AI for Finance Teams: Reporting on Autopilot

Aki Wijesundara

AI Advisor | Google AI Accelerator Alum

Manu Jayawardana

AI Founder | Co-Founder & CEO at Krybe

Close faster — 2.5 hours back per analyst, every single week

Your finance team already has Claude access - but they're using it like a search engine, not a coworker. It sits in a browser tab while the real work - the reconciliations, the month-end close, the reports, the manual checks - still happens by hand. In four hours, on your team's own real numbers, that changes.

The math: teams that adopt AI properly run 25.1% faster on AI-suitable tasks - about 2.5 hours back per person, every week - which compounds into a 5.3× annualized ROI (Harvard Business School × BCG; U.S. BLS labor data). Break-even is ~28 minutes saved per person per week.

Proven on real teams. The same shape of session we ran for Modern Health, where Product, Ops, Design and Engineering each shipped a working build on their own data in a single day; MPB, 5× faster listing throughput; and Type B Digital, operator output lifted 2.5×.

One date, your whole team. Bring two people or twenty, no cap on numbers. Nobody experiments alone - everyone walks out on one setup and one shared way of working. Go native across the full close - reporting on autopilot, every output traceable.

Exact date and time are confirmed after enrolling. Questions first? Email us or book a call here.

What you’ll learn

Your team puts reporting, reconciliation, and forecasting on autopilot, grounded in your own numbers.

Turn raw ledgers and exports into a clean draft report in minutes
Write the commentary that explains the numbers, not just the tables
Keep every figure tied to your source data so nothing is invented

Spot mismatches and outliers across accounts before they become problems
Build a workflow that flags what needs a human eye and why
Cut the manual cross-checking that stretches every close

Ask plain-language questions of your data and get grounded answers
Build forecasts you can trace back to the assumptions behind them
A shared playbook so the team keeps reporting on autopilot after we leave

Workshop agenda

Before the day: Discovery call (1 hour, free)
We meet your finance team, review your reports and close process, and tailor the day to your tools and data.
Hour 1: Ground AI in your numbers
We set up AI to work from your real data so every output is traceable, not made up.
Hour 2: Reports and commentary
Turn a real export into a drafted report with the commentary that explains it, live in the room.
Hour 3: Reconciliation and checks
Build a workflow that finds mismatches and flags what a human needs to review and why.
Hour 4: Capstone on your data
Each group ships a working reporting or analysis tool on real numbers, then presents it to the room.
After the day: Office hour
A follow-up session to unblock the team as the tools move into the monthly close.

Learn directly from Aki & Manu

Aki Wijesundara

Contact

AI Advisor | Educator | Google AI Accelerator Alum

Manu Jayawardana

Contact

AI Founder | Co-Founder & CEO at Krybe | Co-Founder of Snapdrum

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Who this workshop is for

Finance leaders who want a faster close without sacrificing accuracy.
Analysts and accountants spending the month buried in reports and reconciliations.
Founders watching the numbers who want reporting that runs without the manual grind.

What's included

Live sessions

Learn directly from Aki Wijesundara & Manu Jayawardana in a real-time, interactive format.

One booking covers your whole team

No need to buy a seat per person. After you book, we schedule the session around your team's timeline, and you can bring as many people as you like, with no cap on team size.

Free 1-hour discovery call

We map the reports and reconciliations that slow your close before the day begins.

4 hours of hands-on teaching

Live building on your real numbers and reports, not generic demos.

A capstone reporting tool

Your team ships a working tool on real data and presents it by end of day.

A finance reporting playbook

The prompts, checks, and workflows your team uses to keep reporting on autopilot.

Follow-up office hour

We unblock the team as the tools settle into the monthly close.

Maven Guarantee

Your purchase is backed by the Maven Guarantee.

Testimonials

Engineers improved the real systems they ship every day, and left with production-ready Claude integrations and a reusable AI playbook.
WireApps
AI-first engineering agency, 50+ engineers. Six-week cohort.
In a single on-site day, Product, Ops, Design and Engineering each shipped a working build on their own real data, using Claude Code and MCP.
Modern Health
Global mental health platform (Lyft, EA, Ancestry). On-site workshop.
A two-day cohort delivered 5x faster listing throughput and 14 production tools shipped on the team's own systems.
MPB
The world's largest used-camera marketplace. Two-day cohort.
Over a five-day cohort the team shipped 8 client-ready automations and lifted operator output 2.5x.
Type B Digital
Strategy consultancy. Five-day cohort.
I sent my team through this training for upskilling, and the results have been remarkable. Within weeks, they became much more efficient at building automations and deploying AI agents at work. This program bridges the gap between theory and practice and it’s had a real impact on our productivity.
Aamir Faaiz
CEO of Bayseian
The AI training approach is outstanding. Our team learned to build practical AI solutions that we could implement immediately in our educational platform. The hands-on methodology made complex AI concepts accessible to our entire development team.
Kavi T.
CEO of Tilli Kids / Stanford PhD