AI-Powered Excel for Finance Professionals
Asif Masani
Director at FPA Professionals Institute
Every CFO expects AI fluency. Nobody's teaching finance pros how to do it.
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.
What you’ll learn
Go from "I should use AI" to running real AI-powered finance workflows in Excel across ChatGPT, Claude, and Microsoft Copilot.
Clean trial balances, ERP exports, and messy data in minutes with reusable prompts.
Extract structured data from PDFs. Bank statements, invoices, financial statements.
Reformat, summarise, and validate datasets with single-shot commands.
Learn each tool's distinct strengths and weaknesses in real finance contexts.
Apply a decision framework which AI for which finance task.
Use prompt patterns proven on FP&A, accounting, and audit data.
Bring your own use case: BvA, close reconciliation, audit schedule, or reporting pack.
Assemble the workflow across all three AI tools by Session 4.
Walk into Monday with a finished deliverable you can show your CFO.
Learn directly from Asif
Asif Masani
Director, FP&A Professionals Institute (FPI)
Who this course is for
FP&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.
Prerequisites
Finance Fundamentals
You understand financial statements (P&L, balance sheet, cash flow)
Access to ChatGPT Plus, Claude Pro, and Microsoft Copilot
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
Basic Excel proficiency
You know basic Excel formulas and functions, and you've used Excel for at least one year at your job.
What's included
Live sessions
Learn directly from Asif Masani in a real-time, interactive format.
Lifetime access
Go back to course content and recordings whenever you need to.
Community of peers
Stay accountable and share insights with like-minded professionals.
Certificate of completion
Share your new skills with your employer or on LinkedIn.
Maven Guarantee
Your purchase is backed by the Maven Guarantee.
Course syllabus
Week 1
Session 1: ChatGPT in Excel
Week 2
Session 2: Using Claude in Excel
Schedule
Live sessions
1-2 hrs / week
Projects
1 hr / week
Async content
1 hr / week
Frequently asked questions
Maven for Teams
Reimbursement
Get your company to pay
Everything L&D needs: email template, receipts, and certificate of completion.
Get reimbursedTeam discount
Learn with your teammates
Save 20%+ when 2 or more teammates enroll in the same cohort.
Save 20%+ with a teamPrivate cohort
Run a cohort for your org
A dedicated cohort with a custom schedule and curriculum, tailored to your team.
Book a private cohort$1,295
USD