AI training for finance
AI training for finance teams.
Our AI training for finance teams puts accuracy first. Your team practises Copilot in Excel, Word and Outlook, plus ChatGPT, on the kind of work they do every month, from management account notes to inbox admin, and learns exactly which data never goes into a tool. Private, hands-on sessions for groups of up to 12.
- Fits around month-end
- Accuracy before speed
- Sensitive data kept out
- Groups of up to 12
A wrong number is worse than a slow one
AI tools are quick and fluent, which is exactly why finance people are right to be wary. A summary that reads well but gets a figure wrong can do more damage than a report that took an extra hour. So the first thing we cover is checking: how to trace an answer back to the source data, when to recalculate by hand, and which jobs AI shouldn't be doing at all.
Once that habit is in place, people relax and start finding the real time savings.
Where it helps in a finance week
Most of the gains come from the writing and admin around the numbers, rather than the numbers themselves:
- Excel: formula help, tidier data and a second pair of eyes on trends
- Reporting: first-draft notes for management accounts
- Papers: shorter, clearer versions of long reports
- Email: routine replies drafted fast, then checked
- Meetings: Teams recaps after close calls.
Before the day we ask which jobs swallow the most hours, then build the practice around those, with your own templates where policy allows.
What stays out of the tool
Payroll files, bank details, customer ledgers and unpublished forecasts are exactly the data finance teams hold, and exactly what mustn't leak. Every session draws the lines clearly: 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 explain the difference between Copilot inside your own Microsoft 365 setup and a free tool in a browser, and why that matters for your policies.
In-house teams and practices
The training works for in-house finance teams, accountancy practices and bookkeeping firms alike. Groups of up to 12 train at your premises anywhere in the UK, at a venue or live online, so you can slot a half day into the week after a close. People who've been on our workshops rate them 5/5.
Licensed for Copilot? We build the session from [Microsoft Copilot for Business](/programs/microsoft-copilot-training), or from [AI for Business](/programs/ai-for-business-training) if ChatGPT is your main tool. Training another department as well? See AI training for HR 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.
Results
Proof from real clients.
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Good to know.
No. We use sample or anonymised data shaped like your own reports, so nothing sensitive goes near a tool during training.
Yes, in depth, along with Word, Outlook, Teams and PowerPoint. Expect plenty of time on checking what Copilot suggests in a spreadsheet.
Yes. We shape the exercises around client work, such as letters, summaries and meeting notes, with client confidentiality covered throughout.
Pick a quiet week, away from month-end and year-end. It can run as a half day, a full day or a short series.
Each group of up to 12 has a fixed price, agreed before you book.
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