AI for Finance Leaders
From Reconciliation to Real-Time Insight
Choose Your Learning Format
Select the format that works best for your learning style and schedule
Course Modules
Module 1: AI in Financial Operations
See how AI automates reconciliation, journal entry, expense coding, and cash forecasting. Understand the time and accuracy gains.
Module 2: Real-Time Reporting & Analysis
Move from monthly closing cycles to real-time dashboards. Explore variance analysis, anomaly detection, and predictive accounting.
Module 3: Financial Planning & Forecasting
Use AI to run multiple scenarios, stress tests, and what-if analyses. Build rolling 13-week cash forecasts with accuracy.
Module 4: Audit, Compliance & Risk
Leverage AI for continuous audit, control testing, and regulatory compliance. Reduce audit scope and risk exposure.
Module 5: Building Your Finance Operating Model
Redesign your finance function around AI. Right-size your team, reset SLAs, and create a high-performance finance culture.
What You'll Learn
Automate 60%+ of transactional accounting work
Achieve real-time P&L visibility and analysis
Build cash and financial forecasts with AI precision
Create a continuous audit and compliance framework
Reduce month-end close timeline by 50%+
Design a modern finance operating model
What You Walk Away With
Finance Automation Blueprint + Process Redesign + Tech Stack
Your Instructor
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Ross Huartt
CEO, Founder 8 Advisory
RICS Chartered Surveyor and YPO member. Ross has personally guided 50+ AI engagements for operators across North America, with Edmonton HQ and Calgary presence.
- ✓ RICS Chartered Professional
- ✓ YPO Member
- ✓ 50+ AI engagements
Choose Your Format
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Self-Paced (with Claude tutor)
Modular video, written playbooks, and a Claude tutor for Q&A. Lifetime access.
$697
One-time payment
- ✓ Lifetime access
- ✓ AI-powered learning assistant
- ✓ Community forums
- ✓ Certificate of completion
1:1 Premium
Private sessions with Ross
$1997
Full access + personal coaching
- ✓ Everything in Self-Paced
- ✓ 3 private sessions with Ross
- ✓ Custom implementation plan
- ✓ Priority support
Questions about this course?
Reach out and we'll help you find the right format for your schedule and goals.