Your team spends one day working with its own figures and processes. By the end of the day, your team will have working AI workflows for recurring monthly tasks.
Controllers, business controllers, FP&A and the finance manager. No coding skills needed. What you do need: a real monthly task you want to get rid of.
Examples from close, forecast and reporting. Where it is reliable, where it fails, and how you can tell.
Your own GL or sub-ledger data. We build a check that finds exceptions and explains them.
From variance table to draft commentary the controller edits instead of writes.
What may and may not go into a model, how to build in a review step, and how to record what AI did.
Everyone picks a monthly task of their own and builds it out. We close with agreements on embedding and a next step.
Two weeks before the workshop we hold a thirty-minute intake. We pick the processes, agree which data may be used and which AI tools fit your policy: Copilot, Claude or a closed environment.