course.

3-Statement Modeling

Prerequisite Skills

Recommended skills to have before taking this course.

Financial modelling

AI-Assisted Data Cleaning for Finance

Led by Cheryl Provorny

Level 3

100% online and self-paced

NASBA CPE Credits: 4

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What You'll Learn

Lesson

Multimedia

Exams

Files

Qualified Assessment

Frequently Asked Questions

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What are the requirements to take the courses?

All of our certification programs are open to students and professionals in various industries and levels of experience. Our curriculum is designed to teach what you need to know from basic fundamentals to advanced practical case studies. To take the courses and complete the exercises, students will only need access to a PC and/or Mac, Microsoft Suite (2016 or newer), and a stable internet connection. Click here to view the Technical Requirements

Can I download the Excel files and financial modeling templates for the course?

Absolutely! All the files and templates needed in a course are available for download. Just look for a module that shows Downloadable Files within the course dashboard. See here for a visual guide on how to do this.

How long do I have to complete the courses?

You will have yearly access to the courses as long as you maintain an active subscription. All the courses are self-paced as well so you can take your time in learning without worrying about any deadlines. Click here to compare our available enrollment options.

Are CFI courses officially accredited?

Yes, CFI is accredited by the Better Business Bureau® (BBB) to maintain training standards, the CPA Institutions in Canada, and the National Association of State Boards of Accountancy (NASBA) in the USA. Most of our courses qualify for verified CPE credits for CPA charter holders. Please refer to this page to view all available CPE credits.

Are there any additional fees or costs?

None! The bundle price includes everything and there are no additional fees or charges to earn your digital certification. You can see our enrollment fees listed here.

What currency are your courses priced in?

All our online courses are priced in USD. As this is a recurring payment, we accept all major credit and debit cards including Visa, MasterCard, and American Express.

How do I earn my certificates?

Students must complete all the video lessons, quizzes, and final assessments in each course. You can retake the assessments as many times as necessary until you reach an 80% passing grade. For more information on how to earn a course certificate, click HERE.

How are the exams conducted?

Students are required to complete an online assessment (Multiple choice questions, Fill-in-the-Blanks, and Excel Questions) at the end of each course. You can take the exams on your own schedule and will need to earn at least 80% to pass the course and earn your certificate of course completion. Please note that course exams can be repeated as many times as you need. Students are also required to complete the FMVA® final exam to earn their certification. How to Take a Qualified Assessment

Can I email the instructor if I have questions?

While the courses are designed mainly for self-study, we are happy to provide email assistance for general or technical support inquiries. The Full Immersion bundles include a premium email support function that allows you to communicate directly with in-house experts regarding course content. This is one of the key features that sets the Full Immersion bundle apart and makes it a worthwhile upgrade over the more affordable self-study bundle. You can compare more features in our bundles here.

Will these courses help me advance my career?

Based on hundreds of reviews from thousands of students we know how CFI courses have helped so many people advance their finance careers. Our courses are designed to be extremely practical and simulate the experience of being trained as a professional financial analyst…the ultimate way to advance your career. For real-world examples and to help delve even deeper into the course concepts, please look into our free career resources library.

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AI-Assisted Data Cleaning for Finance

AI-Assisted Data Cleaning for Finance Course

Who Should Take This Course?

Tools Used in This Course

AI-Assisted Data Cleaning for Finance Learning Objectives

What You'll Learn

Introduction

Foundations

Trades (Clean and Combine)

Bank (Standardize the Mess)

Validate and Refresh

Conclusion

Qualified Assessment

Frequently Asked Questions