A hands-on 6-week program where you — on your own or with your team — set up AI assistants that take over the routine parts of finance: the close, reconciliations, reporting, forecasts and chasing payments. You review everything and stay in control.
Every month repeats: closing the books, reconciling accounts, building the management pack, explaining the variances, updating the forecast, chasing overdue invoices. We automate the routine part — together, step by step, on your own computer.
There are no certificates and no theory. At the end you have tools that run, that you have tested yourself, and you will have measured exactly how many hours they save you. You stay in control of the numbers — the AI is the assistant.
A month-end close checklist that runs itself, plus bank, intercompany and balance-sheet reconciliations — with the movements that need a human eye flagged for you.
Management reports and board packs built from your numbers, with first-draft variance commentary you review and finalise — not write from scratch.
Budgets and rolling forecasts from your actuals, plus quick scenario models so “what if” takes minutes instead of days.
Payables and receivables follow-ups, polite collection reminders drafted for you, and a cash-flow view that updates from your own data.
In week one we pick the task that wastes most of your time. We build a tool for exactly that and test it until it works — that is my written commitment to you.
You log your hours in week one and measure again at the end — you will see, in hours, exactly what it was worth. Then a check-up call after one month, two help-hours within 90 days, and a monthly group call for three months.
You do not need to be. You work in plain language — English or Arabic — with no programming. If you can use email and Excel, you can do this. One short session teaches you everything technical, slowly.
For the first three weeks we use practice data only — nothing real. The very first tool we build removes names and identifying details from any file. Real data enters only afterwards, only with that protection in place, and only if your company policy allows it.
Never blindly — and the program is built on that. Every tool shows its totals and workings so you can tie them back to your ledger. At one point I hide a set of errors in a test file, and your tool must catch nearly all of them before you use it on real work. You stay in control of the numbers.
Group sessions, one private hour with me, and your own practice time.
How Claude works, the safety rules, and your data anonymizer. We choose your personal tool together.
The skill of asking AI well, plus the technical session taught slowly. The month-end close checklist and your first reconciliations.
Management packs, variance commentary and exception flags — and the hidden-errors test that earns your trust in the tools.
We define your tool and what “done” means, get it running, then prove it catches the hidden errors.
Budgeting, rolling forecasts, AP/AR follow-ups and the cash-flow view — and your tool first careful run on real, protected data.
You run your tool live, we measure the hours you have saved, and the three months of follow-up support begin.
You will also need a paid Claude subscription (billed directly by the software provider) and a Windows or Mac computer. I will help you set everything up before week one.
We talk about your finance work and which task we would automate for you. If it is not a fit, I will tell you honestly.
With the registration form and payment. Six seats, first come.
I help you install everything in a private call, so day one is spent building — not installing.
Six places. Six weeks. One free call to see if it is for you.
Book your free 20-min call Message on WhatsApp You stay in control of the numbers. The AI is the assistant.
Tell us who you are and which course you want — we’ll send you the details and payment options right away.
