AI FOR FINANCE TEAMS

Report Faster. Analyze Sharper. Focus On The Finance Work That Moves The Business.

AI training for finance teams. Built around the reporting, analysis, and commentary that take up most of the week.

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TRUSTED BY
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Join the Finance teams mastering AI

What Changes When Finance Teams Build Real AI Skills

3.9hrs

Saved per participant, 
per week

100%

Improved
productivity

95%

Increased
confidence
WHAT YOU CAN EXPECT
AI for Finance | Edifai
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Three program levels, from AI foundations to building AI agents for finance
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Hands-on AI skills training for Finance teams, virtual or in-person
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Tailored to your tools, team size, and level of AI readiness
AI Skills Training

AI Training For Finance Teams

Our AI training programs are built for the reality of finance; tight reporting deadlines, rising demand for insight from leadership, and pressure to deliver more with the same resources.

Each one designed for a different stage of AI readiness. Choose where your team is now and build from there. The people capability you develop here is what makes AI transformation possible.

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  • Explore

    Build the AI confidence and shared language teams need to start using tools well.

  • Apply

    Build the skills to use AI in the workflows where it delivers measurable ROI.

  • Transform

    Embed AI into how the business operates, at scale, across every function.

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Explore:
AI Foundations
Apply:
AI for Finance Mini Lab
Transform:
Building AI Agents for Finance

1.Explore:

AI Foundations

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BUILT FOR
Teams who have a mixed awareness of AI and need everyone working from the same foundation.
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2 hours
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Up to 200 participants
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Download the curriculum
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Build core AI literacy across your team
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Improve the consistency and quality of outputs with effective prompt engineering frameworks
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See how to apply AI to research, content creation, data analysis, and task automation
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Establish best practice for responsible everyday AI use

2.Apply:

AI for Finance Mini Lab

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BUILT FOR
Finance teams ready to put AI to work on the tasks that take up the most time.
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3.5-hours
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Up to 50 participants
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Download the curriculum
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Understand where AI is useful for finance work, and where it isn't
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Apply AI to core finance tasks: structured updates, summaries, and data analysis
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See a pre-built finance agent in action and where agents could safely fit into your processes
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Map a key process end-to-end and leave with a prioritized implementation plan

3.Transform:

Building AI Agents for Finance

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BUILT FOR
Finance teams ready to move beyond prompts and automate the routine work that consumes capacity.
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2 x 3.5-hour sessions
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Up to 25 participants
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Download the curriculum
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Identify high-value, audit-safe agent use cases for your finance team
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Design and build a working agent around a finance process
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Ground your agent in financial data, documents, and context using retrieval patterns
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Test against realistic finance scenarios and leave with a working agent prototype
Explore:
AI Foundations
Apply:
AI for Finance Mini Lab
Transform:
Building AI Agents for Finance
All Our AI Training Programs Include
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Expert facilitators
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Hands-on,
practical learning
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Learning kits
& resources
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Virtual and in-person
delivery
TESTIMONIALS
Poppy Morris

Poppy Morris

Pan Macmillan
“I’ve come away with so many more ideas about how to implement this in my role when previously I struggled to think of how it would apply.”
CASE STUDY

Publicis: Embedding Practical AI Capability Across Global Marketing Teams

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The problem

Publicis Groupe was investing heavily in AI and needed their client teams ready to capitalize on it. Sellers needed a structured way to position AI in client conversations and respond to shifting expectations.
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The approach

A 2.5-hour workshop built around proven client proposition frameworks, delivered across multiple teams in the UK and US. Sessions covered evolving client expectations, how Publicis AI solutions enhance services, and structured plans for AI in client pitches.
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The outcome

Client teams grew into confident champions of AI adoption, communicating its value more effectively. Stronger relationships and new business opportunities followed, and Publicis Groupe is now embedding AI training into its global leadership program.
View all case studies

Expert-led AI Training For Finance Teams

Colin Smith

Colin Smith

Global Learning Specialist
25+ years in digital, and Founding Partner at Cognitive Union. Colin designs learning that sticks; measurable, practical, occasionally involving LEGO (he's a certified SERIOUS PLAY facilitator and Scrum Product Owner). Google Masterclass Partner, lead facilitator for the CIPD, and lecturer on Squared Online.
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Katie Roden

Katie Roden

Marketing and Creative expert
With over 30 years' experience in marketing, content creation, publishing, fan engagement and digital transformation, Katie has worked with high-profiles brands across multiple sectors, from education, charity and not-for-profit to retail, telecommunications, book publishing, sports and entertainment. She is also a trainer and facilitator for the Google Digital Academy, helping businesses to maintain best practice in all aspects of marketing, attribution and business operation. ‍She is now working closely with clients in all sectors to explore the possibilities and challenges of AI, from creative innovation, content creation and audience targeting to transformational automation and IP protection.
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Niall McKinney

Niall McKinney

Non-exec Chair
Niall McKinney’s contributions to the fields of Artificial Intelligence (AI) and Digital Marketing have earned him recognition as a thought leader and expert in the industries.‍ Niall's expertise in AI and digital marketing led him to be the Chief Growth Officer at Black Crow AI, which uses AI to help advertisers optimise their digital media buying. ‍When he’s not at Black Crow, Neil can found speaking at AI and digital marketing conferences around the world, sharing his insights on the future of the industry and the role of AI in shaping it.
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Meet our experts
Katie Roden

