Implement AI in Finance
in 90 Days — Without the Guesswork.
Learn practical AI for finance — from strategy to hands-on automation — inside a structured, guided community built for finance professionals, not generalists.
30-day money-back guarantee · Instant access
Trusted by teams at
Who Is It For?
CFOs, controllers, FP&A analysts, fractional CFOs — any finance role ready to move past manual work.
Time to First Win
Most members automate their first recurring task within the first 1-2 sessions.
Low Risk
30-day money-back guarantee, no questions asked — no long-term risk.
Built for finance. From beginner to advanced.
Live Masterclasses
- 5-6 live sessions every month
- Recordings added to the library
- Live Q&A after every session
AI Finance Expert Network
- 3,500+ finance professionals
- Share workflows, get feedback
- Monthly virtual meetups
Monthly State of AI Report
- What's working right now
- New tools worth your time
- Curated, not hype
AI Process Deep Dives
- Step-by-step workflow breakdowns
- Copy prompts and process directly
- New deep dive every month
Bonus courses included with membership.
4 AI video courses — Claude, ChatGPT, Copilot, and Prompt Engineering — worth $1,597 combined.
ChatGPT for Finance
Financial analysis, reporting, and modeling with ChatGPT — built for finance professionals.
Prompt Engineering for Finance
Frameworks to get consistent, board-ready output from any AI model on the first try.
Copilot for Finance
Get the most out of Copilot inside Excel, Outlook, and Teams every week.
Claude for Finance
Set up Claude Projects and Skills for recurring finance work with reusable prompts.
Find the right level for your role and pace.
Foundational
Core prompting skills, AI fundamentals for finance, and your first real deliverables.
Intermediate
Reusable workflows for reporting, forecasting, and variance narratives.
Advanced
Custom GPTs, Copilot agents, and end-to-end finance automations.
What changes once you join.
| Task | Before | After |
|---|---|---|
| Month-end variance commentary | Manual, hours per cycle | AI-drafted in minutes |
| Board deck prep | Full day, back-and-forth edits | First draft same afternoon |
| Forecast & scenario checks | Rebuilt from scratch monthly | Reusable, self-updating model |
| Ad-hoc data requests | Context-switching, delays | Prompted, checked, sent |
| Reconciliations | Line-by-line manual review | AI-flagged exceptions only |
Meet your guides.
Led by a founder and a rising finance-transformation leader, backed by a network of practicing AI-in-finance experts.
Trained 5,000+ finance professionals in AI. 1M+ LinkedIn followers. Featured speaker, CFO Leadership Council.
Leads finance transformation at Kraft Heinz. Forbes "30 Under 30" in Finance & Accounting.
Helps finance pros turn systems into superpowers. Gartner Peer Community ambassador.
Manager, data scientist, and AI/data writer. Published 150+ articles on AI concepts.
Part-time CFO, repeat entrepreneur. Ex-PwC, ex-L'Oréal. Founder of Finup360.
Inside the community.
- Live monthly masterclasses
- Expert community with 3,500+ finance professionals
- Monthly State of AI in Finance report
- AI-in-finance processes deep dives
- A comprehensive AI finance curriculum
Is the AI Finance Club the right fit for you?
The club is perfect for you if:
- ✓You own or influence real finance outputs — reporting, forecasting, board decks, close.
- ✓You want a structured curriculum, not another feed of disconnected AI tips.
- ✓You're willing to spend 1-2 hours a week actually implementing.
- ✓You want peers and experts who can tell you if what you built is board-ready.
It's probably not for you if:
- —You're looking for a one-off prompt pack, not an ongoing practice.
- —You want generic AI training — marketing copy, not finance workflows.
- —You'd rather work alone than compare notes with other finance leaders.
What members are saying.
"Your platform has woken up the drive and practical use cases I've been looking for. I love the agent and skills topics — they're the game changers for me at this stage."
"I LOVE the club so far! My favorite thing has been the Masterclass webinars — I've learned new prompting habits that make my own work much more successful."
"I was a little hesitant to join due to the cost. However, it's already been worth the cost. The classes which provide hands-on practice have been the most beneficial part for me."
"My experience with the club has been great. The value has only been limited by my own time availability!"
"I'm finding the club fantastic. The content is superb, the peers here are great, and the Accelerator course was the best I've taken so far."
"What I love is the structured approach and business cases. I got a question answered within an hour — I feel like I'm always up to date."
Frequently asked questions.
Do I need to know how to code?
How much time does membership require?
Is this only for CFOs?
Can I cancel anytime?
Will this work with my company's tools?
What AI tools will I need? Are there extra costs?
Make 2026 your AI breakthrough year.
Join the AI Finance Club →30-day money-back guarantee · Instant access
