Services / Department AI Training / Finance and Accounting

AI Training for Finance and Accounting

AI for close, reconciliation, and reporting, with the controls and audit trails your auditors will ask about.

$150 per hour. $125 per hour when two or more departments train together.

What your team learns

  • Reconciliations and variance explanations
  • Invoice and expense processing
  • Drafting financial commentary
  • Checking AI work against source data

Rules and risks we cover

  • Internal controls over AI-assisted reporting, including SOX where it applies
  • Recording AI use in the audit trail
  • Keeping financial data in approved tools

What’s included

  • A half-day workshop, on-site or virtual, built around your department’s real tasks
  • A department AI use guide: approved uses, data rules, and review steps
  • A playbook of prompts and workflows your team can use the next day
  • A follow-up session 30 days later to answer questions and adjust the playbook

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