Katie Roden

Marketing and Creative expert

Katie Roden

With over 30 years' experience in marketing, content creation, publishing, fan engagement and digital transformation, Katie has worked with high-profiles brands across multiple sectors, from education, charity and not-for-profit to retail, telecommunications, book publishing, sports and entertainment. She is also a trainer and facilitator for the Google Digital Academy, helping businesses to maintain best practice in all aspects of marketing, attribution and business operation. ‍She is now working closely with clients in all sectors to explore the possibilities and challenges of AI, from creative innovation, content creation and audience targeting to transformational automation and IP protection.
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Niall McKinney

Niall McKinney

Non-exec Chair

Niall McKinney

Niall McKinney’s contributions to the fields of Artificial Intelligence (AI) and Digital Marketing have earned him recognition as a thought leader and expert in the industries.‍ Niall's expertise in AI and digital marketing led him to be the Chief Growth Officer at Black Crow AI, which uses AI to help advertisers optimise their digital media buying. ‍When he’s not at Black Crow, Neil can found speaking at AI and digital marketing conferences around the world, sharing his insights on the future of the industry and the role of AI in shaping it.
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Meet our experts

Transparent Pricing For Finance Teams

Here is how our programs typically price. Final proposals are tailored to your team size and delivery format.
£
€
$
1
Explore:
AI Foundations
From

£5,000

/ cohort

For finance teams who have a mixed awareness of AI and need everyone working from the same foundation.
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2
Apply:
AI for Finance Mini Lab
From

£6,000

/ cohort

Finance teams ready to put AI to work on the tasks that take up the most time.
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3
Transform:
Building AI Agents for Finance
From

£8,000

/ cohort

Finance teams ready to move beyond prompts and automate the routine work that consumes capacity.
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1
Explore:
AI Foundations
From

€5,800

/ cohort

For finance teams who have a mixed awareness of AI and need everyone working from the same foundation.
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2
Apply:
AI for Finance Mini Lab
From

€6,900

/ cohort

Finance teams ready to put AI to work on the tasks that take up the most time.
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3
Transform:
Building AI Agents for Finance
From

€9,400

/ cohort

Finance teams ready to move beyond prompts and automate the routine work that consumes capacity.
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1
Explore:
AI Foundations
From

$6,300

/ cohort

For finance teams who have a mixed awareness of AI and need everyone working from the same foundation.
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2
Apply:
AI for Finance Mini Lab
From

$7,600

/ cohort

Finance teams ready to put AI to work on the tasks that take up the most time.
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3
Transform:
Building AI Agents for Finance
From

$10,000

/ cohort

Finance teams ready to move beyond prompts and automate the routine work that consumes capacity.
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£
€
$

FAQs

  • How long does AI training for finance take?

    Programs range from a two-hour AI Foundations session, through a 3.5-hour AI for Finance (level 1), up to Building AI Agents for Finance (level 2), which runs across two 3.5-hour sessions. Every program is scheduled around your team's calendar.

  • What is the difference between AI for Finance Mini Lab (level 2) and Building AI Agents for Finance (level 3)?

    AI for Finance Mini Lab (level 2) is a half-day session focused on applying AI to everyday finance workflows: reporting, analysis, summarization, and narrative drafting. Building AI Agents for Finance is a two-part, hands-on workshop where teams design and deploy a working AI agent for a finance process, with the governance to scale it safely.

  • Who is AI for finance training designed for?

    Our finance training is built for teams across reporting, FP&A, controllership, and business partnering. From people new to AI through to teams ready to build agents on top of their finance stack. Each program is tailored to the audience's existing skill level.

  • How much does AI training for finance cost?

    Programs start from £5,000 / $6,300 per cohort, with pricing based on team size, program level, and delivery format (virtual or in-person). Book a 30-minute call and we will put together a proposal based on your specific needs.

  • Who typically delivers corporate AI training workshops?

    Workshops are delivered by a mix of in-house trainers and specialist facilitators, all with hands-on experience applying AI in professional environments. Trainers are selected based on their subject matter relevance to the audience.

  • How long does it take to plan and deliver AI training for a company?

    From initial conversation to first workshop, Edifai's typical timeline is six weeks. This covers scoping, needs analysis, and scheduling.

  • Can AI training for businesses be customized or is it always off the shelf?

    Every program starts with a proven core curriculum that has been developed and refined across multiple organizations, then customized to reflect the client's specific tools, workflows, terminology, and business priorities. Clients get the benefit of structured, tested content without receiving something generic.

  • What AI tools are covered in workplace AI training programs?

    We cover the AI tools most commonly used in professional environments, including ChatGPT, Microsoft Copilot, and Google Gemini. Where organizations use additional or company-specific AI tools, these can be incorporated into the program. Tools are tailored by function, so participants always train on tools directly applicable to their day-to-day work.

  • How do companies measure whether AI training has worked?

    Edifai measures training effectiveness using a combination of pre and post-program assessments to establish a baseline of AI confidence and capability across the team. Post-assessments then measure the shift that participants can report against.

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