Departmental programme · Finance
Reporting. Analysis. Forecasting.
Cut manual reporting work and build AI-assisted finance workflows with validation controls your team can trust.
01 · Overview
Finance teams need speed without compromising accuracy. This programme trains your finance team to use AI with the right checks, then designs, builds and launches AI-assisted finance and reporting workflows — with validation built in from the start.
Target outcome
AI-assisted finance and reporting workflows in daily use, with validation controls built in.
This departmental programme adapts the core 90-Day AI Transformation framework to the work of this team. The curriculum is a proposed adaptation and is finalised with you during discovery. See the core framework.
02 · Is this for you?
03 · Skills
04 · Your 90 days
Five stages. Training and optional implementation consultation run side by side: Learn → Design → Build → Launch → Support.
Stage 01 · Weeks 1–3
We start by listening. Your team learns to use AI well and safely on everyday work, while discovery runs alongside to find where AI can make the biggest difference.
See Module 1: AI-Powered Finance Productivity05 · Curriculum
Each 2-day module builds on the one before. Every exercise uses your team's real work — no coding needed.
Module 1 of 4 2 days · Week 2
AI basics for everyday finance work
Everyone starts on the same page. Your finance team learns what generative AI can and can't do, and how to get reliable results on real work such as spreadsheet formulas, variance explanations and report commentary. Good habits come early: checking answers, protecting financial and commercially sensitive data and saving the best prompts as templates the whole team can reuse.
Hands-on exerciseComplete one real finance task faster with AI and compare it with how it's done today.
What learners walk away with
Day 1
Using AI well
Day 2
Documents and good habits
Module 2 of 4 2 days · Week 4
Find the problem, design the fix
Good AI tools start with the right problem. Teams map how your month-end reporting cycle really works — where time is lost, where mistakes creep in and where people wait on each other — and decide which steps suit AI, simple automation or a person. Day 2 is a guided, no-code hackathon where small teams turn the best ideas, such as a report commentary drafter or a variance explainer, into early working versions.
Hands-on exerciseHackathon: build and demo an early working version of a finance tool.
What learners walk away with
Day 1
Find and plan the fix
Day 2
Hackathon day
Module 3 of 4 2 days · Week 6
Build your AI tools together
Now the real building starts. Using no-code and low-code tools suited to your team, learners turn the chosen ideas into working AI tools for finance work. The work is shared out so everyone contributes: some set up the screens, some write the instructions and reference material, others build the approval steps and test cases.
Hands-on exerciseBuild and test a working version of your chosen finance tool on real cases.
What learners walk away with
Day 1
Build the core
Day 2
Connect and test
Module 4 of 4 2 days · Week 10
Launch them and look after them
A tool only pays off if people use it and it keeps working. Learners test their finance tools on real scenarios, decide who can access what and plan for when something breaks — then learn the routines that keep AI tools useful: tracking usage, updating reference material, training colleagues and measuring reporting time and error rates.
Hands-on exerciseRehearse the launch and write the how-to guide your colleagues will use.
What learners walk away with
Day 1
Test and get ready
Day 2
Run and improve
06 · Applications
Examples only. What your team builds is chosen together from your own shortlist of problems.
07 · How it's delivered
Four hands-on, 2-day modules — 8 training days in total. Each module builds on the one before, using your team's real work.
Optional consultation runs alongside the training to help you choose, build and launch the right solutions. Scope is agreed in your proposal.
Programme structure is indicative. Consultation scope, cohort size, support period, tools to be built and commercial terms are confirmed in your proposal. Course titles do not imply accreditation or funding eligibility.
08 · Deliverables
Tools launch once they pass final testing. If one isn't ready, you get a clear plan to finish it.
Tell us about your team and goals. We'll shape the 90-Day AI Transformation for Finance Teams around your work and confirm scope in a proposal.
Quick chat
See if it's a good fit for your business.
Pick your team
The boss, a core team and the learners.
We start
Discovery begins in Week 1.