Asif Masani

Director, FP&A Professionals Institute (FPI)

Cohort 1

Go from "I should use AI" to running real AI-powered finance workflows in Excel across ChatGPT, Claude, and Microsoft Copilot.

Director at FPA Professionals Institute

Citi Bank

Coursera

Pfizer

AI didn't replace finance. It rewrote it. And the gap between finance pros who use it daily and those who don't is widening every month.Every CFO is asking what their team is doing with AI. Every job description is starting to list "AI fluency" as a requirement. Every generic AI course teaches you concepts you can't apply on Monday morning. The result: most finance pros know they need to use AI, but nobody has shown them how for the work they actually do, in the tool they already live in.That's the gap this course closes.Across four 90-minute sessions, You'll use all three major AI tools Chat GPT, Claude, and Microsoft Co-pilot side-by-side on real finance work. Cleaning trial balances. Extracting data from PDFs. Building variance reports and reconciliations. Generating commentary in your voice. By Session 4, you'll have assembled a complete AI-enhanced finance workflow and a personal prompt library of 50+ tested prompts you can use Monday morning.This isn't another "AI" course. It's the practical, Excel-native, finance-specific AI training that should already exist but doesn't.

Every CFO expects AI fluency. Nobody's teaching finance pros how to do it.

Automate the Excel grunt work that eats your week

Master ChatGPT, Claude, and Microsoft Copilot side-by-side

Build a complete AI-enhanced finance workflow you'll actually use.

You understand financial statements (P&L, balance sheet, cash flow)

Finance Fundamentals

Active subscriptions to at least 2 of the 3 AI tools we cover for  1 month. Each tool is used extensively. Estimated cost: approx. $40-$60

Access to ChatGPT Plus, Claude Pro, and Microsoft Copilot

You know basic Excel formulas and functions, and you've used Excel for at least one year at your job.

Basic Excel proficiency

FP&amp;A analysts and managers who burn hours weekly on data prep, variance reports, and forecasting and want to automate the grunt work.

Controllers and Senior Accountants running monthly close, looking for AI leverage on reconciliations, reporting packs, and data extraction.

Auditors who want AI to speed up workpapers, analytical procedures, and data testing without losing rigour.

Turn a 300-Page Annual Report Into Insights in 15 mins

From Messy Trial Balance to Financial Statements in 15 mins

What's inside

Get Claude running inside Excel in five steps, about two minutes. Built for finance professionals.

Asif Masani will help you save 10 hrs a week using AI in Excel

Asif Masani

Courses

AI-Powered Excel for Finance Professionals

Lightning Lessons

Turn a 300-Page Annual Report Into Insights in 15 mins

From Messy Trial Balance to Financial Statements in 15 mins

Resources

The 2-Minute Claude Inside Excel Setup Guide