Ask your numbers questions and Claude answers with the working shown, then drafts board-ready variance commentary in your voice.
Led by a practicing FP&A analyst who builds with AI.
You'll walk away with
Ask your numbers questions and get answers with the working shown.
Auto-draft the 'why' behind the numbers, ready for the board deck.
Connect the copilot to your actuals safely — no copy-paste, no leaks.
Catch wrong figures before they reach leadership.
Watch a finance copilot explain a variance and draft the commentary — before you join live.
Sneak-peek video coming soon
A short first-session preview, before the live cohort.
The 90 minutes
Wire the copilot to your actuals, safely.
Get answers with the working shown; calibrate on a closed month.
Auto-draft the 'why' in your voice, board-ready.
The check that keeps wrong figures out of the deck.
FP&A Analysts
Assembling the same reports monthly who want time back for analysis.
Finance Managers & Controllers
Who need faster, defensible answers for leadership.
Founders & Ops
Wearing the finance hat who want a copilot on their numbers.
Get "The AI Finance Starter Kit"
Variance-commentary prompts, a Q&A setup guide, and a review checklist
Yes — one live 90-minute session where you build the workflow along with the host, then leave with it working. You also get the recording.
No. You build it with point-and-click AI tools and prompts — no engineering background required.
Register anyway — everyone gets the recording and the starter kit. But live is where you build it with help, so come if you can.
Yes — you build it around your own work in the session, so you leave with something you can actually use.
Free pilot workshop · 30 seats · recording included.