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AI FINANCE

Talks, workshops and guidance

Book a talk, practise with us in a workshop or get help with a work process. We can help you choose.

BUILT AROUND YOUR WORK

What would suit your team or business?

Choose a starting point. We will shape the scope, tools and format together.

Organizations & finance teams

Talks and team training

An introductory talk, workshops by role or experience, internal AI champions and hands-on work on a selected process.

What can we include?
  • Practice with synthetic data
  • Tools approved by your organization
  • Review steps and a follow-up plan
Request a proposal
Firms & small teams

Practice and guidance for your firm

A pathway for accounting firms and small teams: introduction, practical exercises and building working tools together.

What can we include?
  • Documents, ledgers and reports
  • Templates, Projects and Skills where useful
  • Client confidentiality and professional review
Request a proposal
Individuals & professionals

Individual learning and courses

Private lessons and personal guidance, online or in person, plus open courses with the National Director Training Center.

What can we include?
  • Tasks from your own work
  • Better instructions and workflows
  • Focused practice and continued learning
Request a proposal

Scope is agreed individually. Training and guidance do not automatically include system development, integrations or ongoing maintenance.

TAILORED TO YOUR ORGANIZATION

We tailor each talk and workshop to your needs

We tailor every talk and workshop to your organization’s needs, people and approved tools. OpenAI, Claude, Microsoft Copilot, Gemini, supporting tools and automations, explained clearly and put into practice.

OpenAI
Claude
Microsoft Copilot
Gemini
Supporting tools · Automations · Practical workflows

We work with your company or organization’s information security team, adapting the content, exercises and working practices to its policies and permissions.

Contact

What will you make possible?

Tell us about your people, task or challenge. We’ll find the next step together.

Let’s talk