Academy
1 new paths
Buy AI Academy$399$199/yr
Buy AI Academy — $399$199/yr
Finance at AI Speed
PractitionerNon-tech
AI-assisted finance workflows — spreadsheet analysis, budgeting & forecasting, document extraction, management commentary, investor materials, and Copilot for finance
8 chapters ~2.5 hr
Earn a Certificate of Completion
8 chapters
Explore the full Finance at AI Speed path
AI for Finance: Start Here
The 12-minute orientation to the AI for Finance stack — 5 finance moments, 8 courses, and where to start
15 min
AI in Financial Spreadsheets
Master AI-powered workflows for NPV, IRR, and audit-trail spreadsheet analysis
20 min
Budgeting and Forecasting with AI
Master driver-based modeling, scenario planning, and high-stakes forecasting with AI
18 min
Document Extraction at Scale
Automate invoice, receipt, and bank statement processing with AI — from pilot to production
18 min
Management Commentary with AI
Transform variance data into strategic narrative — AI-assisted storytelling for CFOs
17 min
Investor Materials and Board Packs
AI-assisted investor updates, board decks, and earnings prep — CFO owns the message
17 min
Coding-Lite for Finance
Build finance mini-projects with Claude Code — variance commentary generator, invoice batch extractor, board pack assembler
19 min
Scenario Modeling with AI in Microsoft Excel
Build multi-case financial models that make uncertainty visible, stress-test assumptions with AI, and translate scenarios into board-ready decisions
25 min
Certificate
Certificate of mastery
Complete all chapters to earn your certificate
Finance Operations with Cowork
PractitionerNon-tech
Run month-end close, invoice reconciliation, variance analysis, and audit-ready workpapers through Claude Cowork — built around Anthropic's official Finance plugin and the multi-entity workflows controllers actually live in
5 chapters ~1.5 hr
Earn a Certificate of Completion
5 chapters
Explore the full Finance Operations with Cowork path
Finance with Cowork: Start Here
An orientation across the close-cycle ladder — how Cowork holds the calendar, runs the parallel ledger reviews, and gates every GL touch with a human checkpoint.
12 min
Invoice Reconciliation
The canonical Cowork-for-finance workflow — invoice data across entities and currencies becomes a JE upload sheet a controller can sign off in five minutes.
22 min
Reconciliations Week
The close-cycle week where bank, GL-to-subledger, and intercompany recs all hit at once — and Cowork holds the workpaper trail your auditor will eventually ask to see.
20 min
Variance & FP&A Reporting
The Tuesday-morning variance pack reframed as a Live Artifact that refreshes on open — five-bar waterfall, sourced commentary, no invented narrative.
22 min
Close Orchestration
The capstone — one Cowork Project stitches all four close workstreams into a five-workday calendar with parallel ledger reviews and a named human gate before every GL touch.
24 min
Certificate
Certificate of mastery
Complete all chapters to earn your certificate