AI TRAINING
AI in the finance team's daily workflow
Train finance teams to use AI for reconciliations, reporting and analysis without breaking controls.
See if this training is the right one for your team, free diagnostic
Run the diagnostic →What it covers
A practitioner workshop for FP&A, controllers and accountants. Participants apply LLMs and Excel/Sheets copilots to month-end reconciliations, variance analysis, board-pack drafting and ad-hoc questions. We pay close attention to audit trails, segregation of duties and what should never be automated. Includes a live exercise on a sanitised P&L.
What you'll be able to do
- A faster month-end checklist
- Variance commentary drafted in minutes
- Clear list of tasks that stay manual
Topics covered
- AI-assisted reconciliations and anomaly spotting
- Variance commentary and board-pack drafting
- Excel/Sheets copilots in practice
- Audit trail and SoX-style controls
Delivery
Use sanitised data, never live ledgers, during the workshop.
What makes it work
- CFO sponsorship and a private model option
- Weekly review of time saved per close cycle
Common mistakes
- Pasting confidential numbers into a public LLM
- Auto-generating commentary nobody reads
When NOT to take this
Don't run if your team has no private/enterprise LLM option, confidentiality risk is too high.
Providers to consider
- Altitud Consulting
- M2i Formation
Sources
Other trainings at this level
This training is part of a Data & AI catalog built for leaders serious about execution. Take the free diagnostic to see which trainings your team needs.