AI for finance teams: reporting, budget vs actual and scenarios faster — with no unchecked numbers
For finance managers, analysts, treasurers and CFOs. About 12 minutes a day (estimate) to build reports, explain variances and model scenarios with AI — without handing it a single unchecked number.
Practice on your own tasks, every assignment reviewed by an AI coach.
Program in preparation Join the waitlist and we'll let you know when it opens. You can get your learning plan right now.
Sound familiar?
A report from five systems and three ledgers
A budget spread across 14 linked files
Why is there less cash than profit?
A cash gap spotted too late
AI confidently calculated the IRR — wrongly
How it works
- A program for the finance function: consolidation, budget vs actual, payment calendar, scenarios, and packs for the owner and the bank.
- A short lesson, then a task on your own (anonymised) data.
- “AI writes the formula, Excel does the maths”: number control from the very first lesson.
Curriculum
1Levels 1–2. Basics and safety, prompting and dialogue (shared core)
30 short lessons, about 5 weeks: how AI works, where not to trust it, what you must never upload, how to write prompts and check answers. Level 2 earns a certificate of completion.
- Getting started: what an AI assistant is
- First useful tasks for yourself
- AI limits and safety
- Habit and measurement
- Prompt structure
- Dialogue and checking answers
- Working with materials
- Templates and your own assistant
2Level 3. Tools for Finance Teams & CFOs
Modules built around the real tasks of the profession, with the number of lessons, time and lesson topics. About 4 weeks; the level earns a certificate of completion. Then come level 4, “Automation and agents”, and level 5, “Rolling out in your team” (see the questions below).
- The finance professional’s data perimeter — 2 lessons, ≈12 min: Financial data: what you can give to AI; Why AI gets numbers wrong
- Excel, Power Query, Python: AI as your modelling partner — 3 lessons, ≈20 min: Making sense of someone else’s model; Formulas that explain themselves; Python and Power Query for finance
- Collecting and consolidating reports — 3 lessons, ≈18 min: Mapping line items between systems; Control checks for a reporting pack; Management period-close checklist
- Budget vs actual: variance commentary — 3 lessons, ≈19 min: Factor analysis with AI; Commentary people actually read; A devil’s advocate for your budget
- Payment calendar and cash forecast — 3 lessons, ≈18 min: Structuring a payment calendar with AI; Cash gaps: scenarios of shifted payments; Payment rescheduling letters and payment requests
- Scenarios and models — 3 lessons, ≈20 min: A driver-based model, fast; Sensitivity and ranges; Investment project: NPV, IRR and payback, verified
- Contracts → financial terms — 2 lessons, ≈13 min: Register of contract financial terms; Loan agreement covenants
- Communication: owner, board, bank, investor — 2 lessons, ≈13 min: A one-screen pack for the owner; Answers to the bank and investors
Sample task: “Variance commentary: AI drafts the factor analysis and the text, Excel does the calculations, and you check every figure against the source.”
Program in preparation: the planned modules and lessons are shown and may change before release. Times are based on the program plan.
Which AI tools we teach
The set depends on your country and your company's rules. Practice happens in the built-in AI coach.
- ChatGPT
- Claude
- Gemini
- GigaChat
- Excel + Copilot
- Python в Excel
- Power BI Copilot
- Yandex DataLens
For teams
The whole finance function: an AI policy, a CFO dashboard and a report on hours saved and forecast accuracy. 14-day team pilot.
What will change
- In 7 days — you anonymise data and write complex formulas with AI
- In 30 days — your own budget-vs-actual template, a 13-week cash calendar with scenarios and a one-screen pack for the owner. Savings are an estimate, confirmed after the pilot
Impact figures are estimates until pilots are measured; in teams they are confirmed by a before/after measurement.
Pricing
Prices are preliminary: plans are not approved yet; the site shows a draft catalog.
