AI for Finance Teams
Better People delivers AI training for finance teams, covering month-end commentary, board-pack narrative, forecast models and audit correspondence, with the checking discipline built into every workflow. Sessions run onsite or live online on the tool your organisation licences, priced per cohort from $5,000.
Our team has trained:
Why does generic AI training fall short for finance?
Finance work is checked, signed off and audited. That is exactly why most generic AI training does not fit a finance team, and why the people who would gain most from it are often the most cautious about using it.
Two things decide whether AI is useful in finance. The first is accuracy: a number that reads well and is wrong is worse than no number at all, so every output needs a way to be checked against the source. The second is data: ledgers, forecasts and payroll figures are exactly the material people are least sure they are allowed to put into a tool.
Generic sessions demonstrate a chatbot writing an email. Finance teams need to see AI working inside the spreadsheet, the board pack and the audit thread, with the review step treated as part of the workflow rather than a disclaimer at the end.
Where this shows up in the room
Drafting month-end variance commentary from the Excel model, with every figure traced back to its cell
Turning board-pack numbers into a first-draft narrative the CFO can edit rather than write
Building and stress-testing a forecast or scenario model inside Excel
Asking plain-English questions of a Power BI or Looker dashboard, and checking the answer
Pulling the open questions out of a long email thread with auditors, and reviewing a contract or policy in place
How a session runs
These are not slideshow sessions. Participants bring laptops and use them for most of the time they are in the room, or on the call. They run the demos on their own tool, compare what different people got from the same starting point, and rework the prompts until the output holds up.
The demos use your own material where it can be used: your reporting templates, your board-pack structure, your chart of accounts, with figures fictionalised wherever the real ones cannot leave the building. That includes showing a confident answer that is wrong, because watching a model invent a variance explanation is what makes the checking habit stick.
What changes after the training
The outcome we design for is confidence. Not enthusiasm and not tool trivia, but a finance team comfortable using AI on real work and clear about where the line sits.
- ✓
Commentary and narrative start as a draft from the model, not a blank page
- ✓
Every AI-produced number is traced back to the source before it goes anywhere
- ✓
People know what financial data may and may not go into a tool
- ✓
Prompts for recurring reports are saved and shared, not rebuilt each month
- ✓
Finance leaders can review AI-assisted work with the same rigour as any other
Want this built around your team?
A 30-minute call to scope the format, the tools and the group.
How it is delivered
Workshop
From $5,000 + GST
- Best for
- One team, one tool, a defined gap
- Shape
- Half day per level
- Lead time
- Usually a few weeks
- You keep
- Materials and the prompts built in the session
Custom program
From $5,000 + GST
- Best for
- A rollout across roles or sites
- Shape
- Designed around your workflows
- Lead time
- Four to eight weeks
- You keep
- All curriculum, materials and assessments
Both formats are priced per cohort, not per seat. Prices are AUD, excluding GST. Travel is billed at cost.
Built by practitioners
The people running your session have been AWS instructors and Canva learning designers, and have delivered this training inside enterprise teams at Westpac, CommBank and Telstra. Finance teams sit in most of the cohorts we train, usually alongside legal, procurement and admin, because they share the same document and reporting workflows.
Who delivers this training
Garret Blankenship, Co-founder
Co-founder of Better People. 15+ years building AI and cloud systems at AWS and Canva. Develops training courses for Databricks and holds four Databricks certifications.
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Read →Common questions
Is it safe to put financial data into an AI tool?
That depends on the tool and your licence. Business plans such as Microsoft 365 Copilot, Gemini for Workspace, ChatGPT Enterprise and Claude Team or Enterprise come with commercial data protections that free consumer tools may not. We confirm what your organisation has approved in discovery and teach to your policy, so people know exactly what can go in.
Can AI build or check our financial models?
It can draft formulas, build scenarios and explain trends inside a live workbook, which saves real time. It cannot be trusted to be right unchecked, so the session teaches people to verify every output against the source before it is used.
Which tools do you cover for finance teams?
Microsoft 365 Copilot in Excel, Word, Outlook and Teams is the most common, along with Copilot Chat, Google Gemini, ChatGPT and Claude. We train on whichever tool your team already has.
How much does AI training for a finance team cost?
From $5,000 + GST per cohort, with no headcount limit. A second level booked together, such as AI Fluency plus Practical AI, is $9,500 + GST.
What if our finance team is only a few people?
We group small teams with others who share the same kind of work, usually legal, procurement and admin, so every demo still fits and the cost is shared across the room.
Do you cover AI-enabled fraud?
Yes, in a separate session. Finance teams are a prime target for deepfake and invoice-redirection scams, and our AI Scam and Deepfake Awareness training covers how they work and how to verify a request.
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