AI training for finance
AI training for finance teams.
Faster month-end write-ups, with every number checked. Our AI training for finance teams covers Microsoft Copilot in Excel, Word and Outlook plus ChatGPT, with clear rules on which data stays out. Private sessions for up to 12, half day or full day, with one fixed price confirmed before you book.
- Fits around month-end
- Accuracy before speed
- Sensitive data kept out
- Groups of up to 12
Check first, then speed up
A summary that reads well but gets a figure wrong does more damage than a report that took an extra hour. That's why finance people are right to be wary of fluent AI tools.
So the first thing we teach is checking: tracing an answer back to the source data, recalculating by hand when it matters and knowing which jobs AI shouldn't touch. With that habit in place, your team takes the time savings with confidence.
Win back hours around the numbers
We aim the time savings at the writing and admin around the figures.
- Excel: formula help, cleaner data and a second check on trends
- Month-end: first-draft commentary for management accounts
- Board papers: shorter, clearer versions of long reports
- Email: routine replies drafted fast, then checked
- Meetings: Teams recaps after month-end calls.
Before the session we ask which jobs swallow the most hours, then build the practice around them, using your own templates where policy allows.
Keep sensitive data out
Payroll files, bank details, customer ledgers and unpublished forecasts are exactly what a finance team holds and exactly what must never leak. Every session sets clear lines: approved tools only, nothing personal or commercially sensitive in anything unapproved, and a named person signing off whatever reaches a client, an auditor or the board.
We also show the difference between Copilot inside your own Microsoft 365 setup and a free tool in a browser, so your team knows why your policy says what it says. Every exercise uses sample or anonymised data shaped like your own reports.
Train in-house teams and practices
The training suits in-house finance teams, accountancy practices and bookkeeping firms. Groups of up to 12 train at your premises anywhere in the UK, at a venue or live online, and finance staff join workshops that attendees score 5/5.
We build the day from Microsoft Copilot for Business when Copilot is your licensed tool, or from AI for Business when ChatGPT is. Training other departments too? See AI training for HR teams and AI training for sales teams.
AI programmes
Choose a programme for your team.
Artificial intelligence
Coming soonAI for Business: One-Day Course
An open, one-day course on using ChatGPT and AI tools in your business. Book a place for yourself or a colleague.
- 1 day
- In person
Edinburgh · Dundee · Perth · Online
Price per person to be confirmed
Register interestAI & productivity
Microsoft Copilot for Business
Hands-on training for Copilot in Word, Excel, PowerPoint, Outlook and Teams, so your team saves time on everyday work.
- Half day or full day
- In person or online
Price on requestPrivate group · up to 12 people
View detailsArtificial intelligence
AI for Business
A practical introduction to ChatGPT and AI tools for your team, focused on real ways to save time and work smarter.
- Half day or full day
- In person or online
Price on requestPrivate group · up to 12 people
View detailsAI & productivity
Coming soonMicrosoft Copilot Essentials
An open half-day course on using Copilot in Word, Outlook, Excel, PowerPoint and Teams.
- Half day
- In person or online
Edinburgh · Dundee · Online
Price per person to be confirmed
Register interest- 1
Share your calendar
Month-end, reporting deadlines and the tools you're licensed for.
- 2
We build finance exercises
Sample or anonymised data shaped like your own reports and emails.
- 3
Train between closes
A practical session, plus resources to use at the next month-end.
Questions
Good to know.
Yes, in depth, alongside Word, Outlook, Teams and PowerPoint. A large part of the Excel work is checking what Copilot suggests before anyone relies on it.
No. We use sample or anonymised data shaped like your own reports, so nothing sensitive goes near a tool during training.
Yes. We shape the exercises around client work, such as letters, summaries and meeting notes, with client confidentiality covered throughout.
The week after month-end close. Sessions run as a half day, a full day or a short series, so they fit between deadlines.
Each group of up to 12 has one fixed price, agreed before you book.
Guides and insights.
- How can sales teams use AI tools like ChatGPT, Copilot and Claude?Where ChatGPT, Copilot and Claude save sales teams time, from call prep to proposals, and what must stay with your salespeople.Read the guide
- Microsoft Copilot training for staff: what should it cover?What Copilot training for staff should cover in Word, Excel, Outlook and Teams, how long it takes, how it's priced and who runs it in the UK.Read the guide
- Is it safe to let your staff use ChatGPT and Copilot at work?Three in four knowledge workers already use AI at work, approved or not. The rules, policy and training that make ChatGPT and Copilot safe to use.Read the guide
Related services
- AI training your team will actually use.
- AI training for HR teams.
- AI training for sales teams.
- AI training for marketing teams.
- ChatGPT training for your whole team.
- Claude training that sticks after the session.
- Microsoft Copilot for Business
- Private team training
- AI training for the people who decide.
- Less paperwork, more output for Sheffield teams.
- AI training for Cardiff teams that work to rules.
- AI training that gets Belfast teams using the right tool.
- AI training that comes to your Newcastle team.
- AI training for London teams.
- AI training for Manchester teams.
- AI training for Glasgow teams.
- AI training for Edinburgh teams.
- AI training for Birmingham teams.
Work with us
Plan your finance team's AI training.
Tell us about your organisation and what you would like to achieve. We will come back within one working day with ideas and a clear proposal.
- Booked privately for up to 12 people
- Tailored to your team and tools
- At your premises or online
- Clear, fixed pricing before you book