What you learn
A finance prompt library, forecast workflow and reviewed reporting system.
Progress from a clear financial question to a repeatable planning and reporting process. Build a prompt library, a tested forecast workflow and a coordinated agent team with traceable assumptions and review controls.
Who this level fits
Choose the full pathway to build from structured prompts to a workflow and then a coordinated agent system.
Build on the financial judgment you already have. Whether you lead a finance function, work in banking or prepare management accounts, shape your AI project around the decisions and reporting you handle. Progress from clear analysis to repeatable workflows and coordinated agents, with assumptions and review controls you can inspect.
Bring a suitable sample or sanitized project. Practice with live trainer guidance, inspect the output and refine the instructions. This is a structured shared class, with practice shaped around your experience.
The MasterClass Capstone: a factory of agent teams
The full AI MasterClass pathway
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2-Day AI Intro
Use sample actuals, budgets or banking operations reports to prepare a financial brief relevant to your responsibilities. Draft variance commentary with the period, units and assumptions clearly stated, and point reviewers back to the numbers.
In class: Learn to prompt for variance commentary, check the numbers and explain a scenario with clear assumptions.
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5-Day AI Intensive
Connect data intake, reconciliation checks, budget-to-actual analysis and management reporting around a finance or banking operations process you want to improve. Build a forecast or reporting workflow with documented assumptions, scenario comparisons and exceptions routed for review.
In class: A tested planning workflow, scenario comparison and reconciliation checklist.
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3-Day AI Capstone · AI MasterClass only
Coordinate data preparation, forecasting, analysis and review agents around a management reporting pack. Define handoffs, reconcile conflicting findings and require a finance owner's approval before results are shared.
In class: A coordinated finance agent team, reporting pack and review controls.
Amounts actually paid for eligible Intro and/or Intensive purchases can be credited once toward one MasterClass within twelve months of each purchase, subject to staff review and the published refund, transfer and credit policy. Capstone cannot be bought separately.
Included and separate
Every level covers Claude, OpenAI, Gemini and Open Source, plus your focus-specific examples. Live trainer guidance, weekly office hours and the learning community are included. Attend live; sessions are not recorded. Software licenses and usage credits are separate. Maintenance and support subscriptions are optional, separately scoped services.
Finance AI
From financial questions to a clearer view.
Explore both platforms at every level, alongside Claude, OpenAI, Gemini and Open Source. The tools fit your work; the exercises build on your experience.
- Microsoft 365 Copilot
- Work inside Excel to investigate variances, explain formulas and prepare a finance narrative grounded in the workbook you can inspect. AI across Microsoft 365
Copilot Business: $25.20/user/month on monthly billing.
- Julius AI
- Analyze financial tables across files, explore scenarios and build charts in a conversational workspace. Reconcile results to the underlying numbers. Multi-model analysis workspace
Free plan available; Plus $20/month or $16/month billed annually.
Write finance-specific prompts for Microsoft 365 Copilot and Julius AI. Examine a sample P&L and budget-versus-actuals table, explain a variance and reconcile each calculation to its source.
Build a repeatable reporting workflow around Microsoft 365 Copilot and Julius AI examples: prepare data, investigate drivers, test a cash-flow scenario and produce a reviewable management commentary.
Coordinate preparation, analysis and review agents using Microsoft 365 Copilot and Julius AI examples. Test period consistency, reconciliation checks and escalation of unexplained variances before finance approval.
Guided specialist examples are included at every level. Hands-on access depends on your plan and organization’s permissions; software licenses and usage credits are separate from course tuition. Use approved materials and supported exports or connections. Agent exercises do not imply that every specialist tool has an external-agent integration.
Vendor prices are USD examples checked September 27, 2026. Billing commitments, taxes, promotions, usage limits and eligibility can change. Open the vendor’s public pricing page for current terms.