AI for Finance Teams
Month-end, P&L reviews and expense sorting in a fraction of the time, with an approval step.
Who it’s for: Controllers, finance managers and AP/AR staff.
- Module 1 · ChatGPT · Beginner · ~7 min
Use AI at Work Without Leaking Client Data using ChatGPT
Someone in the office pastes a client’s email into ChatGPT to save five minutes. The email has the client’s full name, home address and new bank account numbers in it. Now those details sit in a chat on a personal account that may be used to train the AI.
- Module 2 · ChatGPT · Beginner · ~11 min
Analyze a Client's P&L Export
Upload a client's Profit and Loss Detail export to ChatGPT, catch duplicate bank-feed entries and uncategorized rows first, then get a monthly P&L summary, a chart and three takeaways for the client review.
- Module 3 · ChatGPT · Beginner · ~12 min
ChatGPT: Month-End Bank Reconciliation in 20 Minutes, Not 3 Hours
Upload the bank statement and the books, let ChatGPT match every row and list the exceptions, then check the answer and paste a reconciliation summary into the month-end file.
- Module 4 · ChatGPT · Beginner · ~10 min
Analyze a Spreadsheet
Upload a CSV of sales to ChatGPT, have it check the data first, ask your questions, get a chart you can download, and finish with the three takeaways that matter.
- Module 5 · Foxit · Beginner · ~10 min
Review a Client Contract in 10 Minutes using Foxit AI
Skimmed contracts hide auto-renewals, late fees and liability caps. Upload one to Foxit Workspace, get a plain-English summary and every renewal and exit date, check them against the PDF, and hand your boss a one-page watch list.
- Module 6 · Claude · Intermediate · ~8 min
Use case: messy export to clean Excel workbook
Upload a messy sales export to Claude and get back a clean Excel workbook with a Data tab, a Summary tab built with formulas, and a chart, thanks to Claude's built-in Excel skill.
- Module 7 · n8n · Intermediate · ~12 min
AI Receipt Extractor
Drop a photo of a receipt into an n8n chat. An AI agent reads it, pulls out the date, vendor and amount, picks a category, and adds a row to Google Sheets.
- Module 8 · n8n · Intermediate · ~12 min
AI Expense Categorizer Agent
Build an AI agent for Maple Street Bookkeeping that sorts business expenses into categories, writes a short note for each and saves them to Google Sheets — chat trigger, AI Agent, system prompt, model, memory, and the Sheets tool.
- Module 9 · n8n · Advanced · ~14 min
Invoices from Your Inbox to Google Sheets, with Approval
Build an n8n workflow that reads each vendor invoice PDF from Gmail with AI, logs the vendor, invoice number and total in Google Sheets, and emails the owner an Approve button for anything over $1,000.