Workflow-Specific AI Training.

Boost skills to meet rising expectations

Strengthen compliance and responsible use judgement

Create repeatable, reviewable, governed processes

Prove measurable impact quickly

Put tools like Rogo and Samaya to work effectively

Build consistent prompting frameworks for finance tasks

Upskill your team

A valid name is required. A valid company email address is required, otherwise contact us here. This field is required.


Book a consultation

Our parent company, Wall Street Prep, may follow up on your query.

Better training, better analysts, better results.

Real Workflow Impact

Move beyond AI experimentation. We embed AI directly into financial modelling, analysis, reconciliation and reporting workflows, delivering measurable productivity gains.

Safe Adoption

Adopt AI without increasing risk. We strengthen responsible use judgement, regulatory awareness and reviewable processes, enabling confident use in regulated environments.

Role-Specific Capability

Generic AI theory doesn’t change behaviour. We deliver applied, finance-specific training aligned to real tasks in Banking, PE, Credit, Research and more.

AI training programs to support every function.

Structuring & Classifying Financial Data

Eliminate recurring data clean-up. Embed AI into Excel and Power Query to standardise transaction data, automate classification logic and create reliable, refreshable datasets for reporting and analysis.

AI Prompting for Finance

Turn AI into a practical finance tool. Equip your team with structured prompting techniques to support analysis, valuation and decision-making, improving output quality while maintaining full professional judgement and control.

Performance & Variance Analysis

Deliver clearer insights, faster. Use AI to identify material drivers, structure variance analysis and produce consistent, decision-ready commentary – reducing ad-hoc analysis and rework.

Reconciliation & Exception Analysis

Reduce manual matching. Focus on real issues. Apply structured matching logic and AI-assisted exception grouping to streamline reconciliations and prioritise meaningful breaks.

Automating Finance Workflows

Automate with control, not risk. Design rule-based finance workflows with embedded review points and governance – improving efficiency without sacrificing transparency or compliance.

Custom Programs

Have a specific technical finance challenge you would like to solve with AI, but not sure where to start? Let our team of expects find a solution, and then educate your team.

Still have questions?

Americas

+1 212 540 5590
150 West 30th St, Suite 200 New York, NY 10001

APAC

Singapore: +65 6964 7600
Hong Kong: +852 2456 5218
Units A-C 25/F Seabright Plaza, North Point, Hong Kong

EMEA

+44 203 355 5042
105-107 Farringdon Road, London, EC1R 3BU