AI for Finance: faster preparation without weaker control
Make recurring finance work easier to prepare, explain and review without weakening control.
Finance teams practise sourced research, reconciliation support, variance analysis, scenarios and management commentary. Every workflow keeps assumptions, evidence and final approval visible.
- Recommended format
- Core workshop · 4–6 hours
- Delivery
- On-site / in person, online, or hybrid
01 · Best for
Is this the right workshop?
FP&A, controlling, accounting, treasury, finance operations and finance leaders.
Not the best fit when
- — You need a finished software implementation rather than team training.
- — You want a passive keynote without practical work.
- — You require a legal or compliance guarantee.
02 · What changes after the workshop
What this program changes in practice
Finance teams can save time with AI, but only if speed does not hide the assumptions behind a number or weaken the route to approval. The useful opportunity is often in preparation: structuring research, forming reconciliation questions, explaining variances and drafting commentary that a finance professional can then challenge. The workshop keeps the source trail, the calculation owner and the final sign-off visible throughout that process.
The session is not a fixed sequence of demonstrations. The facilitator works with the team on Choose the finance workflow, Research and source trails, Reconciliation and variance, using Spreadsheets & data tools, AI search & deep research, Microsoft Copilot when those systems are approved and available. Participants compare first results, make missing context visible and improve the work together. They learn not only which request works, but why an output is reliable enough to move into the next working step.
The value should not end when people leave the room. Exercises therefore produce concrete outputs such as Finance workflow brief, Source and assumption trail, Human review checklist. They give colleagues a traceable starting point, show where human review is still required and make the next pilot smaller and more realistic. Optional follow-up work can build on those artefacts instead of beginning again with another general introduction.
- Use AI for preparation while retaining finance ownership
- Investigate variances with explicit assumptions
- Create management commentary linked to evidence
- Design a reviewed pilot for recurring work
03 · Tools your team will use
Tools your team will use
- Spreadsheets & data tools
- Explore tables, test assumptions and create checked summaries without losing the source trail.
- AI search & deep research
- Find, compare and cite current sources, then separate evidence from interpretation.
- Microsoft Copilot
- Work with approved Microsoft 365 capabilities across documents, meetings, email and business information.
04 · From uncertainty to a shared way of working
Make recurring finance work easier to prepare, explain and review without weakening control.
- Before
- Recurring reporting consumes time, but finance cannot trade traceability, judgement or approval for a faster first draft.
- In the room
- The team uses Spreadsheets & data tools, AI search & deep research, Microsoft Copilot on its own examples. Every exercise ends with checking, improvement and a clear human decision.
- The day after
- Participants leave with more than notes: Finance workflow brief, Source and assumption trail, Human review checklist and an agreed next step.
05 · A practical syllabus
A practical syllabus
01 Choose the finance workflow
Identify recurring work with clear inputs, controls and owner.
02 Research and source trails
Build current briefs that distinguish source facts from interpretation.
03 Reconciliation and variance
Use AI to structure checks, questions and explanations—not approve numbers.
04 Scenarios and commentary
Make assumptions visible and draft concise management narratives.
05 Controls and pilot
Set data boundaries, review steps and a small controlled pilot.
06 · What your team takes away
A prepared workshop, not a generic presentation
- Finance workflow brief
- Source and assumption trail
- Human review checklist
- Reporting template and pilot plan
Preparation and resources
- • Sponsor alignment call
- • Short participant questionnaire
- • Examples adapted to your work
- • Facilitated live practice
- • Digital resources
- • Concise facilitator summary
Optional follow-up: Optional follow-up clinics and adoption support can be added after the workshop.
Plan a workshop around work worth improving
What determines the quote?
Share your team size, preferred format, location, approved tools and one workflow you want to improve. These details help scope the preparation, facilitation and any follow-up. Ask for an itemised proposal so you can compare the same scope—not just a day rate.
How should we assess the value?
Choose one representative task and record a baseline before the workshop. Compare the time needed, corrections required and quality of the reviewed output afterwards. Agree who owns the next trial. Treat productivity gains as something to measure, not a promised percentage.
07 · Delivery options
One workshop, three ways to take part
The learning goals, practical exercises and take-away resources stay consistent. We adapt the room, collaboration tools and facilitation rhythm to the way your team is joining.
- On-site / in person
- Delivered at your organisation or an agreed venue, with the facilitator and participants working together in the room.
- Online
- A fully live, facilitated workshop using an agreed video platform, shared exercises and structured small-group work.
- Hybrid
- Designed for a team split between the room and remote participants, with activities adapted so both groups can contribute and receive support.
Published evidence · Switzerland
A documented workshop, with inspectable outputs.
At UNIL in Lausanne, a 90-minute Agentic AI and finance workshop produced 18 structured agent specifications. The case study documents the audience, method, materials and public output portfolio.
This is Swiss workshop evidence. It is not a local client reference for France, Austria, the UAE or Saudi Arabia, and it does not claim deployment or financial outcomes.
08 · Facilitated by a practitioner
Facilitated by a practitioner
George Raymond Alchoufi combines software engineering, facilitation and executive coaching. The session is adapted to your team’s work, approved tools and review responsibilities.
Program content reviewed July 2026
Delivered across Switzerland
Available on-site in Zürich, Geneva, Lausanne, Basel, Bern and other Swiss locations by arrangement, with hybrid delivery for distributed teams.
Continue your team’s learning
Questions before booking
What will our team achieve in the AI for Finance workshop?
Make recurring finance work easier to prepare, explain and review without weakening control. The practical outcomes are: Use AI for preparation while retaining finance ownership; Investigate variances with explicit assumptions; Create management commentary linked to evidence; Design a reviewed pilot for recurring work.
Who is the AI for Finance workshop designed for?
FP&A, controlling, accounting, treasury, finance operations and finance leaders.
Which tools will participants use?
The practical stack includes Spreadsheets & data tools, AI search & deep research, Microsoft Copilot. Exercises are adapted to the licences and systems your organisation has approved.
How long is the workshop and how is it delivered?
The recommended format is Core workshop · 4–6 hours. Every core workshop is designed to stay within four to six hours; alternatives include Focused workshop · 4 hours. Choose an in-person session at your organisation or an agreed venue, a fully online workshop, or a hybrid format.
What preparation is required?
No technical prerequisite is required. We hold a short sponsor alignment call and participant questionnaire, then adapt examples to approved tools and non-sensitive work.
What does the team take away?
The working package includes Finance workflow brief, Source and assumption trail, Human review checklist, Reporting template and pilot plan, digital resources and a concise facilitator summary.
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