Put your knowledge into action and get certified. This final module brings together everything you’ve learned and shows you how to take the next step.

What You’ll Learn

By the end of this module, you will be able to:

• Recall the core concepts from each module
• Identify quick-win opportunities based on your role
• Apply AI concepts to real finance workflows
• Earn your Nominal AI Mastery Badge
• Take the next step with a personalized demo

💡 Quick Tip

You don’t need to automate everything at once. Start with one process, one agent, one workflow. Let it prove value. Then scale.

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1. Recap What You’ve Learned

Over the past three modules, you’ve explored how AI transforms finance from the ground up. You’ve learned the difference between automation and intelligence. You’ve seen how agents can eliminate manual work, improve accuracy, and bring visibility to the entire close process.

From strategic forecasting to day-to-day reconciliations, AI is helping teams move faster and make smarter decisions. This lesson brings the highlights back together so you can confidently speak about AI’s role in modern accounting.

Need a refresher? Revisit the content highlights of this Masterclass.

Top Blog Posts

• AI Agents in Finance and Accounting: From Manual Tasks to Strategic Insights
• Agentic AI in Accounting: How Finance Teams Are Automating With Intelligence
• 10 Real-World AI Agents Examples That Go Beyond ERP Limits
• Agentic Workflow Automation: What It Means for Accounting
• Why AI in Finance Can’t Be Ignored

Key Videos

Understanding Agentic AI in Accounting

AI Agents in Finance & Accounting: Beyond the Hype

How AI Agents Replace Spreadsheets in Modern Accounting

CFOs Leading With Intelligence

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Downloadable Tools and Resources

• Prompting Guide for Finance Teams 
• [Infographic] AI Glossary for Finance Teams 
• [Infographic] Why AI in Finance Can’t Be Ignored
• [Infographic] 10 Accounting Tasks AI Agents Are Transforming
• [Infographic] Excel vs. RPA vs. AI Agents
• [Infographic] AI Agents vs. Agentic AI

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2. Your Role-Based AI Action Plan

AI in finance is not one-size-fits-all. In this lesson, you’ll get a downloadable checklist based on your role to help you apply what you’ve learned right away.

Download your “3 Actions to Do Now” checklist for:

• CFOs – Start driving strategy with intelligent forecasting
• Controllers – Improve accuracy with continuous oversight
• Accountants – Reduce manual work and reclaim time for analysis

Each checklist includes tactical first steps, evaluation questions, and ways to spot quick wins in your current workflow.

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3. Take the Quiz and Claim Your Badge

Let’s put your knowledge to the test. This quick quiz reinforces key concepts and gives you a shareable certification once you pass.

Quiz

Earn your AI Mastery Badge

Show your team that you’re ready to lead the next phase of finance transformation.

Take the interactive quiz

4. See Nominal in Action

Now that you understand the power of intelligent finance, it’s time to explore how it works inside your own environment. From close automation to multi-entity coordination, Nominal is built to scale AI across your operations.

See how it fits into your stack: book a demo with our team to get a tailored walkthrough.

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