Mindset Growth Hub — Practical courses taught by people who do the work
Advanced AI for finance and financial analysis — from numbers and reports to forecasting and decision-making
An Advanced workshop for those who want to move from the traditional use of finance tools to building a smart finance system powered by data and AI — from analyzing financial statements, to forecasting and scenario building, all the way to an AI agent that monitors financial performance automatically. Training is done on real financial files, not theoretical examples, and every session ends with ready-to-use templates for budgets, forecasts and KPI dashboards. The final project is an integrated smart finance system that supports management decisions.
Leaders of finance departments.
You build a smart finance system that supports top-management decisions with forecasts, not just reports.
Those responsible for financial statements and periodic reports.
Cut analysis and reporting time and automate repetitive tasks.
Financial analysis and planning teams.
Build rolling forecasts, scenarios and executive dashboards.
Those who prepare and track budgets.
Prepare budgets with documented assumptions and analyze Budget vs Actual with AI.
Internal audit and control teams.
Detect anomalies and financial risks early.
Decision-makers in the organization.
See your organization’s financial position in one dashboard and make data-driven decisions.
Those advising clients on finance.
Deliver faster, sharper analysis and recommendations to your clients.
AI in modern finance • Financial statements & ratios
DetailsAI-powered budgeting • Financial forecasting
DetailsExecutive finance dashboards • Key financial KPIs
DetailsSession 1 — how AI changes everyday finance work, and how to write professional prompts and analyze your financial files with it.
Session 1 — reading and analyzing the three financial statements and calculating financial ratios with AI.
Session 1 — comparing performance, detecting variances and turning complex data into executive reports.
Session 2 — data-based assumptions, and budgets compared with actuals alongside suggested corrective actions.
Session 2 — forecasts that update automatically with every new actual result.
Session 2 — instead of a single number: scenarios that measure the impact of every decision or variable.
Session 2 — cash managed by forecasting, not by surprises.
Session 2 — turning numbers into decisions with clear evaluation tools.
Session 3 — one dashboard that shows the organization’s financial position in seconds.
Session 3 — the indicators management needs to track financial performance.
Session 3 — early-warning indicators that catch variances and abnormal expenses before they become problems.
Session 3 — automating repetitive finance tasks, reports and alerts.
Session 3 — from assistant to agent: designing finance agents that work together.
Analyzing financial files and writing professional financial prompts.
Analyzing long statements and reports and drafting executive reports.
Budget, forecasting and financial analysis models.
Automating reports and alerts and building agent workflows.
Connecting financial data sources to the smart system.
Documenting reports and sending alerts to management.
Session 1 build: a smart financial analyst that reviews your organization’s performance.
Management needs a quick read of the period’s performance and the causes of variances before the board meeting.
Data intake → performance analysis → KPI calculation → variance detection → insights → recommendations for management.
An executive financial summary with recommendations.
Session 2 build: an integrated budget, forecast and scenario model.
The organization is planning next year and needs a budget with clear assumptions and an estimate of how expansion affects cash.
Budget + Forecast + Cash Flow + Scenario Analysis + Executive Recommendations.
An operating budget with documented assumptions and a rolling forecast model.
Final project: an integrated smart finance system that supports management decisions.
Management wants a continuous view of the financial position and instant alerts on any variance, without waiting for monthly reports.
Raw data → insights → alerts → forecasts → management decisions, combining analysis, budgeting, forecasting, cash flow, dashboards, automation and AI agents.
An AI CFO Assistant and an executive finance dashboard with automatic alerts.
Three advanced hands-on sessions that leave you with a smart finance system — from financial analysis to building an AI CFO Assistant for your organization. Register now — seats are limited.
Enroll in the Program