Automate Financial Insights with AI Tools & Dashboards

Learn how to automate financial insights end-to-end by building real-time data pipelines, AI-powered dashboards, and interactive financial applications. In this course, you will use APIs, ETL workflows, Power BI, Tableau, Streamlit, ML models, and LLM-based AI tools to deploy production-ready financial analytics systems. In Module 1, you will explore automation foundations for finance by working with financial APIs, ETL pipelines, and workflow orchestration tools while implementing governance, auditability, and error handling. In Module 2, we will cover dashboard design and real-time financial visualization using Power BI and Tableau, including automated refresh, forecasting visuals, and alerting mechanisms. In Module 3, you will see how to build interactive financial applications using Streamlit, integrate ML models and real-time data, and deploy cloud-hosted analyst tools. In Module 4, we will bring everything together in a capstone project by building a fully automated, AI-enabled financial insights platform with APIs, ML forecasting, dashboards, LLM commentary, alerts, and monitoring. By the end, you will be able to: -Build automated financial data pipelines using APIs and ETL workflows -Create real-time dashboards with Power BI, Tableau, and Streamlit -Integrate ML models and LLM-generated insights into analytics systems -Deploy cloud-ready, end-to-end financial automation solutions This course is ideal for: -FP&A, finance, and investment professionals seeking automation skills -Analysts building dashboards and real-time reporting systems -Data professionals working on financial analytics platforms -Learners completing a finance + AI specialization or capstone Transform static financial reports into automated, AI-powered insight systems used by modern finance teams. Disclaimer: This is an independent educational resource created by Board Infinity for informational and educational purposes only. This course is not affiliated with, endorsed by, sponsored