Built by a Chartered Accountant · For finance teams

Do in minutes what used to take hours.

A hands-on course that teaches finance professionals to run real accounting work with Claude AI — from trial balance to board pack to fully agentic workflows. Practical demos. Real finance data. Nothing theoretical.

Buy the course → See the curriculum
All levels · junior to exec Every finance function 50 ready-to-use prompts included
2 hours→
2 minutes
the same task, done with Claude
Course Author

Shafraz Rashad

Chartered Accountant (CA ANZ)
About the author — placeholder Add a short bio here: your background, years in finance, the functions and industries you've worked across, and why you built this course. This text box is ready for you to drop in your own copy.
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Who this is for

Built for every seat in the finance function

Whether you're closing the books, building the forecast, chasing a payment, or running treasury — there's a workflow in here with your name on it.

📊

Financial Reporting

Trial balance to full statements, disclosures, and board packs — drafted and cross-checked.

📈

FP&A

Budget vs actual, variance commentary, and forecasts that explain the "why," not just the number.

📒

GL Accountants

Reconciliations, journal prep, accruals, and month-end close — sequenced and validated.

📥

Accounts Payable

Invoice matching, duplicate detection, and exception triage — the agent flags, you approve.

📤

Accounts Receivable

Aging analysis, collection prioritisation, and draft chase emails tuned to each customer.

🏦

Treasury

Cash positioning, bank reconciliation, and liquidity summaries pulled together fast.

JuniorMid-levelSeniorManagerExecutive / CFO
Practical use cases

Real end-to-end finance tasks you'll actually run

Every lesson is a complete workflow on real-world finance data — not a toy example.

USE CASE 01

Trial Balance → Financial Statements

Drop in a raw trial balance and produce a full P&L, balance sheet, and IAS 7 cash flow — with the logic shown, ready to review.

Upload TB→Map accounts→Statements
USE CASE 02

Budget vs Actual Variance Analysis

Claude spots the variances, explains the drivers, and writes the commentary your reviewers can sign off on.

Actuals + budget→Flag movements→Narrative
USE CASE 03

Board Report in Minutes

Turn the numbers into a board-ready summary — KPIs, charts, and the story your CFO actually wants to read.

Results→KPIs + charts→Exec summary
USE CASE 04

Bank Reconciliation Agent

Match thousands of transactions, surface the breaks, and draft the reconciling items — you confirm the matches.

GL + statement→Match→Exceptions
USE CASE 05

Data Analytics on a Large GL

Query a massive general ledger in plain English — trends, anomalies, and live dashboards without a single formula.

Ask a question→Analyse→Visualise
USE CASE 06

Full Close Orchestration Agent

The capstone: an agent that runs the whole month-end chain end-to-end, pausing at each gate for your approval.

Trigger close→Run chain→You approve
Choose your course

Two ways to learn — pick your level

Start with the Fundamentals on Udemy, or go all the way with the Advanced course including the full Agentic AI track.

Option 1

AI for Accountants — Fundamentals

The core workflow: from trial balance through to board packs. Perfect for getting started fast.

▸ Hosted on Udemy
  • ✓Course Introduction & Structure
  • ✓Prompting with Claude
  • ✓Month-End Close
  • ✓Financial Statements using Claude
  • ✓Actual vs Budget Analysis
  • ✓Board Packs using Claude
  • ✕Claude Projects & Document Analysis
  • ✕Data Analytics & Claude in MS Excel
  • ✕Full Agentic AI track (Lessons 12–16)
  • ✕AP, Bank Rec, Reporting & Close agents
Buy on Udemy →
★ Most popular
Option 2

AI for Accountants — Advanced

Everything in Fundamentals, plus the complete Agentic AI track — build agents that run end-to-end finance work.

▸ Hosted on Thinkific
  • ✓Everything in Fundamentals
  • ✓Claude Projects Feature
  • ✓Data Analytics using Claude
  • ✓Document Analysis using Claude
  • ✓Claude in MS Excel
  • ✓Agentic AI Introduction
  • ✓AP Invoice & Bank Reconciliation Agents
  • ✓Financial Reporting Agent
  • ✓Full Close Orchestration Agent (capstone)
  • ✓Closing Wrap-Up + 50 prompt library
Buy on Thinkific →

The agent prepares. You approve.

