Make sense of the numbers, explore scenarios and plan ahead.

Your path

3 courses, in the order to take them

Each one builds on the one before. Start wherever fits: the placement check in each course sets your level.

1. 1

   Start here

   Finance 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 hours

   $197

   See the courseTry lesson 1 free
2. 2

   Go further

   Finance 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 hours

   $397

   See the courseTry lesson 1 free
3. 3

   Master it

   Finance 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 hours

   $397

   See the courseTry lesson 1 free

One problem, one short course

Fix the thing in front of you

Each of these goes straight at one specific problem, so you can solve it this week.

6 lessons · about 2 h

Brief the Decision: Show Which Assumptions Actually Drive It

@brief.decision

For CFOs, controllers, FP&A teams, accountants and finance operations professionals

You'll produce a short decision brief that names the key assumptions, shows how sensitive the outcome is to each, and states what the evidence does and doesn't support.

$47intermediate

6 lessons · about 2 h

Catch Stale and Provisional Inputs Before the Management Pack Goes Out

@catch.stale.provisional.inputs

For CFOs, controllers, FP&A teams, accountants and finance operations professionals

You'll run a pre-release check that tags each input's status and date and stops provisional or stale data from being presented as final.

$47beginner to intermediate

6 lessons · about 2 h

Keep Period, Currency, Units and Method Visible in Every Figure

@keep.period.currency.units

For CFOs, controllers, FP&A teams, accountants and finance operations professionals

You'll attach period, currency, units and calculation method to every reported figure and have AI check them for consistency before anything is shared.

$47beginner to intermediate

6 lessons · about 2 h

Push a Late Correction Through Analysis, Narrative and Slides

@push.late.correction.through

For CFOs, controllers, FP&A teams, accountants and finance operations professionals

You'll trace every place a corrected figure is used and update analysis, commentary and presentation together, with a record of what changed.

$47beginner to intermediate

6 lessons · about 2 h

Reconciliation Differences Without Plugs or Invented Entries

@reconciliation.differences

For CFOs, controllers, FP&A teams, accountants and finance operations professionals

You'll investigate and document reconciliation differences with AI help, resolving them with traceable explanations or leaving them openly unresolved instead of forcing a fix.

$47intermediate to advanced

6 lessons · about 2 h

Separate Model, Assumptions and Scenarios So Driver Changes Stay Clear

@separate.model.assumptions

For CFOs, controllers, FP&A teams, accountants and finance operations professionals

You'll structure forecasts so assumptions sit in one documented place, scenarios are named versions of them, and every driver change is logged with its effect.

$47intermediate

7 lessons · about 2 h

Stop Rejected and Duplicate Files From Corrupting Your Totals

@rejected.duplicate.files

For CFOs, controllers, FP&A teams, accountants and finance operations professionals

You'll run an intake routine that logs every arriving file, quarantines rejects and blocks duplicate periods before anything reaches a total.

$47beginner to intermediate

6 lessons · about 2 h

Turn a Pile of Spreadsheets Into a Traceable Data Trail

@pile.spreadsheets.traceable

For CFOs, controllers, FP&A teams, accountants and finance operations professionals

You'll build a simple source register so every reported number can be traced back to the file, version and step that produced it.

$47beginner to intermediate

6 lessons · about 2 h

Use AI on Finance Data Without Leaking Confidential Information

@ai.finance.data.leaking

For CFOs, controllers, FP&A teams, accountants and finance operations professionals

You'll know which data can go where, and how to prepare masked or summarised inputs so you can use AI tools without exposing restricted information.

$47beginner to intermediate

6 lessons · about 2 h

Variance Commentary That Separates Evidence From Guesswork

@variance.commentary.separates

For CFOs, controllers, FP&A teams, accountants and finance operations professionals

You'll produce variance explanations where every stated cause is tied to a traced number, and anything unproven is clearly labelled as a hypothesis to check.

$47beginner to intermediate