Notes on AI in finance, drawn from recorded runs on a full set of company books.
Plain explanations for controllers, accountants and firms: what worked, what failed, and the checks to keep.
Articles
Start with the article closest to the decision in front of you.
Each one is built on a recorded run against the fictional Northwind books, with the figures traced to the run and the answer key.
AI for accountants: what it can do on the close, and where it fails
A plain look at AI for accountants, using recorded runs on a fictional company's October close: what matched the answer key, what did not, and the checks to keep.
AI course for controllers: eight weeks, coursework and a capstone plan
What an AI course for controllers should contain: live sessions, graded coursework on a full set of books, controls, and a plan you can present to your CFO. How ours works and what it costs.
Agentic AI in finance: what an agent did on a month-end close
Agentic AI in finance explained through recorded runs: an agent that drafted accruals, declined a relayed approval and refused a hidden bank-change instruction, and what that does and does not prove.
How to test an AI control against a hidden instruction in a vendor invoice
A step-by-step way for finance teams to test an AI accounts-payable agent against prompt injection in a vendor invoice, with the results of one recorded test and what they do not prove.
An AI policy for an accounting firm: client data, the AICPA Code and IRC §7216
What to put in an AI policy for an accounting firm: data classes, approved tools, tax return information, review of AI output and testing, with the rules a firm should check against primary sources.
The courses behind the notes
The same recorded runs are taught live, with written feedback on your own work.
Four weekly sessions: redesign one finance workflow with AI, with its checks and controls.
AI for Accounting Professionals
Eight weeks, a discussion forum shared with the whole cohort and a capstone adoption plan for your finance function. $2,950 a seat.
Train a team or a practice together. Contact us.
Choose one workflow at your first session, and hand in its redesign, controls included, at the end of week four.
Enroll in the four-week course: four weekly 60-minute live sessions, each recorded and posted within 24 hours. Training a team? Say so when you register.