Learn to work with AI today, or be replaced by someone who has.
A Claude AI course for finance professionals, built on real finance work.
Not another generic AI course. A practising CFO training you on the real work.
A practising CFO doing real client work every day, not an AI influencer.
Models, forecasts, budgets and board packs, the work you actually do.
Control hallucination, prove the numbers tie out, make Claude ask instead of guess.
We agree what is safe to share first, and can start on a copy that mirrors your business before Claude touches real data.
Every session is about your reports and your questions, answered live.
For finance professionals who want a more productive way to deliver their work, and to be ready for what comes next.
It assumes you know your finance. It is not a beginner's accounting course or a generic introduction to AI.
- 01
You want the same standard in less time
Reporting, reconciliations, forecasts and board packs. You learn a faster way to produce them, and still check and sign every number.
- 02
You want to be ready before the change arrives
AI is reshaping finance roles now. You would rather learn the new way on your own work than catch up later.
- 03
You lead a team and want everyone working this way
One shared way of working with Claude, so the gains belong to the team, not to one person.
Prompts expire. Skills don't.
I am not selling you an AI agent.
I am teaching you to build your own.
Most AI training hands you prompts to copy and steps to repeat, and within months they are out of date. The ability to turn your own knowledge into a working agent is not. That is what I teach: how to bring Claude into your world and build agents for your own work. Nobody understands your work, your numbers and your standards better than you.
Your own agents.
Built by you, on your own reports and systems, so you understand how they work.
A skill that transfers.
Build one agent and you can build the next, for any task, long after the sessions end.
No dependence on us.
The know-how stays with you and your team, not with a vendor or an IT project.
Four steps to your first session.
A simple process, so you know exactly what happens next.
Tell us what you need
Email us your role and the work you want Claude to take on. We send a short questionnaire to understand your needs.
Get your proposal
We send a written plan and fee fitted to you, as soon as possible. A discovery call is available on request.
Agree the details
We agree dates and times that suit you, on weekdays or weekends. You sign a short agreement and pay by card or bank transfer.
Start
Your first session begins with your own work. Each session builds on the last, with support in between.
Practice between sessions
After each session, you apply what we built to one of your own reports. You bring the results and any questions to the next session.
Direct support
A WhatsApp line to Zain for questions while you test and build.
At your times
Two hours per session, with the number of sessions set by your needs. Online, on weekdays or weekends, around your reporting calendar and time zone.
Three programmes we have scoped recently.
Procurement and financial reporting
- Procurement reporting agent: spend, suppliers and stock
- Financial reporting agent: variances, forecast and cash flow
- Reusable skills for each report
Monthly reporting for a finance team
- Management pack agent, from system data to a finished pack
- Variance commentary drafted against prior months
- Each team member builds a reusable workflow for their most repeated task
Multi-entity group reporting
- Monthly reporting and budget versus actual
- Revenue, forecasting and the multi-entity close
- Board reporting and transaction work
Details simplified and anonymised. Your plan is written around your own work.
From finance people who have worked with Zain.
Claude AI training for finance teams: common questions
I have hardly used Claude. Can I still start?
Yes. Session one sets you up properly before we build anything. You need to know your finance, not AI.
Will we work on our real data?
You decide. We agree what is safe to share in session one. Where your data cannot be used, we work on a copy built to mirror your business, then you apply it to the real thing.
Which Claude subscription do I need?
A paid Claude plan. We help you choose the right plan and seat, and which model to use for each task, so you do not pay more than you need. We do not sell subscriptions or receive any commission on them.
How long does a programme take?
Each session is two hours, and the number of sessions is decided by what you need. Sessions run online on weekdays or weekends, scheduled around your diary and your month-end.
Can my company pay?
Yes. We invoice your company, and you can pay by card through a secure link or by bank transfer.
Do I get CPD?
Yes. Every participant receives a certificate for the hours attended, to record with their professional body.
What happens after the last session?
You keep everything you built. If further sessions would help, we agree them with you.
Tell us what is taking up your week.
Your role, whether it is for you or your team, and the work you would like Claude to take on. We reply within one working day.
London EC1V 2NX
United Kingdom