Department training
AI for Finance & Admin
Your office pulls invoice data into a sheet, drafts month-end notes and writes payment reminders on the AI you already pay for, and checks every number before it counts.
Bookkeepers, office managers, accounts payable and receivable staff, and controllers.
AI for Finance & Admin, in three workflows
These are where both ways of training this team start. The team, or each person, builds them on your own AI, tests them on your own examples, and keeps them.
Invoice and receipt extraction
Vendor, date, amount and category pulled from invoices and receipts into a sheet you check.
Month-end notes
A first draft of variance explanations from your numbers, for your review.
Vendor and customer emails
Payment reminders and vendor questions drafted in your tone.
Together in a morning, or each person to a certificate.
Workshop · Half day (3 hours)
AI Department Workshop, Finance & Admin version
The whole team builds the three workflows above together, on your own AI, in one morning.
- Three working team workflows, built on your own AI
- A shared prompt library for the department
- An owner for each workflow and a 30-day practice plan
$2,500 for up to 15 people
Full detailsCertificate · 8 hours, weekly or two half-days
AI Productivity Certificate, Finance & Admin version
Each person builds their own: an assistant set up for their job, a tested template for every recurring task, and three workflows like the ones above, then proves them on a week of real work.
- 1Set it up right. A measured baseline and an AI assistant configured for the learner's own job.
- 2Build the library. A tested prompt template for every recurring task.
- 3Build three workflows. Three multi-step workflows running on real inputs, with a check before anything leaves.
- 4Run it, prove it. A week of live work done the new way, measured and written down.
$1,000 a seat
Full detailsWhat never goes into an AI tool
On top of your company's own rules, these are the red lines this team starts from.
Finance & Admin
- Bank account and card numbers
- Social Security and tax ID numbers
- Payroll details about named people
Plan training for Finance & Admin
Tell me about the team and I'll reply myself with dates and a plan. Taking inquiries for 2027 classes.