Train our finance team to use AI for monthly reporting

Describe the work. We’ll prepare what we can from your material.

Changes are saved when you run

Project brief

Workshop settings

Shape your finance workshopParticipantsApproved AI toolExperience

Proposed duration: two hours. These details shape the agenda and walkthrough.

Project nameWhat should this accomplish?

AudienceRequirements & constraints

Source material Optional

For the calculated workshop, paste CSV with columns team,budget,actual. Leave source blank to use the sample exercise.

Source material

Processing settings

Preparation

Creates planning scaffolds from your intake. CSV attachments also receive structural checks. No model is called. Drafts require review.

Adjust impact assumptions · optional

We have already prepared a model for this workflow. Change any assumption and run again to save a new version. These planning values are not a price quote.

Tasks per monthMinutes per task todayMinutes afterward, including reviewLoaded hourly cost (USD)Minimum adoption (%)Maximum adoption (%)Capacity converted to cash savings (%)Implementation cost (USD)Monthly operating cost (USD)

What you’ll get

An editable Excel exercise, PowerPoint workshop, and facilitator guide.

Run prepares a first deliverable, checks what it can, and keeps the supporting work together.

Give it something to work with

Optional CSV: team,budget,actual. Without it, use the sample exercise.

Your materialPrepare & calculateEditable files

You can run the sample workshop now, or add your own figures.