Pro
annual$79.99 per year ()
≈ $6.67 per month
7-day free trial on the annual plan. First charge — 7 days after you start. We'll remind you 2 days before the charge.
- All programs as they are released
- Tasks reviewed by the AI coach
- Full prompt library
- Certificates of completion
Pro
monthly$14.99 per month ()
No trial; cancel any time.
Cancel any time in your App Store or Google Play subscription settings — your subscription stays active until the end of the paid period.
Get your plan in 1 minuteQuestions about the Finance Teams & CFOs program
Our data can’t leave the company — how do we learn?
On anonymised data in the sandbox; separately, we teach you to work inside your company’s corporate AI environment (for example, Copilot for business).
We already know Excel
Great — you’ll get to Power Query, Python and agents faster.
We need BI, not a chatbot
AI is already inside BI tools; we teach you to ask questions of the data and to check the DAX/SQL it generates.
Does AI make calculation mistakes?
Yes. That’s why in the program it doesn’t calculate — it writes formulas and code that you check.
Is this an FP&A tool?
No — it’s training that helps you get more out of the tools you already have: Excel, BI and FP&A platforms.
Will it help with audit requirements?
We teach audit-trail habits: documented prompts, sources and checks. The requirements themselves are set by your auditor.
Who is this program for?
Roles covered: finance manager, financial analyst, treasurer, controller, chief financial officer. The quiz builds your plan around your role and tasks, starting with the modules you need most.
How does the learning work?
In a mobile app for iOS and Android (a web version comes later). Each lesson is a short explainer, a sample prompt and a task on your real work. The AI coach checks the task against the profession’s rubric and tells you what is missing; if you disagree with the grade, contact support and a team member will review it. You practise in a built-in sandbox with a personal-data filter and review with flashcards. Levels 2, 3 and 5 earn a certificate of completion with a QR code for verification (it is not a formal qualification).
How much time does it take?
About 12 minutes a day (estimate): a quick review, a 5–7 minute lesson and practice; on a busy day, a 3-minute quick session. The core (levels 1–2) is 30 short lessons, about 5 weeks. Level 3 of this program is 21 lessons, 133 min of lesson time, planned for 4 weeks; tasks on your own work take extra time.
What do I need to start?
You must be 18 or older. You need a smartphone (iOS or Android) and an account with your e-mail (sign-in with a code sent to your inbox). No AI experience needed: the plan starts at your level. You do not need separate AI subscriptions — you practise with the built-in AI coach. No customer data needed either: we learn on anonymised examples.
How much does it cost?
There is no free plan. For individuals — Pro, monthly or annual; the free trial is on the annual plan only. For companies — the Companies plan: billed per employee by invoice and contract, from 5 seats; a free pilot is available once the company’s details are verified. Currency: Belarus — Belarusian rubles with the US dollar equivalent, Kazakhstan — US dollars, Poland — euros. See the Pricing page for current prices.
Is the program available yet?
The program is in development: the modules and lesson topics are approved (listed above) and the lessons are being written. The line-up may change before release. The core (levels 1–2) is shared by all programs and in final review. Join the waitlist and we will let you know when it opens. Lessons come out in Russian first; English and Polish versions are in preparation.
What comes after level 3?
Level 4 “Automation and agents” (about 3 weeks): how AI agents and no-code workflows work, how to test them and what can go wrong; niche topics: “Finance assistant and AI in BI”, “Automating recurring reporting”, “Model control and audit trail”. Level 5 “Rolling out in your team” (about 2 weeks): before/after measurement, an AI policy, payback, teaching colleagues; niche topics: “AI policy for the finance function”, “Impact and an AI roadmap for finance”. The shared lessons of these levels are written; the niche ones are in development.
Waitlist: Finance Teams & CFOs
Leave your e-mail — we'll write once, when the program opens in your language.
Start with a 4-week plan
Answer 8 questions and we'll build a plan for your role, tasks and time.