Practical AI & automation training for finance teams
Spend less time
producing the numbers.
More time thinking about what they mean.
We help CFOs, Finance Directors and finance teams reduce repetitive work, speed up reporting and create time for more valuable commercial thinking through practical, hands-on AI and automation training.
WHAT WE AUTOMATE
Give your finance team time back
Reduce the time spent on repetitive, manual work so your team can focus on analysis,
insight and supporting the business.
Manipulating spreadsheets
Stop wasting hours cleaning and
reshaping data.
Recurring reports
Automate reports that take the
same steps every month.
Repeating analysis
Turn repeated analysis into simple,
reusable processes.
Reconciling information
Bring data together faster across
multiple systems and sources.
Management packs
Produce board packs more quickly
and consistently.
Forecasting manually
Reduce time spent building and
updating forecasts by hand.
Searching documents
Find the information you need
across policies, contracts and
reports.
Repetitive questions
Use AI to handle common finance
questions and requests.
THE IMPACT
What could your team achieve?
Practical skills. Real outcomes. A more efficient, higher value finance function.
Faster reporting
Produce accurate reports in a fraction
of the time.
Better analysis
Spend more time on insight and less
time on data preparation.
Faster forecasting
Build and update forecasts more
quickly, with greater confidence.
Less repetitive work
Automate manual and low-value tasks.
Better management
information
Create clearer, more useful
management packs.
More time for commercial
finance
Focus on supporting the business and
driving better decisions.
OUR COURSES
Choose the right finance training for your team
Practical, hands-on courses designed for real finance team challenges.
AI & Automation for Finance
Get to grips with the practical
application of AI and automation in
finance.
AI for Excel & Financial Analysis
Use AI to work faster and smarter in
Excel, from data prep to analysis.
Management Reporting &
Board Packs
Create higher quality management
information and board packs in less
time.
Forecasting & Modelling
Build more robust, flexible forecasts
and models with the help of AI.
Finance Workflow Automation
Automate finance processes and
reduce manual work across your tools
and systems.
AI Governance for Finance
Understand the opportunities, risks and principles for using AI safely in finance.
Need something more tailored?
Custom Training
We design custom digital transformation training around your team, systems and business priorities, covering AI, automation, data and process improvement. Tell us what you want to improve and we will build a practical programme focused on creating measurable business value.
HOW IT WORKS
Bring your own finance processes
Our training is practical and tailored to your real world.
Bring your own processes, data and challenges so you can apply
what you learn immediately.
Reporting processes
Spreadsheets
Forecasting
Management
information
Recurring finance
tasks
Systems and data
Support after the training
Put your learning into practice with our implementation timebanks.
Get expert support after the training to help you apply what you’ve
learned, overcome challenges and deliver real results in your
organisation.
Training funding
Funding options may be available for eligible organisations.
Give finance more time
to think.
Build the skills, automate the routine and create space for what really matters.
COURSE FORMAT
Flexible delivery
Training can be delivered:
Online
At your premises
At Sci-Tech Daresbury
As an individual session or combined programme
Typical session length:
2 hours
Experience level:
No previous experience required
Group size:
Individual or team delivery
OUR PEOPLE
Work directly with senior experts
Experienced finance, commercial and technology professionals — not a junior implementation team. Here’s who you’ll work with, and the results they’ve delivered.
Selina Kirkham
CFO | Chartered Accountant
20+ years in finance creating value and driving growth. Helping scaling and investor backed businesses reach their full potential. Expert in process improvement, systems/ERP transformations using the latest technologies. Focusing on Data-led insights to improve decision making and enable organisations to align through greater data visibility and KPIs.
CASE STUDY
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Result placeholder, e.g. 40% less reporting time
Jason Sammon
CTO | Full Stack Developer | Trainer
Jason brings 30 years’ experience in software development, digital transformation and platform integration. He turns complex technology into practical solutions, connecting systems and automating workflows to help businesses work more efficiently. As a qualified technology trainer, he helps teams build confidence in software, AI and data analytics, translating technical possibilities into everyday business improvements.
CASE STUDY
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Result placeholder, e.g. 40% less reporting time
Trudie Newhouse
AI Cyber Security and Compliance Consultant
Trudie brings more than 16 years’ experience as an ISO consultant and lead auditor, helping organisations grow safely and efficiently. She aligns business strategy, management systems, AI governance and cyber security to support confident technology adoption. Her practical approach helps teams strengthen compliance, manage risk and embed clear processes that support sustainable growth and operational resilience.
CASE STUDY
Winget Group
Strengthening manufacturing processes through management systems
Lesley Butchard
Executive Coach and ICF Team Coach
Lesley helps leadership teams navigate change and transformation with clarity, confidence and high performance. With 25 years’ experience as a corporate executive in high-pressure, target-driven environments, she brings real-world leadership credibility together with psychology-backed coaching.
CASE STUDY
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Result placeholder, e.g. 40% less reporting time
AJ Karwa
Finance & FP&A Director; M&A vendor support
AJ is a finance director and M&A adviser who helps scaling companies through periods of high growth, consolidation and exit bringing over 25 years of experience to bear. AJ specialises in vendor-side M&A and FP&A support, building governed, reliable financial and business data that stands up to buyer due diligence and supports a well-run exit process.
CASE STUDY
Case study title placeholder
Result placeholder, e.g. 40% less reporting time
Want to talk to the team?
Tell us where your business is losing time, money or opportunity — we’ll tell you honestly whether we can help.
Looking for something else?
More time to think.
Finance Automation Training
Automate finance processes and improve
financial visibility.
More time to sell.
Sales Automation Training
Increase selling capacity and improve
sales performance.
More time to improve the business.
Workflow Automation
Reduce administration, cost and
inefficient workflows.
Need something custom?
Run it at your offices or online on a date that suits you.