Module 5: Using AI to Build Applications, Tools & Dashboards

Capstone module. Use AI as your builder — describe what you need in plain language and watch it create working tools, dashboards, and calculators. No coding required. Build your capstone portfolio piece and complete your collection of five working AI agents.

Modules

  1. Context / Theory — What AI is good at: building things. How AI changes the tool-building equation for finance teams — from months-long IT requests to 30-minute prototypes. The full range of what you can build.
  2. Now To Do — Hands-on steps. Describe a tool to AI, have it build it, iterate on the design, add real data, build a second tool, share for feedback, and reflect.
  3. Application — Every area of the finance function where AI can build tools — management reporting, financial planning, operations dashboards, team tools, and personal productivity.
  4. Bonus: Going Deeper — Optional capstone. Polish your best build to portfolio-ready quality, save it, create a builder agent, and complete your five-agent training portfolio.
  5. AI Terms — Key terms introduced in this module, explained in plain language.