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Finance teams

Showing 1–18 of 20 results

  • Brief the Decision: Show Which Assumptions Actually Drive It

    6 lessons · about 2 h

    Brief the Decision: Show Which Assumptions Actually Drive It

    For CFOs, controllers, FP&A teams, accountants and finance operations professionals

    You'll produce a short decision brief that names the key assumptions, shows how sensitive the outcome is to each, and states what the evidence does and doesn't support.

    $47.00
  • Catch Stale and Provisional Inputs Before the Management Pack Goes Out

    6 lessons · about 2 h

    Catch Stale and Provisional Inputs Before the Management Pack Goes Out

    For CFOs, controllers, FP&A teams, accountants and finance operations professionals

    You'll run a pre-release check that tags each input's status and date and stops provisional or stale data from being presented as final.

    $47.00
  • Finance AI Assistants: Chief of Staff, Muse, Grok Bot and Manus

    Bundle · 4 courses · 119 lessons

    Finance AI Assistants: Chief of Staff, Muse, Grok Bot and Manus

    For CFOs, controllers, FP&A teams, accountants and finance operations professionals

    Set up all four for a finance team, step by step, with the prompts for your work. 4 courses in one purchase.

    $297.00
  • Finance AI Capstone

    7 lessons · about 20 h

    Finance AI Capstone

    For CFOs, controllers, FP&A teams, accountants and finance operations professionals

    Make sense of the numbers, explore scenarios and plan ahead.

    $397.00
  • Finance AI Chief of Staff

    32 lessons · about 10 h

    Finance AI Chief of Staff

    For CFOs, controllers, FP&A teams, accountants and finance operations professionals

    Set up an AI chief of staff for a finance team: the morning brief, meetings, follow-ups, decisions and the weekly review, step by step.

    $197.00
  • Finance AI Foundations: Intro + Intensive

    Bundle · 2 courses · 16 lessons

    Finance AI Foundations: Intro + Intensive

    For CFOs, controllers, FP&A teams, accountants and finance operations professionals

    Make sense of the numbers, explore scenarios and plan ahead. 2 courses in one purchase.

    $497.00
  • Finance AI Intensive

    10 lessons · about 14 h

    Finance AI Intensive

    For CFOs, controllers, FP&A teams, accountants and finance operations professionals

    Make sense of the numbers, explore scenarios and plan ahead.

    $397.00
  • Finance AI Intro

    6 lessons · about 6 h

    Finance AI Intro

    For CFOs, controllers, FP&A teams, accountants and finance operations professionals

    Make sense of the numbers, explore scenarios and plan ahead.

    $197.00
  • Finance AI MasterCourse

    Bundle · 3 courses · 23 lessons

    Finance AI MasterCourse

    For CFOs, controllers, FP&A teams, accountants and finance operations professionals

    All ten days: Intro, Intensive and Capstone. Make sense of the numbers, explore scenarios and plan ahead. 3 courses in one purchase.

    $797.00
  • Grok Bot for Finance Teams

    27 lessons · about 9 h

    Grok Bot for Finance Teams

    For CFOs, controllers, FP&A teams, accountants and finance operations professionals

    Set up xAI’s Grok Bot, build bots for your standing work and put them on routines, with the prompts and instructions to do it.

    $97.00
  • Keep Period, Currency, Units and Method Visible in Every Figure

    6 lessons · about 2 h

    Keep Period, Currency, Units and Method Visible in Every Figure

    For CFOs, controllers, FP&A teams, accountants and finance operations professionals

    You'll attach period, currency, units and calculation method to every reported figure and have AI check them for consistency before anything is shared.

    $47.00
  • Manus for Finance Teams

    31 lessons · about 10 h

    Manus for Finance Teams

    For CFOs, controllers, FP&A teams, accountants and finance operations professionals

    Set up Manus and hand it real multi-step work for your field (research, reports, decks and sites), with the briefs and prompts to do it.

    $97.00
  • Meta Muse for Finance Teams

    29 lessons · about 9 h

    Meta Muse for Finance Teams

    For CFOs, controllers, FP&A teams, accountants and finance operations professionals

    Set up Meta’s Muse safely and put it to work on your own standing tasks, with the prompts to do it.

    $97.00
  • Push a Late Correction Through Analysis, Narrative and Slides

    6 lessons · about 2 h

    Push a Late Correction Through Analysis, Narrative and Slides

    For CFOs, controllers, FP&A teams, accountants and finance operations professionals

    You'll trace every place a corrected figure is used and update analysis, commentary and presentation together, with a record of what changed.

    $47.00
  • Reconciliation Differences Without Plugs or Invented Entries

    6 lessons · about 2 h

    Reconciliation Differences Without Plugs or Invented Entries

    For CFOs, controllers, FP&A teams, accountants and finance operations professionals

    You'll investigate and document reconciliation differences with AI help, resolving them with traceable explanations or leaving them openly unresolved instead of forcing a fix.

    $47.00
  • Separate Model, Assumptions and Scenarios So Driver Changes Stay Clear

    6 lessons · about 2 h

    Separate Model, Assumptions and Scenarios So Driver Changes Stay Clear

    For CFOs, controllers, FP&A teams, accountants and finance operations professionals

    You'll structure forecasts so assumptions sit in one documented place, scenarios are named versions of them, and every driver change is logged with its effect.

    $47.00
  • Stop Rejected and Duplicate Files From Corrupting Your Totals

    7 lessons · about 2 h

    Stop Rejected and Duplicate Files From Corrupting Your Totals

    For CFOs, controllers, FP&A teams, accountants and finance operations professionals

    You'll run an intake routine that logs every arriving file, quarantines rejects and blocks duplicate periods before anything reaches a total.

    $47.00
  • Turn a Pile of Spreadsheets Into a Traceable Data Trail

    6 lessons · about 2 h

    Turn a Pile of Spreadsheets Into a Traceable Data Trail

    For CFOs, controllers, FP&A teams, accountants and finance operations professionals

    You'll build a simple source register so every reported number can be traced back to the file, version and step that produced it.

    $47.00