AI TRAINING
AI in the finance team's daily workflow
Train finance teams to use AI for reconciliations, reporting and analysis without breaking controls.
What it covers
A practitioner workshop for FP&A, controllers and accountants. Participants apply LLMs and Excel/Sheets copilots to month-end reconciliations, variance analysis, board-pack drafting and ad-hoc questions. We pay close attention to audit trails, segregation of duties and what should never be automated. Includes a live exercise on a sanitised P&L.
What you'll be able to do
- A faster month-end checklist
- Variance commentary drafted in minutes
- Clear list of tasks that stay manual
Topics covered
- AI-assisted reconciliations and anomaly spotting
- Variance commentary and board-pack drafting
- Excel/Sheets copilots in practice
- Audit trail and SoX-style controls
Delivery
Use sanitised data — never live ledgers — during the workshop.
What makes it work
- CFO sponsorship and a private model option
- Weekly review of time saved per close cycle
Common mistakes
- Pasting confidential numbers into a public LLM
- Auto-generating commentary nobody reads
When NOT to take this
Don't run if your team has no private/enterprise LLM option — confidentiality risk is too high.
Providers to consider
- Altitud Consulting
- M2i Formation
Sources
This training is part of a Data & AI catalog built for leaders serious about execution. Take the free diagnostic to see which trainings your team needs.