Finance AI Lab

Finance AI Lab — One new AI skill. Every two weeks. 15 minutes a day.

Everything inside is built around one outcome: a new AI skill applied to your real finance workflow every two weeks. Here’s what you get when you join.

🗓️ AI Skill Roadmaps The centerpiece. A new roadmap drops every two weeks — ten working days, fifteen minutes each. Day one orients you. Days two through five, you learn. Days six through nine, you build it into your actual workflow. Day ten, you share your win. The full back-catalog is always available so you can work through previous roadmaps at your own pace. One new skill. Every two weeks. Applied to real work.

🔧 Plug & Play Workflows Pre-built AI workflows you can deploy immediately. No setup, no coding, no starting from blank. Download, customize for your environment, and run it the same day.

📚 Resource Library Prompt libraries, templates, and reference guides organized by role and use case. Built for finance — not generic AI content repurposed for a finance audience.

🙋 Ask & Fix Submit a real AI challenge from your actual job. Get a real, specific answer — not a generic walkthrough. Async, fast, no calls required. This is the thing members use more than anything else once they’re inside.

🎓 On-Demand Workshops Deep dives on high-value AI topics, recorded and searchable. Watch when it fits your schedule. Rewatch when you need a refresher.

👥 Private Peer Community Finance pros posting Day 10 wins, sharing tools, and solving real problems together. The community is where the compounding happens — you pick up as much from what others are building as from the roadmaps themselves.

Total value: $17,500+/year. Member price: $590/year — or $59/month.

1. What is Finance AI Lab? Finance AI Lab is a membership for finance professionals who want to build real AI skills without the overwhelm. Every two weeks, a new AI Skill Roadmap drops — ten working days, fifteen minutes a day. You learn the skill, build it into your actual workflow, and move on. One new skill every two weeks, stacked over time.

2. Who is this for? Finance professionals who are good at their jobs and want to stay that way. Controllers, finance managers, FP&A analysts, senior accountants — anyone who knows AI is changing how finance work gets done and wants a structured way to stay ahead of it. You don’t need to be chasing every new tool. You need a system for building skills that actually apply to your work.

3. Do I need to be technical? No. Every roadmap is built for tools that are already approved in most finance environments — Excel, PowerPoint, Outlook, and widely available AI assistants. No coding, no IT approvals, no $50,000 tech stack. If you can navigate a spreadsheet, you’re ready.

4. How is this different from a course? A course is something you buy, start, and eventually stop finishing. Finance AI Lab is a practice. A new roadmap every two weeks keeps you moving. The community keeps you accountable. The Ask & Fix feature means when you hit a real problem in your actual job, you get a real answer — not a forum post from 2019.

5. What do I get inside? The membership includes AI Skill Roadmaps (new one every two weeks, full back-catalog always available), plug-and-play workflows you can deploy immediately, a resource library of prompts and templates organized by role and use case, Ask & Fix for submitting real challenges from your job, on-demand workshops, and a private community of finance pros posting wins and solving problems together.

6. How much time does this take? Fifteen minutes a day, on working days only. That’s the design — not a suggestion, not an approximation. Each roadmap is built around that constraint. If you have time for a coffee, you have time for Finance AI Lab.

7. Is there a guarantee? Yes. Complete one roadmap, post one win in the community. If you did the work and didn’t get value, I’ll refund you in full. The guarantee has a condition because the people who show up get results — and I want to protect that standard for everyone inside.

8. Can my company pay for this? Most companies reimburse Finance AI Lab as professional development. Reply to any email after you join and I’ll send you a template you can forward to your manager. The annual plan is $590 — most L&D budgets approve it without a second look.

9. What if I already use AI tools at work? Good. The roadmaps aren’t about introducing you to AI — they’re about building structured, repeatable skills with it. Most members who are already using AI tell me the biggest shift is going from experimenting to knowing exactly what to do with a specific workflow.

10. What if I’ve never used AI for finance work before? Day one of your first roadmap tells you exactly where to start. You don’t choose — the structure does that for you. By day ten you’ll have one applied skill and a clearer picture of what’s actually useful versus what’s just noise.

11. What kind of results can I expect? Specific ones. Each roadmap comes with a time-saving claim — for example, the AI Reporting Roadmap is built to save 3.5 hours a week on reporting. Members have cut days off their close process, reduced commentary writing from hours to minutes, and built workflows that run without them. The results depend on the work you put in, but the roadmaps are built around measurable outcomes, not vague skill-building.

12. What makes this different from other memberships? It’s built by someone who has actually run finance teams, not someone who learned finance to sell a course about it. Every roadmap, template, and workflow comes from real situations — month-end close, variance commentary, management reporting, data cleanup. And the structure means you finish things. Most finance professionals have a graveyard of courses they bought and never completed. Finance AI Lab is designed around the fifteen minutes you actually have, not the Saturday afternoon you don’t.