A team that takes the course together shares one set of rules for data, tools and review.
For finance teams inside a company, and for audit, tax and advisory firms. A team can start together in the four-week course, each person redesigning one workflow. Then each role takes the program built for its decisions: staff on the work, managers on the team, and the CFO or partners on the function.
Return calculator
Work out what a seat is worth to your firm.
Enter your own numbers. The calculator compares the time you expect to save with the price per seat. It is a way to test your own judgment, not a forecast from us.
Fill in all four of your numbers to see the result. Nothing is pre-filled, because we have no sourced figure for any of them.
Your value of the time saved:
Program cost:
This is an estimate built entirely from the numbers you entered. We do not promise any outcome, and hours saved depend on your work, your tools and your team. Change any number and the result changes with it.
Why teams enroll together
The decisions in adopting AI belong to more than one person.
1
One set of rules, several owners
Controllers, seniors and staff each work on the part of the close they own, so the rules the team adopts reflect how the work is actually done.
2
Shared rules on data and tools
The program gives the team a common way to classify data, approve tools and control AI steps before anyone uses them on client or company records.
3
Evidence your leadership can review
The team's deliverables can be given to your partners or CFO as well as to the cohort.
4
Professional standards in view
For firms: the AICPA Code applied to AI, IRC §7216 on tax return information, and PCAOB evidence requirements for audit work.
Which program is for you
Choose by the decision you make, and the title on your door can follow.
You do the work: staff and senior accountants
Your decision is how to do a workflow with AI and prove the output ties to source. AI for Accounting Professionals runs eight weeks, with a capstone adoption plan, at $2,950 per seat.
You run a team: controllers, finance and accounting managers, FP&A leads, firm managers
Your decision is how your team adopts AI, with what controls, and who answers for it. AI for Finance Leaders runs six weeks, at $3,450 per seat.
You answer for the function: CFOs, VPs of finance, firm partners
Your decision is how much AI the function takes on, at what cost, and what the board and audit committee are told. AI for CFOs runs about four executive sessions with a peer group, at $4,950 per seat.
Not sure where you fit, or training a mix of roles? Tell us the roles. The first step for any of the three is the four-week course, AI You Can Sign Off On.
From a recorded re-test
After a change of model, a close assistant was re-tested before anyone relied on it again. It passed 5 of 5 checks. The program shows how to build that test so your team can run it whenever a model changes.
Recorded on Claude against the fictional Northwind books.
What a firm can show its people
The demonstrations are recorded runs your team can inspect line by line.
Client data stays home
The coursework runs on the invented Northwind books, so no client file needs to enter an AI tool for anyone to learn.
A person at every checkpoint
In the recorded accruals run, the agent drafts workings, balances them to 169,373.31 and holds the final file for the controller, even when another agent relays an approval.
Controls that survive a fooled model
An invoice with a hidden instruction to change a vendor's bank details is refused, reported and held, and the vendor master is unchanged afterward.
Review that can be audited
A person approves every return for revision, a sample of completes, and every capstone and final-deliverable score, and each piece of feedback says whether a person reviewed it.
How a team engagement works
You tell us who is involved, and we come back with a plan and dates.
1
Tell us about your team
How many people, which roles, and whether you are a company finance team or a firm.
2
We reply with options
Dates for the four-week course or the program for each role, or a proposal for a private cohort.
3
Each person gets a sign-in
Everyone has their own student portal account, with their own coursework and written feedback.
4
Leadership sees the result
Each deliverable comes out in a form your partners or CFO can read in minutes.
Team training
Train one person, a team or a whole finance function, on dates that suit your organization.
Start together in the four-week course
Several people take AI You Can Sign Off On side by side, each redesigning one workflow, then carry that work into the program that fits each role.
Join an open cohort as a group
Your people work alongside controllers and accountants from other organizations. Contact us for dates.
A private cohort for your organization
A cohort run for your firm or finance function alone, with the deliverables built for your own close. Contact us to arrange it.
AI readiness scorecard
How ready is your finance team for AI?
Tell us about your team.
Say how many people, what roles, and whether you are a company finance team or a firm. We will come back to you with dates and options.