AI for Finance Teams
Faster reporting. Smarter forecasting. Audit-ready AI.
“AI in finance isn't just a productivity tool. It's a risk — and a massive opportunity. The difference is whether your team knows what they're doing.”
At a glance
- Duration
- 12 hours
- Cohort size
- 15–20
- Format
- In-person / Virtual
For
CFOs · Finance Managers · FP&A Analysts · Controllers · Accountants
What your team will be able to do
6 modules · 12 hours
Hands-on from the first hour. Every module includes labs with real tools and real scenarios.
AI Foundations + Data Safety
- Why hallucination is uniquely dangerous in finance
- Enterprise vs. consumer AI as compliance
- Classifying financial data by AI safety
AI for Reporting & Narrative
- Variance analysis & management commentary
- Board pack executive summaries
- The mandatory human review layer
AI in Excel & Financial Modelling
- Copilot in Excel deep-dive
- Formulas from plain English
- Auditing AI-generated models
FP&A, Forecasting & AP/AR
- Driver-based forecasting
- When NOT to trust AI forecasts
- Invoice & reconciliation automation
AI Risk, Compliance & Governance
- SOX and AI
- Regulatory reporting (SEBI/RBI/SEC/DFSA)
- Finance AI usage policy
Capstone: Month-End Close Simulation
- Reconcile → analyze → board pack
- Identify compliance risks
- CFO commentary generation
The only program that teaches finance teams how to govern AI, not just use it — covering SOX, audit trails, and CFO-level risk frameworks.
Learning outcomes
- Generate financial narratives and board packs at 3x speed
- Build and audit AI-assisted models with confidence
- Apply AI across AP/AR, reconciliation, and forecasting safely
- Understand compliance and audit implications of AI
- Build and enforce a Finance AI Governance Policy
- Critically evaluate AI vendor claims as a finance leader
Materials included
Training
12-hour instructor-led program, hands-on labs, workbook, prompt library
30-Day Support
Dedicated channel for Q&A, prompt reviews, and follow-up coaching
AI Agent Build
One custom agent for the team's highest-value use case, within 30 days
Certification
Practitioner AI Certified credential for all completing participants
Every engagement, end to end
Tell us your team size and region and we'll send a tailored quote within 5 business days.
Per cohort of 15–20 participants. Available as a package or à la carte. Pricing varies by region and scope.
Give your business the AI edge — trained, or built for you.
Book a 30-minute discovery call. We'll assess your needs, recommend the right program or solution, and send a proposal within 5 business days.