AI Finance Kickoff: Build a Copilot on Your Numbers
Join Instructor to be announced (FP&A analyst / finance manager · currently practicing) for a free live session.
Instructor to be announced
FP&A analyst / finance manager · currently practicing
Turn your spreadsheets into a finance copilot that explains the numbers.
Finance teams spend more time assembling and reconciling than analyzing. This sprint is a build: you leave with an AI finance copilot wired to your data that pulls actuals, drafts variance commentary, and answers 'why did this move?' on demand — with a review step so nothing wrong ships to leadership. Taught by a practitioner in finance today, with tools you already have.
Watch the first session before you commit
A short, self-paced preview of the AI finance copilot analyzing actuals and drafting commentary — before the live kickoff.
Sneak-peek video coming soon
A short first-session preview, before the live cohort.
What You'll Learn
Analyze Actuals in Plain English
Ask your numbers questions and get answers with the working shown — not a black box.
Draft Variance Commentary
Auto-draft the 'why' behind the numbers in your voice, ready to edit for the board deck.
Wire It to Your Data
Connect the copilot to your actuals and models safely — no copy-paste, no leaks.
A Review Step You Trust
Build the check that catches wrong figures before they reach leadership.
Who Is This For?
This sprint is designed for:
FP&A Analysts
Who assemble the same reports every month and want the hours back for analysis.
Finance Managers & Controllers
Who need faster, defensible commentary and answers for leadership.
Founders & Ops
Wearing the finance hat who want a copilot on their numbers.
Sprint Outline
4 weeks · 3 sessions per week
Projects You'll Ship
Leave with real work to show, not just a certificate.
Finance Q&A Copilot
Ask your actuals questions and get answers with the working shown.
Variance Commentary Draft
Auto-drafted 'why' behind the numbers, board-ready and in your voice.
Close-to-Commentary Flow
Actuals → analysis → reviewed commentary, connected — presented live.
Your Instructors
Instructor to be announced
FP&A analyst / finance manager · currently practicing
Taught by a practicing FP&A analyst / finance manager who does this work today. Instructor announced ahead of the cohort — join the free kickoff to meet them and see the AI finance copilot built live.
Sprint Schedule
All sessions are instructor-led and live. Recordings available within 24 hours.
SUNDAY
9:00 AM PDT
Live ClassPrimary build session with the instructor — lecture, live build, and Q&A.
WEDNESDAY
6:00 PM PDT
Coaching SessionSmall-group coaching. Bring your work and current blockers.
THURSDAY
6:00 PM PDT
Practice SessionHands-on practice and peer review on your own workflow.
Frequently Asked Questions
AI Finance Kickoff: Build a Copilot on Your Numbers
with a practicing FP&A analyst / finance manager · instructor announced soon
What you'll walk away with:
🎁 Bonus for attendees:
Get "The AI Finance Starter Kit"
Variance-commentary prompts, a Q&A setup guide, and a review checklist
Claim your free seat
Skills you can deploy on Monday morning.