Notes
How finance teams put AI to work without anyone losing sleep.
Short pieces from the courses and the work behind them. The examples are real processes, with the names taken off.
September 11, 2026
The control model: how you let AI near the ledger
Every finance process a team automates is built the same way: input, transformation, output, human check. Here is what that means in a month-end reconciliation, and what you say when the auditor asks.
September 11, 2026
The process card: one page that is both the instruction and the control
Six lines describe any recurring finance task well enough for a tool to run it and a second person to reproduce it. The card is the prompt, and it is also the evidence.
September 11, 2026
What to automate first: the Tier 1, 2, 3 rule
Rank a finance team's recurring processes by volume, how rule-bound they are, and how close they sit to the book of record. The first two automations should be ones the auditor will never ask about.