| LEARN · PRACTICE · IMPLEMENT |
ADD-ON TO ANY SERVICE LINE |
One day. Your whole finance team. Real AI tools.
A full-day hands-on workshop for finance teams that want to understand — and actually use — AI.
Full day
2
Max 12
Your finance team knows AI is changing things. They just don’t know where to start, or whether to trust it.
WHAT CHANGES
Confidence to start using AI the very next day — not someday.
A clear map of opportunities in your own finance setup.
Practical experience — not just inspiration and slides.
THE DAY
How the day runs
THE DAY
What AI means for finance
Live examples, real tools, context-setting — so the afternoon makes sense and nothing feels abstract.
AFTERNOON
Hands-on practice
Your team works directly with Claude, finance agents, and workflow tools — guided by two Marble practitioners.
END OF DAY
Opportunity map and honest assessment
A structured output tailored to your setup — and a clear, honest view of where to go next.
WHO IT’S FOR
This is for you if…
You want a light-touch entry point before committing to implementation
Your team is curious about AI but not yet confident
You’re evaluating where AI fits in your finance function
You want your team inspired and equipped — not just informed
You’re not ready to hire an AI specialist, but you want to start somewhere
WHAT YOU GET
Deliverables
Full-day session at your location
We come to you — maximum team focus, minimum disruption.
Hands-on practice with Claude and finance agents
Not a demo — your team uses the tools during the session.
Opportunity map for your finance setup
A structured output mapping AI to your actual workflows.
2 senior Marble trainers
Practitioners who use AI daily in live finance environments.
Real finance examples throughout
Closing with AI, automated reporting prep, building a simple agent — grounded in finance, not generic AI content.
Honest assessment of gaps and next steps
Clear guidance on where to go from here, with no sales pressure.
“We were looking for someone who works quickly and practically, yet thoroughly, and speaks the same language. The consultants truly integrate into the team — they roll up their sleeves and get to work.”
Lesley Knaap — Head of Finance, Temper
Ready to go further?
AI Finance Operations puts a co-intelligent finance professional on your team ongoing