Bundle · 3 courses · 23 lessons · about 40 hours
Finance AI MasterCourse
For CFOs, controllers, FP&A teams, accountants and finance operations professionals
All ten days: Intro, Intensive and Capstone. Make sense of the numbers, explore scenarios and plan ahead.
$194 less than buying them separately ($991)
What’s included
Every course, in the order to take them
- 1Finance AI Intro
Frame the question, check every figure the AI writes about, and explain a scenario where each driver is a stated assumption. Six self-paced lessons on sample tables, with an AI tutor.
- Frame a financial question with the reporting period, currency, units and calculation method stated up front.
- Calculate a budget variance from a sample profit-and-loss statement and budget, and show the working so a reviewer can follow it.
- Prompt an AI tool for variance commentary, then check each claim in its output against the numbers before the note is used.
6 lessons · about 6 h
$197 on its own - 2Finance AI Intensive
Set up data, reconciliation, variance, forecast and Reporting Watch agents that work from accepted figures, route exceptions to a finance reviewer and can be paused or retired.
- Define a data intake agent that turns successive sample batches into one consistent, traceable dataset instead of an unexplained collection of spreadsheets.
- Build a reconciliation agent that checks each accepted data version, records differences with their evidence, and routes them to a reviewer without making unexplained adjustments.
- Create a variance review agent that refreshes commentary when reconciled results change, and requires evidence before a possible cause is written as management commentary.
10 lessons · about 14 h
$397 on its own - 3Finance AI Capstone
Coordinate three proactive AI agent teams through one shared record. Carry a late correction through analysis, narrative and slides, and give finance a pack to check, then release or return.
- Assign responsibilities, named owners and an acceptable deliverable to each of three proactive AI agent teams: Data and Control, Planning and Analysis, and Management Reporting.
- Define handoff contracts in a shared record that carry the accepted dataset version, period, entity, currency, units, control status, assumption version and open exceptions, and reject any handoff that arrives incomplete.
- Set up OpenAI Dots or Claude Duet to follow the approved record across team handoffs and return reconciliations, variance explanations and unresolved differences. Measured variances stay separate from explanations that are not yet evidenced.
7 lessons · about 20 h
$397 on its own
How every course is taught
Every course, one-on-one
- Starts at your levelA short placement check sets where you begin, so nothing is too basic or too far ahead.
- A tutor in every lessonAsk anything, typed or out loud, and get answers about your own work, at any hour.
- Practice that sticksQuizzes after each step and flashcards that come back just before you’d forget.
- A certificate when you finishPass the final check and you get a certificate, and you’re ready for the next course up.
Questions
Good to know
Do I get every course at once?
Yes. Buying the bundle enrolls you in all 3 courses straight away, and they’re yours for good.
Where do I start?
With Finance AI Intro. Each course builds on the one before, and each has a placement check that sets your level.
Can I buy just one of them?
Yes, each is sold on its own too. Bought one by one, they come to $991; the bundle is $194 less.
How long does it take?
23 lessons in all, about 40 hours, at your own pace. You can set a finish date or a few minutes a day, and the course keeps you on track.
What if it isn’t right for me?
Full refund if you ask before you open your first lesson. Once you’ve started, purchases aren’t refundable, except where the law gives you that right.