Your finance team is ready for AI. Your workflows aren’t.

I work with finance teams to put AI to work where it actually moves the needle: reporting, close, variance commentary, analysis. Not theory. Not someday. Running in your team’s actual job by Friday of week one.

Two ways to engage:

Finance On Autopilot: a private Finance AI Fast Track cohort customized and delivered for your team only
Corporate Training: bespoke training built for finance, not IT

Apply for Finance On Autopilot Apply for Corporate Training

This is an application, not a checkout page. If it’s a fit, we’ll talk. If it’s not, I’ll tell you.

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If your reporting still depends on copy/paste, it’s not a process. It’s a ritual.

Your team doesn’t need more effort. They need a system that refreshes, reconciles, and explains itself. That’s the gap between a finance team running AI and a finance team talking about it.

Reports rebuilt every week “because it’s faster”
Month-end means late nights and mystery variances
Data lives in 9 tabs, 3 exports, and a prayer
Smart people stuck doing dumb tasks

Finance On Autopilot

A private Finance AI Fast Track cohort, built and delivered for your team only. 4 weeks. 1 hour a day. Real AI workflows running in your team’s actual job by Friday of week one. By week four, your team owns a documented Finance AI Stack: the tools, the prompts, the workflows, ready to present to your CFO and survive the next reorg.

Best for teams that need a 4-week forcing function, not another “someday” initiative
You want measurable hours saved during the program, not after
You need finance to scale without adding headcount

Refreshable reporting

One refresh. Same outputs. No rebuilds. Your “weekly reporting day” becomes a normal day.

AI as analyst, not toy

Variance commentary, scenario modeling, and anomaly detection running in your team’s hands. Not a side project. Not a sandbox.

A documented Finance AI Stack

The deliverable: your team’s system, tools, prompts, and workflows in one document. Hand it to a new hire. Present it to your CFO. Survive the next reorg.

1) Scope

We map the team, the workflows, and the highest-value AI targets before kickoff. No guessing. No “maybe it’s the ERP.”

2) Build

16 daily sessions, 1 hour each. 4 group calls with me. Every Friday ends with something shipped in your team’s real work.

3) Graduate

Your team owns a documented Finance AI Stack and the muscle memory to keep building. The system survives without me.

“By Week 2 my team had automated the monthly reporting pack. Something we’d been doing manually for four years.”

The Friday graduation call was the first time our analysts presented their own AI workflow to leadership. Three of them got new scope out of it.

Scott Brown, Director of FP&A

“This was the first AI initiative that actually stuck, including the consultants we paid millions to”

Clear curriculum, real deliverables every Friday, and our team came out with a system they own. Not a folder of unused tutorials.

Maggie White, Finance Director

Ready to put AI to work in your finance function?

Apply now. If it’s a fit, we’ll book a quick call. If it’s not, I’ll be honest and still try to be helpful.

Apply for Finance On Autopilot

Not ready for a full cohort? Train the team.

If you already own the tools and just need your team dangerous-fast on AI, Power Query, or Power BI, a bespoke training is the move.

Corporate Training

Bespoke sessions for finance teams who want to move faster on AI, Power Query, and Power BI without breaking governance, security, or common sense. Built for finance, not IT. Every session is scoped to your team, your tools, and your highest-ROI workflows.

Virtual Webinar (60 min)

Best for: exec overview, quick wins, and “what’s actually possible now.”

Includes: live demo, playbook, and Q&A.

Workshop (2 hours)

Best for: hands-on practice and real examples your team can reuse.

Includes: exercises, templates, and guided builds.

Live Coaching (As Needed)

Best for: adoption, workflow redesign, and a plan that survives.

Includes: applied use cases and an implementation roadmap.

What your team walks away with

Not inspiration. Actual assets and muscle memory.

Templates and prompts your team can run Monday morning
A clear “what to automate first” roadmap
AI guardrails so nobody accidentally pastes the GL into a public chatbot

“Our team finally understood how to use AI without breaking governance.”

Clear, practical, and not a single buzzword. We left with templates, prompts, and a plan we could execute the same week.

Tom Kim, Controller

“Best training we’ve done in years because it was truly built for finance, and customized to exactly what we needed.”

Quick wins immediately, plus a longer-term roadmap that leadership actually bought into.

Katherine Torres, VP Finance

Want your team moving faster next month?

Apply and tell me your audience, tool stack, and goals. I’ll come back with the right format and a scoped proposal.

Apply for Corporate Training