AI for Finance Teams: Reporting on Autopilot

Aki Wijesundara

AI Advisor | Google AI Accelerator Alum

Manu Jayawardana

AI Founder | Co-Founder & CEO at Krybe

AI for Finance Teams: Reporting on Autopilot

In one focused day, your finance team puts its reporting on autopilot, grounded in your own numbers. We open with a free discovery call to map the reports, reconciliations, and reviews that eat your month-end, then spend four hands-on hours building with Claude so AI drafts reports, checks the books, and answers questions from your real data. Using RAG to keep every figure tied to source data, your team turns raw ledgers into a clean draft report in minutes, writes the commentary that explains the numbers, and builds forecasting it can trace back to its assumptions.

The workflow also catches mismatches across accounts and flags what needs a human eye and why, cutting the manual cross-checking that stretches every close. Prompt engineering and light automation let plain-language questions of your data return grounded answers. By the end of the day each group ships a working reporting tool on real numbers, and you leave with a shared playbook plus a follow-up office hour to keep the tools accurate.

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.

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.

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