AI for
Finance & Accounting
Build controlled AI workflows for close, reporting, reconciliations, forecasting and financial analysis.
Four sessions. One complete finance workflow system.
Four sessions. One complete finance workflow system.
A New Way of Working
Most finance professionals have tried AI for a draft, a summary or a formula check. It occasionally helps. But a collection of shortcuts is not the same as a system.
Over the last year, the most effective finance teams have started building something more useful: a workflow layer that prepares the close pack, checks reconciliations, drafts variance commentary, reviews models and assembles reporting materials before the finance team begins final review.
The important shift is not that AI replaces finance judgement. It does not. The shift is that finance professionals can now delegate the manual assembly around the work, while keeping control of the numbers, assumptions and final decisions.
Until recently, building something like this required technical support. That has changed. You describe the outcome you need. The system prepares the work for review.
This programme gives you four sessions to build that system around your actual finance workflows, reporting calendar, Excel files, PowerPoint packs and review standards.
Most finance professionals have tried AI for a draft, a summary or a formula check. It occasionally helps. But a collection of shortcuts is not the same as a system.
This programme gives you four sessions to build a controlled finance workflow system around your actual reporting calendar, files and review standards.
What You'll Build
Four sessions. One complete finance workflow system.
Your Finance AI Workspace and Close Pack Foundation
Stand up a finance AI workspace and have it prepare your close pack, flag missing inputs and draft first-pass commentary.
Turn recurring close and reporting materials into a prepared review pack, without starting from blank files every month.
Your Reconciliation and Exception Review System
Build a reusable reconciliation and exception review workflow that surfaces issues and organises evidence before sign-off.
Use AI to prepare reconciliation support, surface exceptions and organise evidence, while keeping finance review and sign-off with you.
Your Forecasting, Modelling and Variance Commentary System
Build and self-check a forecast or variance model, then carry the same context into your management commentary.
Build, check and explain a forecast or variance model, then carry the same context into a management reporting pack.
Your Management Reporting and Finance Operating System
Stand up a repeatable finance operating system covering close, reconciliations, models, commentary and management reporting.
Start the next reporting cycle with a finance AI system already configured around your files, standards and review process.
Three Pillars
Built Around Your Finance Work
Every exercise uses the files finance professionals already work with: Excel models, ERP exports, management reports, reconciliations, PowerPoint packs and audit support. You leave with a working system, not notes.
Small Cohorts, Direct Access
Sessions are capped at 15 professionals. You get direct access to the instructor, real-time feedback on your specific workflows and a peer group working through the same shift in their organisations.
The Method, Not Just the Tools
The tools will keep improving. The methods you learn here transfer between platforms: persistent context, read-only workflows, exception review, build-assess-fix modelling and report-review-approve cycles. Skills that don't expire when the tooling does.
Built for Finance, Accounting and FP&A Professionals
Finance & Accounting Professionals
You work through close, reconciliations, audit support, management accounts and reporting packs. Build the AI system that prepares the work so your time goes to review, control and judgement.
FP&A & Finance Managers
You turn numbers into forecasts, commentary and leadership reports. Build workflows that update models, explain variances and produce cleaner first drafts of management packs.
Controllers, Advisors & Business Partners
You are responsible for accuracy, confidence and decision support. Build a controlled AI workflow that surfaces exceptions, organises evidence and improves the quality of finance review.
Two Formats, Same Curriculum
Online · Four Sessions
The same four-session curriculum delivered live online. Same instructor, same hands-on approach. Maximum 15 participants.
In Person · Four Sessions
4 sessions at our Dubai Internet City training centre. Direct instructor access, hands-on building. Maximum 15 participants.
Your Questions, Answered
Still Have Questions?
Send us a message and an Enrolment Advisor will be happy to help.
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