AI skills built for modern finance

FinanceOS Academy gives finance professionals the practical skills to put AI to work. Real workflows and prompts your team can use from day one.
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Course 01

Getting started with
AI in finance.

Your spreadsheets just got smarter

Have AI write your formulas, build your dashboards, and pull in live research. Then master the nuance of how to prompt well so every output is one you can actually use.

Which model to use and when

Not all AI models are built the same. Each has different strengths and costs. Learn what each one does and when to switch so you get the best output without overspending.
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Increase in productivity
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Increase on your earnings
Course 02

Putting AI to work in your finance function.

workflows from start to finish

Take raw ERP data and build a financial model. Turn numbers into variance narratives. Monitor FX exposure and automate it daily.  Real workflows you can see and follow from end to end.

Go beyond the obvious use cases

Once you have the foundation, the real opportunity is knowing where to go further. Connect your tools to your workflows, spot where AI can save your team hours, and start bringing real added value.
Course 03 

Is your finance data
ready for AI?

AI is only as good as the data behind it. Most finance teams are experimenting with AI on top of data that isn't structured, governed, or consistent enough to get reliable outputs. This course is about understanding why that matters and what to do about it.

Why finance teams aren't data-ready

Fragmented spreadsheets, inconsistent definitions, and ungoverned data undermine the best prompts. Learn to identify where your data is falling short and why it's the biggest barrier to getting real value from AI.

How governed data changes everything

Centralized, validated, and audit-ready data is the foundation that makes AI outputs reliable and board-ready. Learn what finance data governance looks like in practice and how FinanceOS gets you there.
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Increase in productivity

Straight to the point

No shortcuts or sugar-coated slides. We show you the actual prompts, walk you through the logic, and teach you how to validate what comes back. Because understanding AI in finance means diving into real world processes.

Understand the logic

No black boxes. Every lesson shows you the exact prompts used in real finance workflows and breaks down the thinking behind them, so you can adapt what you learn to your own data, your own team, and your own processes.

Validate the outputs

AI can run the numbers but it takes a finance professional to know what to do with them. Learn to pressure-test outputs, spot the gaps, and ask better questions to get beyond the math and into the insight.

Get your certificate

Completing the academy earns you a certification that proves you are AI fluent in finance. Share it on LinkedIn to show your network that you can apply AI to real finance workflows and deliver outputs that bring value to the business.

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