Practical AI Training. Built for Finance.
AI training for finance teams should speak your language, address your real risks, and leave every member of your team with something they can use on Monday morning.
Most finance teams are at one of two stages with AI, either they haven't started, or they've started informally, inconsistently, and without the governance to back it up. Without the right training and framework in place, the risks are real:
Shadow AI — team members using unapproved tools with sensitive financial data, no audit trail, and no oversight
Uneven capability — AI knowledge concentrated in one or two people while the rest of the team is left behind
Inconsistent outputs — no shared framework means everyone doing it differently, creating gaps the business may not be aware of
Data breaches — sensitive financial data entered into consumer AI tools that store, share, or train on your information
Hallucination risk — AI confidently producing incorrect figures, assumptions, or commentary that goes unchecked into board packs or reports
Audit exposure — no documented process for AI-assisted outputs means nothing to show an auditor when questions arise
GDPR violations — payroll data, supplier information, and personal details processed through tools outside your approved systems
Key person risk — if the one person who understands AI in your team leaves, the capability walks out with them
A team where one person understands AI governance and five don't is still a team with a governance problem.
finuity workshops fix that. Every session builds a shared foundation of knowledge, a consistent AI mindset, and a governance framework that covers the whole function - not just the people who've been curious enough to figure it out alone.
Practical. Governance first. Delivered by a practising FCCA and not a tech trainer who has heard of a spreadsheet.
AI Foundations for Finance
No AI experience required - everything is taught from first principles using real finance scenarios.
Half-Day Workshop - £1,500
Up to 10 delegates · 3.5 hours · 3.5 hours structured CPD
A focused, practical introduction covering everything your finance team needs to use AI confidently and safely from the next day.
Your team will leave knowing which AI tools are safe to use and why, how to write prompts that produce genuinely useful outputs, and how to check those outputs before they go anywhere near the accounts. Every delegate leaves with the Finance AI Workflow Builder - a practical four-stage tool they can use independently for any finance task.
AI Foundations for Finance
No AI experience required - everything is taught from first principles using real finance scenarios.
Full-Day Workshop - £2,500
Up to 10 delegates · 7 hours · 7 hours structured CPD
Everything in the half-day, plus a full afternoon of building and implementation.
After lunch, your team uses the Finance AI Workflow Builder to construct a real AI workflow together — written, tested, refined, and documented in the room. You also leave with a completed AI tool register and a draft AI usage policy with a named owner and a sign-off deadline agreed before anyone leaves.
The full day is right if you want to leave with something your team can use immediately - not just the knowledge to do it later.
AI Blueprint for Finance
Designed for finance professionals who have completed AI Foundations for Finance or are already using AI in their function and ready to build on it.
Full-Day Workshop — £3,500
Up to 6 delegates · 7 hours · 7 hours structured CPD
The AI Blueprint for Finance is a facilitated strategy day designed around your finance function. Before the session, we map your processes, identify your highest-value AI opportunities, and agree the workflows to build on the day. In the room, we build them — documented, tested, and ready to use. You leave with a tailored AI implementation plan, a library of workflows specific to your function, and a governance framework to support them. Where the foundations courses give your team the knowledge to use AI well, the Blueprint gives your finance function the infrastructure to run on it.