Corporate AI program
AI Training for Finance & Accounting Teams
For: FP&A, controllership, accounts payable/receivable, tax, audit and CFO office.
In short
AI Training for Finance Teams shows finance professionals how to use AI for analysis, reporting, reconciliations and document processing — in Excel, Copilot and AI assistants — with a strong emphasis on accuracy, audit trails and controls.
What your team will be able to do
- Faster variance analysis and management commentary
- AI in Excel: formulas, models and data cleaning
- Automated invoice, contract and statement extraction
- Forecasting support and scenario analysis
- Controls to verify AI-produced numbers
Capstone
Automate one month-end or reporting task end-to-end with review controls.
Tools & stack
Curriculum
Program modules
A typical outline — every program is tailored to your team's roles, tools, data policies and use cases after a scoping call.
- 01
AI in Excel & analysis
- Copilot in Excel and AI data analysis
- Formula and model building
- Checking AI numbers
- 02
Reporting
- Management commentary drafts
- Board pack summaries
- KPI narratives
- 03
Document automation
- Invoice and statement extraction
- Reconciliation support
- Policy and contract Q&A
- 04
Controls
- Audit trails and review steps
- Data confidentiality
- Where AI must not decide
FAQs
AI for Finance: frequently asked questions
Still have questions? Talk to our team — we reply within one working day.
Is it safe to use AI with financial data?
With enterprise-grade tools, correct data classification and review controls, yes. We train on your approved tools and teach which data can be used where.
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Next step
Bring AI for Finance to your team.
Tell us who you want to upskill and what outcome you need. You'll get a tailored proposal — curriculum, format, trainers and pricing — within 48 hours.