Nine workshops. One new skill each week.

Each 3-hour session tackles one real finance bottleneck, from data hygiene to cash flow forecasting and pricing strategy.

Workshop 01 — Clean Data, Clear Thinking

Where everything starts — and where most AI finance projects quietly fail. Standardize your chart of accounts, clean up years of inconsistent categorization, and export data that AI tools can actually work with. Set up approval gates, audit trails, and verification habits.

Outcome: A clean, structured CSV export of your financial data and a one-page AI governance checklist for your team.

Workshop 02 — Chat-to-Chart

Upload your clean data and start asking questions in plain English. Learn a library of Prompt Recipes — specific phrases that reliably produce professional charts, growth summaries, trend analyses, and cash flow snapshots. Build a board-ready financial narrative.

Outcome: A polished one-page financial summary with charts, generated entirely through conversation.

Workshop 03 — Smart Spend

Set up a mobile-first workflow where employees submit receipts via chat and AI instantly verifies each expense against your company policy, flags non-compliant spending, and routes approvals automatically. Build a simple anomaly dashboard.

Outcome: A working expense submission flow with automated policy checks and a weekly spend anomaly alert.

Workshop 04 — Frictionless Payables

Learn how AI-driven data extraction can read incoming bills, match them to purchase orders, and flag price discrepancies or duplicate charges before you authorize payment. Turn a pile of emailed invoices into an organized, verified payment queue.

Outcome: An automated AP intake pipeline that extracts, matches, and flags bills without manual data entry.

Workshop 05 — Revenue on Autopilot

Connect your contracts to an AI-driven system that generates invoices based on triggers you define — project milestones, subscription renewals, usage thresholds — and automatically handles follow-ups with personalized reminders.

Outcome: An automated invoicing workflow with triggered follow-up sequences for overdue accounts.

Workshop 06 — The Command Center

Connect your accounting software, bank feeds, and operational data into a single interactive dashboard that updates automatically. Learn automated reconciliation rules and techniques for accelerating your month-end close from days to hours.

Outcome: A working live dashboard with drill-down capability, connected to at least two data sources, plus a month-end close checklist.

Workshop 07 — Tax & Compliance Intelligence

One of the highest-value applications of AI in finance. Set up automated sales tax calculation across jurisdictions, learn how AI can monitor regulatory changes, and explore how to identify tax credits (especially R&D) that you may be leaving on the table.

Outcome: An automated sales tax workflow and a preliminary R&D tax credit assessment for your business.

Workshop 08 — Unit Economics Auditor

Connect your marketing, sales, and financial data so AI can calculate your real-time Lifetime Value and Customer Acquisition Cost. See exactly how much profit you make on every customer, which acquisition channels actually work, and where you're burning money.

Outcome: A live unit economics dashboard showing LTV, CAC, and payback period by customer segment and channel.

Workshop 09 — Dynamic Cash Flow & Pricing

Build a dynamic model that answers the questions that keep founders and CFOs up at night: Will we make payroll? What if we lose our biggest client? Use AI to analyze competitor pricing and customer willingness-to-pay to find the optimal price point.

Outcome: A working scenario model with at least three what-if configurations, plus a preliminary pricing analysis for your core product.

AI for Finance

Beyond spreadsheets. Real intelligence.