AI Training

Close the books with AI doing the lifting.

1-on-1 coaching for finance leaders: the tools, the prompts and the judgment to run analysis, forecasting and month-end with AI - on your own numbers.

What it is

Coaching against Thursday's variance analysis.

Finance teams get told AI will transform the function, then sent on a generic prompt-engineering course. None of it sticks, because none of it touches the variance analysis due on Thursday or the board pack due next week.

We pair you with practitioners who have done the work, and coach against your real close, your real forecast, your real reporting cycle. You learn where AI is trustworthy, where it's confidently wrong, and what still needs a human signature. What you keep is a way of working - prompts and playbooks your team can run without you in the room.

What happens

Three things, in this order.

01

Start from your calendar

We take the recurring work you already own: the close, the forecast, board reporting, audit preparation.

02

Build it with you

Sessions are hands-on, on your own numbers, in the tools your finance stack already permits.

03

Make it repeatable

You leave with working prompts and playbooks, and a clear line around what AI isn't allowed to decide.

Get started

Tell us what your next close looks like.

Some of it AI can carry. Some of it needs your signature and always will. The first session sorts one from the other.