AI for managers means using everyday AI tools to draft budgets faster, interpret financial statements, spot trends and make better decisions — without becoming a data scientist. BOTI pairs its Finance For Non Finance Managers course with practical AI-for-managers skills, so your team builds financial confidence and AI fluency together. Facilitator-led, delivered in-house or online across South Africa. Phone 011-882-8853 for a quote.

Quick Look: Finance For Non Finance Managers

• Next Public Course Date: On request
• Length: 3 day(s)
• Certification Type: BOTI certificate of completion (this is a practical skills programme, not an accredited qualification)
• Locations & Venues: Off-site or in-house. We train in all major city centres throughout South Africa (Johannesburg, Cape Town, Durban, Pretoria) and remotely.

This is a practical, facilitator-led skills programme covering core managerial-finance topics, including managing the finances of a unit and applying financial analysis.

Don’t Be Scared of Finances — It’s Easier to Understand Them Than You Think!

For some managers, the art of working with financials comes naturally, while for others it can appear somewhat daunting. As you progress in developing your managerial skills, you come to realise that finance is one of those important aspects of any business that needs primary attention.

Even if you are not a born number-cruncher, you will need to acquire and master the financials of the business in order to manage your own personal finances as well as the bottom-line performance of your unit. The methods and techniques covered throughout this course help you understand the key concepts involved with managing the finances of a unit.

You will learn how to draft budgets in line with operational plans assigned to your unit and prepare financial forecasts. You will also acquire the skills to oversee the finances of your unit in line with business requirements, and be well on your way towards mastering the art and science of interpreting financial statements.

Course duration

3 days

Crunch Those Numbers and Learn How To:

• Demonstrate an understanding of the key concepts of managerial finance — financial principles, tools and techniques including time value of money, risk management, cost of capital, capital budgeting and financial decision-making.
• Draft budgets according to the operational plan of the unit — detailed financial plans aligned with operational objectives, estimating income, expenses and cash flows to allocate resources efficiently.
• Describe and prepare financial forecasts — predicting future financial outcomes from historical data and market trends to forecast revenues, expenses and profits.
• Interpret financial statements — analysing balance sheets, income statements and cash flow statements to assess financial health and performance.
• Supervise the financial management of a unit against given requirements — ensuring financial activities comply with company policies, monitoring transactions, expenses and adherence to budgets.
• Explain financial analysis — evaluating financial data to assess performance, strengths and weaknesses, and communicating insights to stakeholders.
• Calculate ratios to measure profitability and resource utilisation — profit margin, return on investment (ROI) and asset turnover.
• Calculate ratios to measure viability — debt-to-equity ratio, interest coverage ratio and liquidity ratios.
• Identify growth opportunities through financial results and reporting the results of financial analysis to support strategic decisions.

Get crunching those numbers now and enrol your team on BOTI’s Finance For Non Finance Managers course.

AI for Managers: A Practical Guide

Finance is one of the first management functions where AI pays off — and “AI for managers” is exactly the skill BOTI now layers onto this course. The goal is not to turn your managers into engineers. It is to give them a repeatable, safe way to use everyday AI tools (assistants built into your spreadsheets, document tools and BI dashboards) to do their existing jobs faster and with sharper insight.

In a South African corporate context, AI for managers typically delivers value in four places:

For a non-financial manager, this is transformative. The same person who once feared a balance sheet can ask an AI assistant to explain a line item, then verify it against what they learned on the Finance For Non Finance Managers course. AI accelerates the work; the training gives managers the judgement to know when the AI is right — and when it is not.

How BOTI Builds AI for Managers Into Your Team

BOTI delivers AI for managers as a practical, hands-on extension rather than a theory lecture. Sessions are customised to your sector — exactly the flexibility past delegates valued (see testimonials below) — and can be combined with finance training in a single in-house engagement.

A typical AI-for-managers block covers:

• Foundations: what AI can and cannot do for a manager, and where it fits in your existing finance and reporting workflows.
• Hands-on tools: prompting AI assistants to summarise figures, draft budget notes, interpret statements and prepare management commentary.
• Data safety and POPIA: keeping financial and personal information secure when using AI, in line with South African data-protection expectations.
• Verification and judgement: cross-checking AI output against the financial concepts and ratios taught in the core course — never trusting a number you cannot defend.
• Embedding the habit: simple checklists so AI becomes part of monthly budgeting and reporting, not a one-off experiment.

