Become an AI-First Finance Professional or Risk Becoming Outdated
A fully online, part-time program built for finance professionals to use AI across the work that matters most, from variance analysis and month-end close to reconciliation and forecasting, with practical workflows designed to make your work faster, smarter, and more reliable.
4 weeks
Program Duration
Premium Subscription Tools
Included To Try
1-on-1
Personal Consulting
Tools you'll Master
AI is defining a new era of close week
Variance commentary gets written from scratch every close, every time
→Board-ready variance commentary drafted in minutes, calibrated to your format
Dashboards are built once and never quite kept up to date
→A P&L, cash flow, and budget-vs-actual dashboard that's actually current
Bank reconciliation eats a full day nobody has spare
→A real reconciliation workflow with AI-assisted categorization
Journal entries and accruals get drafted the same manual way
→Recurring journal entries and accruals drafted, then signed off by a human
Anomalies get caught by whoever happens to notice, or they don't
→Anomalies flagged for review before they land in a report, verified before they matter
Audit prep starts as a scramble to find everything at once
→PBC lists and first-pass audit responses organized as you go, not the week before
This is how we can help you.
4 weeks. And you become unbeatable at the close.
AI Fluency for Finance
- How AI Actually Thinks in finance — deterministic math vs. probabilistic commentary
- The Finance AI Toolkit: Claude, Power BI, Wave, Perplexity, NotebookLM
- Data Privacy in Finance: what never goes into a chatbot, and sanitizing data before you do
What You'll Build
Your personal Finance AI operating system, with a ready-to-use toolkit, data-sanitization workflow, and verification checklist for working safely with AI.
You'll Be Able To
Use AI confidently in finance while knowing exactly what it can draft, what it can analyze, and what must always be verified before it reaches a report or decision.
Premium Tools, Included.
Some need a premium plan to unlock everything — we cover that for you for the length of the program, no extra sign-ups or subscriptions.
Claude
Claude Code
ChatGPT
Gemini
Power BI
Wave Accounting
Perplexity
NotebookLM
Zapier
Your investment in close week.
Basic
$560$700one-time
Seasonal offer — 20% offor 2 payments of $380 | 2 weeks apartEnroll in Basic🛡️ No obligation — enrolling books a call with a Program Advisor first. Nothing is charged until then.
Includes
- Full 4-week curriculum
- Self-paced
- Full tool stack included
- Lifetime access to course content
- Capstone project rubric marking
- Community channel for questions & accountability
Premium
$1440$1,800one-time
Seasonal offer — 20% offor $500/week for 4 weeksEnroll in Premium🛡️ No obligation — enrolling books a call with a Program Advisor first. Nothing is charged until then.
Full refund if you complete week 1 and don't feel it's worth continuing Conditions apply.
Everything in Basic, plus
- Everything in Basic
- Live guided weekly sessions
- Personal 1-to-1 consulting from industry professionals
- Direct feedback on your work from a mentor
- Enhanced support (priority response, dedicated channel)
- Perks (completion certificate, alumni network, discount on future courses)
Wanna train your entire finance team on this program? Contact us — we've got pricing built for exactly that.
Book a Call for Team Pricing →Still thinking it over?
Accountants, controllers, and FP&A teams. If that's roughly you, you're in the right place.
No. The program is built for a beginner to intermediate level — it starts from how these tools actually work, not from assumed experience.
None. Every tool mentioned — Claude, Claude Code, ChatGPT, Gemini, Power BI, Wave Accounting, Perplexity, NotebookLM, Zapier — is included for the duration of the program, so there's nothing to buy or set up beforehand.
Basic gets you the full self-paced curriculum, materials, and the complete tool stack, so you can start building right away. Premium adds live-guided weekly sessions, 1-on-1 consulting from industry professionals, and direct mentor feedback on your capstone project — real human support, not just content.
Yes. Enrolling opens a conversation first — nothing is charged until we've confirmed the program is the right fit for your work.
Yes — book a call for team pricing and we'll schedule a private cohort around your team's calendar instead of the standard schedule.
Program Enrollment
Book a call to get started.
AI for Finance Professionals — we'll confirm the program is the right fit, walk you through what's included, and get you enrolled.
- âś“No commitment on the call
- âś“We'll confirm it's the right fit before anything else
- âś“Group enrollments available for teams of 5+
- âś“Programs run on your schedule, not ours