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Buy AI Academy — $399$199/yr
The AI Finance Back Office
PractitionerNon-tech
The repetitive checks that eat the finance week, invoices, expenses, vendor contracts, done by AI at your desk, with the evidence trail that keeps auditors happy.
7 chapters ~2 hr
Earn a Certificate of Completion
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
Excel with ChatGPT for Finance
PractitionerNon-tech
The AI your team already has, working on spreadsheets two ways: drop a file into the chat and get back a clean, analyzed workbook, or open the official ChatGPT sidebar inside Excel to build and fix models in place.
7 chapters ~2 hr
Earn a Certificate of Completion
Excel with Claude Code for Finance
PractitionerNon-tech
The assistant that opens the whole folder, not just one sheet: type plain English and Claude Code reads, reconciles, and rebuilds dozens of workbooks for you. No coding background required.
7 chapters ~2.5 hr
Earn a Certificate of Completion
Excel with Copilot for Finance
PractitionerNon-tech
Copilot where finance lives: inside the workbook. Clean ERP exports, audit formulas, and build the monthly variance pack in half the time, knowing exactly which numbers to double-check.
7 chapters ~2 hr
Earn a Certificate of Completion
7 chapters
Explore the full The AI Finance Back Office path
The AI Finance Back Office: Start Here
The repetitive checks that eat the finance week, invoices, expenses, vendor contracts, done by AI at your desk, with the evidence trail that keeps auditors happy.
10 min
Invoices to Ledger, Checked
Code invoices to the right accounts, match them against purchase orders and receipts, and flag what doesn't line up, before anything posts.
20 min
Expense Reports, Audited in Minutes
Run policy checks and anomaly flags on this month's expense export, then close with a routine and a thresholds sheet you reuse every batch.
20 min
Vendor Contracts, Tracked
Pull renewal dates, notice windows, and auto-renew terms out of a contract pack, then flag two vendors quietly paying for the same thing.
20 min
The AI in Your ERP
SAP, Oracle, and NetSuite are building AI into the ledger itself, and most of it needs your admin to flip a switch first.
16 min
Month-End Checks That Run Themselves
Data-quality and cut-off checks on this month's GL export, ending with a standing checks workbook you rebuild every close.
18 min
Ready for the Auditors
What internal audit will ask about AI-touched numbers, and the evidence file that answers them, ending with an audit-evidence checklist.
15 min
Certificate
Certificate of mastery
Complete all chapters to earn your certificate
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
7 chapters
Explore the full Excel with ChatGPT for Finance path
Excel with ChatGPT for Finance: Start Here
When to drop a file into the chat, when to open the sidebar in Excel, what your plan allows, and what's safe to upload, ending with a one-page decision card.
11 min
Your First Upload: Messy Export to Clean Answer
Upload a raw system export, ask plain-English questions, and download the cleaned xlsx, ending with a starter prompt pack.
15 min
Merge Two Files Without a VLOOKUP
Upload both files, name the common column, and download one combined, deduplicated workbook.
20 min
Month-End in Half the Time
Turn actuals-vs-budget into a variance table and a first-draft commentary for the management pack.
20 min
ChatGPT Inside Excel
Install the official sidebar, build and fix a model in place, and approve every edit before it lands.
20 min
Charts and One-Pagers
Turn a data file into clear charts and a tight one-page executive summary ready for the deck.
20 min
Keep It Safe
Company-data rules, how to redact before uploading, and a fast routine for checking every AI number against source.
20 min
Certificate
Certificate of mastery
Complete all chapters to earn your certificate
7 chapters
Explore the full Excel with Claude Code for Finance path
Excel with Claude Code for Finance: Start Here
What it does that in-app assistants can't, install it, set up a working folder, and run your first plain-English command.
11 min
Your First Workbook Job
Hand it a messy xlsx, get back a clean summary, a tab of anomalies, and the audit trail, inside 20 minutes.
20 min
Reconciliations at Scale
Bank vs. ledger, AR/AP matching, and intercompany tie-outs across dozens of files, ending with a reusable reconciliation recipe.
22 min
Close the Month on Autopilot
The close checklist, journal prep, and tie-outs, assembled into a close binder while you review.
22 min
From Workbook to Board Pack
Excel to charts to a branded PDF or PPT with commentary in one command, ending with your own board-pack script.
20 min
What Data Can It See? Finance Safety Rules
What's safe to share, anonymizing sample files, and keeping the audit trail, plus the email that gets IT to approve the install.
20 min
Make It Repeatable
Save your instructions once so next month's close runs itself, your reusable finance playbook, built up chapter by chapter.
20 min
Certificate
Certificate of mastery
Complete all chapters to earn your certificate
7 chapters
Explore the full Excel with Copilot for Finance path
Excel with Copilot for Finance: Start Here
Check your Copilot license, meet the five workbook jobs this path automates, and set up the sample files used throughout.
11 min
Ask Your Workbook a Question
Open last month's report, ask Copilot in plain English, and leave with a 10-prompt starter pack for every sheet you own.
20 min
Cleaning ERP Exports
Turn a raw SAP, Oracle, or NetSuite dump into an analysis-ready table, then build a Power Query recipe that does it again next month with one click.
22 min
Formula Generation & Auditing
Read, rewrite, and verify the formulas in a model you inherited, then leave with a formula-audit checklist you can run on any workbook.
20 min
Advanced Analysis, No Code Needed
Ask for the forecast, the cohort, or the trend, and let Copilot build the mechanism, formula, pivot, or Python, while you focus on verifying the answer.
20 min
Variance Analysis & Commentary in the Grid
Turn a budget-vs-actual pivot into highlighted variances and written commentary you can edit and publish, without leaving the workbook.
20 min
Safe Numbers: What to Share, What to Double-Check
The number errors Copilot in Excel actually makes, the review habit that catches them, and a one-page data-rules sheet your CFO can sign.
20 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