This pairs naturally with BOTI’s dedicated AI offerings such as Unleashing the Power of AI for Everyday Work and the Artificial Intelligence short course, which sit in BOTI’s emerging AI Skills for the Workplace cluster.

AI for Managers and the South African Skills-Development Landscape

Training spend on AI for managers can support your broader skills-development objectives. BOTI training contributes to the skills-development element of your B-BBEE scorecard, where the target is 6% of the leviable amount (not “6% of payroll”). Your Skills Development Levy (SDL) is separately set at 1% of payroll. Used together, structured AI and finance training for managers is a sensible, fundable way to upskill teams while strengthening your scorecard. This is general guidance, not legal or financial advice — confirm specifics with your Skills Development Facilitator (SDF) or B-BBEE verification agency.

Combine practical finance training with AI for managers in one in-house programme. Request a quote or a 15-minute callback on 011-882-8853 and ask for our free AI-for-Managers Readiness Checklist.

Who Is This Course Suitable For?

This course is aimed at supervisors, team leaders and managers who are seeking to improve their financial management skills — and who want to add practical AI for managers to that toolkit. It suits HR and L&D buyers, business owners, and departmental or operations managers purchasing training for their staff and teams. It is a practical skills programme covering managing the finances of a unit and applying financial analysis.

Testimonials From Similar Courses

“I now have a much better understanding of interpreting financial figures and where they originate from. What went well for me was the flexibility of the facilitator and that it was customised for my sector. The best thing about this course is that it addressed all my concerns. Thank you to Ernest for being an amazing facilitator!” — Participant, Curro Klerksdorp

“I enormously benefited by comprehending bookkeeping, financial statements, budgeting and fundamentals of financial reporting. The best thing about this course was that I was given customised, personalised attention by the facilitator.” — Participant, Curro Klerksdorp

Related BOTI Courses

• Unleashing the Power of AI for Everyday Work — the pillar course in BOTI’s AI Skills for the Workplace cluster.
• Artificial Intelligence Short Course in South Africa — preparing managers for 4IR technologies.
• Budgets and Financial Reports Course — a natural companion for finance-focused managers.
• Basic Business Finance Training Course — foundational finance for teams new to the numbers.
• Strategic Planning Course – Accredited — turn financial insight into strategy.

Frequently Asked Questions

What does “AI for managers” actually mean?

AI for managers means equipping managers to use everyday AI tools — assistants in spreadsheets, documents and dashboards — to do their existing jobs faster: drafting budgets, interpreting financial statements, summarising data and preparing reports. It is practical skill-building, not technical or coding training.

Do my managers need a finance or technical background to learn AI for managers?

No. BOTI’s AI for managers content is designed for non-technical, non-financial managers. It pairs with the Finance For Non Finance Managers course so your team builds financial judgement and AI fluency at the same time.

Is the training accredited, and can it support our B-BBEE scorecard?

Finance For Non Finance Managers and the AI-for-managers content are practical, facilitator-led skills programmes; delegates receive a BOTI certificate of completion (this is not an accredited qualification). Training still contributes to the skills-development element of your B-BBEE scorecard — the target is 6% of the leviable amount, while SDL is 1% of payroll (this is general guidance; confirm specifics with your SDF). Need accredited training? Ask about BOTI’s QCTO- and SETA-accredited programmes in areas such as Generic Management and Business Administration.

How long is the course and where is it delivered?

The Finance For Non Finance Managers course runs over 3 days. The AI for managers block can be added to your in-house programme. Training is delivered off-site or in-house in all major South African city centres — Johannesburg, Cape Town, Durban and Pretoria — and remotely.

How much does it cost?

Ready to Upskill Your Managers?

Equip your team with practical finance skills and AI for managers in one customised, in-house or online programme. Request a quote or book a free 15-minute callback — we respond within 15 minutes during business hours.

• Phone: 011-882-8853
• Free lead magnet: Ask for BOTI’s AI-for-Managers Readiness Checklist when you enquire.
• Request a quote / book training