Control stays with you — always.

Agent preparesAgent validatesAgent draftsYou approve & post ✓
Full curriculum

Every lesson, in detail

Seventeen lessons that follow a real month-end cycle and build into working AI agents. Tap any lesson to see what it covers.

In Fundamentals + Advanced Advanced only
01Course IntroductionBoth▾
Sets the scene: why AI is no longer optional for accountants, what you'll be able to do by the end, and the three things that make Claude a strong starting point — it reads long documents, it reasons, and it can act.
02Structure of the CourseBoth▾
A roadmap of the full month-end cycle the course follows — trial balance, FP&A, board packs, everyday tasks, Excel, and the agentic AI track — plus the 50 free prompts you'll receive at the end.
03Prompting with ClaudeBoth▾
The CGSFV framework — Context, Goal, Steps, Format, Validate — the prompt-design method used in every lesson. Learn to write prompts that produce reliable, review-ready finance output.
04Month-End CloseBoth▾
Walk through a structured month-end close: accruals, journals, and the sequence of close tasks — with Claude preparing and validating while you stay in control of what gets posted.
05Financial Statements using ClaudeBoth▾
Convert a raw trial balance into a complete set of statements — P&L, balance sheet, and an IAS 7 cash flow — with figures that tie arithmetically and the logic laid out for review.
06Actual vs Budget AnalysisBoth▾
FP&A in action: Claude flags the variances, identifies the drivers, and drafts clear variance commentary you can take straight into a review meeting.
07Board Packs using ClaudeBoth▾
Turn the numbers into a board-ready report — KPIs, charts, and an executive summary written in the language leadership actually wants to read.
08Claude Projects FeatureAdvanced▾
Set up Claude Projects to give your work persistent context — reusable instructions, knowledge, and files — so recurring finance tasks become faster and more consistent.
09Data Analytics using ClaudeAdvanced▾
Interrogate large datasets — like a sizeable general ledger — in plain English. Spot trends and anomalies and produce visual dashboards without writing formulas or code.
10Document Analysis using ClaudeAdvanced▾
Upload a heavy document — a hundreds-of-pages annual report or a long contract — and get a clean executive summary and performance analysis in moments.
11Claude in MS ExcelAdvanced▾
Bring Claude into your spreadsheets: write complex formulas (INDEX/MATCH, SUMIFS and more), fix broken ones, and clean up messy data — right where you already work.
12Agentic AI IntroductionAdvanced▾
What agentic AI really means for accountants. The key idea: RPA matches fields, AI agents match meaning — and why that changes how finance work gets done.
13Agentic AI — AP Invoice AgentAdvanced▾
Build an Accounts Payable agent that reads invoices, matches them, detects duplicates and exceptions, and drafts entries — flagging anything that needs your decision.
14Agentic AI — Bank Reconciliation AgentAdvanced▾
An agent that matches GL cash against the bank statement, surfaces the breaks, and prepares the reconciling items — you confirm the matches and approve the result.
15Agentic AI — Financial Reporting AgentAdvanced▾
A reporting agent that pulls the close together and prepares FP&A and management reporting outputs end-to-end, ready for your review and sign-off.
16Agentic AI — Full Close Orchestration AgentAdvanced▾
The capstone. Orchestrate the entire month-end close as a single agentic workflow — chaining reconciliation, reporting, and review while you approve at every gate.
17Closing Wrap-UpAdvanced▾
Bring it all together, plus your gift: 50 high-impact, ready-to-use Claude prompts built for accountants — each structured with the CGSFV framework from the course.
50

Ready-to-use Claude prompts, built for accountants

Your end-of-course gift. A battle-tested prompt library you can copy, paste, and run on day one — each one structured with the CGSFV framework taught throughout the course.

ReconciliationsVariance commentaryJournal entriesBoard summariesAP / ARTreasuryAudit prepExcel formulas
Get the Advanced course →

From trial balance to AI agent.

Walk away with one question running through your head every day: "What can I do with AI to make this faster?"

Choose your course → Review the curriculum