For finance professionals and anyone curious about AI. Bring a question from work and explore new ways to approach it.
With Tal, Roei and the community
Questions you can bring to the community:
Bring a question. Share an idea. Keep learning together.
Join us on WhatsAppThe conversation continues in our WhatsApp community.Selected posts by Tal and Roei, chosen for practical value and public discussion. The originals are in Hebrew.
Tal WallensteinTal explores horizontal analysis, variances and prompts that turn figures into useful management questions.
Read on LinkedInRoei WallensteinRoei explores Claude across spreadsheets and presentations, with a guide and practice materials in the original post.
Read on LinkedInOriginal excerpts from our talks and workshops, with the sound from the room. Audio is in Hebrew. Press play to watch and listen.
Tal points out dashboard exceptions and connects them to collections. An excerpt from a talk.
All of my clients. If you look here, there are two exceptions. That means two have not paid me yet. In terms of collections, I have not received their payment.
You are not left alone with the tool. Roei and Tal guide the practice and help when something does not work.
For some, it will work a little differently. No need to worry. Tal and I are here to help and come around if something is not working.
Courses with the National Director Training Center. Explore the syllabus and current enrollment details on the course website.
The community is for accountants, controllers, payroll professionals, bookkeepers, FP&A professionals, analysts, finance managers and people working in budgeting, audit and controls. It is for anyone who wants to understand how AI can fit into financial and accounting work in a practical, professional way.
Our services are for finance departments, accounting firms, leadership teams, and accounting and payroll professionals, including FP&A, controllership, audit and bookkeeping teams. They suit both beginners and organizations or firms already using tools and seeking to expand their use.
A lecture suits leadership teams and teams wanting to understand opportunities, risks and possible uses. A workshop suits teams wanting to practice with tools on finance, accounting and payroll tasks. Process mapping suits an organization or firm seeking practical uses and a foundation for a pilot that can be tested, measured and expanded. In a short introductory conversation, we will identify what fits your needs together.
Alongside AI capabilities, we cover limitations, risks and the need for professional oversight. Activities address information that should not be uploaded to public tools, reviewing outputs and situations where professional judgment remains essential.
