Finance Teams
AI training built
for Finance teams.
Reporting, forecasting, reconciliation, and analysis. Sessions built around what your team does every month, not generic AI overviews.
Book a SessionWhat's included
Every engagement
comes with the same foundations.
Skill files your team uses immediately
Every session ends with a structured skill file. Your team opens it in Claude and runs the workflow they just practised on your actual reports and data.
Live setup and hands-on practice
Participants build their own AI-powered workflows during the session. They leave with tools that work on their real data, not toy examples.
Ongoing support between sessions
A dedicated Slack channel keeps your team unblocked between sessions. Edge cases covered, formulas refined, prompts reviewed.
Who it's for
Built for finance teams
drowning in manual reporting.
Teams of 2 to 50 finance professionals. Finance functions running on manual reporting, spreadsheet commentary, and too many hours at month-end. If your team is spending days on work that should take hours, this is built for you.
The only tool your team needs is Claude Pro. No automation platforms, no integrations, no IT involvement required.
Coverage
Every corner
of the finance function.
Reporting and Month-End
- Monthly close report drafting
- Board pack and stakeholder reporting
- Variance analysis and commentary
- Investor update writing
- Annual report narrative sections
Forecasting and Planning
- Budget narrative and assumption documentation
- Scenario planning support
- Reforecast commentary writing
- Cash flow summary preparation
Reconciliation and Controls
- Expense report processing and flagging
- Payroll discrepancy analysis
- Audit trail documentation
- Month-end close checklist management
Analysis and Communication
- Financial data summarisation
- Communicating finance to non-finance stakeholders
- Trend analysis from historical data
- Department-level performance commentary