AI Workshops for Finance Teams

Finance runs on structured, repeatable work: the close, reconciliations, reporting packs, forecasts, variance analysis. That makes it one of the functions where AI assistance pays off fastest, and one where sloppy use does real damage. A workshop for finance has to take both seriously.

How the day works

We run a focused day with your finance team, in small groups, on your own material. Before the day we agree on the workflows that matter most to you. Typical candidates are the month-end close, reconciliation work, management reporting and board packs, forecasting support, and the steady stream of questions from the rest of the business. During the day, each participant works on their own tasks with the tools you are rolling out, whether that is Claude, Copilot or a mix, and leaves with methods they can use the next day.

Judgement, controls and confidentiality

Finance teams ask the right questions about AI: what happens to our data, what can we rely on, what will the auditor say. We answer them directly, with practical guidance on data handling and confidentiality, and working habits that keep a person accountable for every number that leaves the team.

We also build in this space ourselves. Our connectors put Claude, ChatGPT and Copilot to work inside Fortnox, so the advice comes from people who ship AI tools for finance work.