The brief
Finance teams kept hearing that AI would change their work, but nobody had shown them how on their own spreadsheets. The course had to work with the software they already have. Nothing to install.
How it runs
Four days, about three and a half to four hours a day. Each day opens with thirty minutes to settle in, then two one-hour blocks of short concepts with a live walkthrough, then a one-hour lab where everyone builds the thing themselves.
One fictional company runs through all four days, so every exercise builds on the last. We look at each problem, fix it by hand, then fix it again with AI. People see exactly what the tool saves them.
What people leave with
- Prompting skills for everyday finance work
- A way to clean messy data with AI
- A receipt-to-budget tracker they built themselves
- A working picture of AI agents, shown as a multi-agent finance team running live on the last day
Every agent session covers when to ask permission, what data to keep out, and where a person must stay in the loop.
