AI for finance teams
AI training and automation for finance teams.
Teach your finance team to use AI on real work without changing a single number, then automate the reports that repeat every month.
What your team will do with AI
The monthly work, faster. The numbers, untouched.
These are the jobs finance teams bring to our sessions, and the ones we automate afterwards.
Variance commentary
A first draft of the monthly narrative from a locked Actual vs Budget table. No number changed, every inference labelled.
MIS reporting
Keeping the scripts behind the monthly MIS running, and explaining any formula in plain language.
Board decks
Debtor files turned into board decks.
Summaries
A raw finance table into a formatted summary sheet a non-finance reader can follow.
Checking
AI as a second reader: what doesn't add up, what's missing, what a board member will ask.
The Hand-Off Grid, for finance
What to hand to AI, and what never to.
Every task is sorted by two questions: how much is at stake, and how easily can you check the output? This is the first thing we teach.
Hand it over
Explain a formula
Low stakes, easy to check
Draft & verify
Variance commentary
High stakes, easy to check
Ideas only
Cost-saving ideas
Low stakes, hard to check
AI critiques, you author
Board numbers
High stakes, hard to check
A brief that works
Brief it like a colleague.
Goal, material, what good looks like, format. The difference between a confident wrong answer and a draft you can sign.
Example from the finance session
Goal: variance narrative for the monthly review.
Material: Actual vs Budget table.
Good: do not change or invent any number; label any inference; written for a non-finance reader.
Format: 5 bullets + 2 risks.
How it works
Train the team. Give it a private platform. Automate what repeats.
Training
A finance-specific session on your team's own recurring work: commentary, MIS, board packs. Measured before and after.
About training →Platform
A private AI workspace where unreleased financials can go, because they never leave your control.
About the platform →Automation
Our engineers build the monthly report that repeats, on your data, and hand it over.
About Digital Transformation →Finance on a private AI platform.
The group's finance team keeps the Python behind the monthly MIS running, and turns debtor files into board decks.
Rules we teach finance
- No unreleased financials in any tool your company doesn't control
- Numbers are locked. AI never changes or invents a value
- Reconcile to the system. That step stays human
- Verify urgent payment requests on a second channel. Deepfaked CFO calls are real
Questions
What finance leaders ask.
What does AI training for finance teams cover?
How to hand finance work to AI safely: explaining formulas, drafting variance commentary from a locked table, turning finance tables into summaries and board decks, and checking every number before it goes anywhere. Each person leaves with a working assistant for their own recurring task and a measured before-and-after score.
Is it safe to put our financial data into AI?
Not into a personal chatbot. Unreleased financials should only go into a tool your company controls. Our private AI platform runs on your cloud, or on ours with data stored in India, and is never used to train anyone's model.
Can AI write our variance commentary?
It can draft it, with the numbers locked: the AI is told not to change or invent any value and to label every inference. A finance person still reconciles it to the system and signs it. Board numbers themselves stay human-authored.
Which tools do you train on?
Any tool your company already uses: ChatGPT, Claude, Gemini or Copilot. The method works the same on all of them, and on our private platform.
Start with your month-end.
Bring one recurring finance report. We'll show you what to hand to AI, what to automate, and what stays with your team.
Book a 30-minute call