For finance teams ready to move

Your finance team.
Augmented by AI.
Responsibly.

A 4-week programme that takes CFOs and their teams from "we should try AI" to running real workflows on Claude — with the guardrails that make it safe to actually use.

Join the waitlist — first cohort is limited
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No spam. One email when the cohort opens.
4 Weeks
3 Live workflows built
100% Built on Claude
Online + on-site Format
Who it's for
CFOs and finance directors
Who want their team to stop wasting hours on mechanical work and start producing sharper analysis, faster — without depending on IT to make it happen.
FP&A, accounting & treasury teams
Who are already curious about AI but don't know where to start responsibly — or who've experimented alone and want a structured, shared approach.
Scale-up finance functions
Typically SaaS, e-commerce, or professional services — where speed and accuracy both matter, and the finance team is expected to run lean.
Not for you if...
You're looking for a generic AI literacy course, or you want to automate without understanding the risks first. This programme is built on precision, not hype.
The programme

Four weeks. Three modes: showcase, guardrails, build. Then a system that keeps improving after we leave.

WK 01
"This changes everything" — Use Case Showcase
Online · 90 min · watch-and-react
  • 6 live demos tailored to your actual job: variance commentary, board memo, FX exposure summary
  • "Before vs After" — we show the old way, then Claude doing it in 90 seconds
  • Homework: try Claude on one real task before Week 2, bring your result
Online
WK 02
"When to trust it, when not to" — Responsible Use
Online · 90 min · discussion-heavy
  • Where Claude excels: synthesis, narration, drafting, pattern spotting, formula building
  • Where Claude fails: live data, audit-trail tasks, regulatory sign-off, precise arithmetic
  • Data hygiene rules: what never goes in, how to anonymise, enterprise vs personal accounts
  • The CSI-FBI prompting framework — the system that makes outputs reliable
Online
WK 03
On-site workshop — Build Your Own Workflows
On-site · 3 hours · sub-team breakouts
  • The 5-Step Analysis Workflow: Verify → Propose → Calculate → Visualise → Narrate
  • Breakouts by function: FP&A, Accounting, Treasury — each builds 1 documented Claude Project
  • Configure Claude Projects with system prompts, knowledge docs, and example outputs
  • Everyone leaves with a workflow they can run solo on Monday morning
On-site
WK 04
"Lock in the culture" — Knowledge Sharing System
Online · 60 min + async tasks
  • Launch a #finance-ai-wins channel with 3 pinned rules and a use-case template
  • Use-Case Template: Problem → Prompt → Output → Time Saved
  • Designate 2 AI Champions per sub-team — they answer questions within 24h
  • 30-day challenge: 1 shared use case per person before the first Lunch & Learn
Online
After
Bi-weekly Lunch & Learns + Quarterly Hackathons
45 min · rotating presenters · tracked metrics
  • 20 min live demo of a real use case + 20 min Q&A, rotating by sub-team
  • Metrics tracked: time-to-first-insight, forecast cycle time, manual steps eliminated
  • Quarterly: each sub-team builds one new Claude Agent (2h hackathon format)
Ongoing
What AI is good for in finance — and what it isn't
✓ Where Claude genuinely helps
  • Month-end close support — consolidates data across entities, flags discrepancies, and drafts the financial summary narrative
  • Invoice accuracy checks — cross-references contract databases against issued invoices to verify amounts, dates, and terms
  • Anomaly detection and commentary — scans reporting data for patterns that deviate from budget, prior period, or peer benchmarks
  • Synthesising board packs and CIMs — turns hundreds of pages of data room documents into deal-ready summaries
  • Drafting investment memos and IC presentations — structures raw analyst notes into institutional-quality narratives
  • Covenant and debt document interpretation — answers "what does this clause actually mean?" across credit agreements and SPAs
  • Forecasting assumption drafts — generates first-pass scenarios from historical context for teams to pressure-test
✗ Where AI cannot be trusted unsupervised
  • Accessing live market data, current multiples, or cap table figures without a verified connector
  • Producing audit-ready outputs — every financial conclusion needs human sign-off
  • Regulatory filings, statutory accounts, or tax submissions
  • Precise covenant or waterfall calculations where rounding has legal consequence
  • Making investment decisions autonomously — it accelerates experts, not replaces them
  • Any task involving raw confidential client data or MNPI without proper data governance
  • Fairness opinions, valuation sign-offs, or any output requiring a licensed professional signature
Format
4
Weeks
Three online sessions plus one full on-site workshop at your office. Designed around busy finance professionals — no all-day classroom sessions.
≤15
People per cohort
Small enough for real participation. Large enough to run meaningful sub-team breakouts by FP&A, Accounting, and Treasury.
100%
Built on Claude
One tool. One learning curve. No ecosystem confusion. We go deep on Claude specifically — including Projects, custom agents, and prompt libraries.
What your team leaves with
✓
Claude accounts + data rulesSet up correctly, with clear policies on what goes in and what doesn't.
✓
3 working sub-team workflowsFP&A, Accounting, and Treasury — each with a configured Claude Project and documented prompt library.
✓
AI Champion network2 champions per sub-team who keep the momentum alive and answer questions within 24h.
✓
Shared use-case libraryA living channel where wins are documented with the Problem → Prompt → Output → Time Saved template.
✓
Bi-weekly L&L cadenceA recurring session structure that keeps the team learning from each other long after the programme ends.
✓
Guardrails, documentedWritten responsible-use guidelines your team can actually follow — not a 40-page policy no one reads.
Why trust us

This programme wasn't designed in a classroom. It was built from 80+ conversations with CFOs who told us exactly where AI implementations fail — and what it takes to make them stick.

80+
CFO & Finance Leader conversations
We spent the past year talking directly with finance leaders across SaaS, e-commerce, and professional services — mapping where AI creates real value and where it creates real risk.
Big 4
Backgrounds
The team behind this programme trained at EY and Deloitte. We understand how finance functions actually work — the reporting cycles, the audit requirements, the pressure on accuracy.
2-in-1
Advisory + product
incro is a boutique financial advisory firm. CFO Studio is an AI-native financial analysis platform. This bootcamp is where both converge — practitioner knowledge, production-grade tooling.
Built by the founders of
incro
Boutique financial consulting
CFO Studio
AI-powered financial analysis platform

30 days.
That's all it takes
to shift the culture.

The first cohort is small and selective. If your team is ready to move from curiosity to capability, reserve your spot now.

Join the waitlist
✓ You're on the list. We'll be in touch shortly.
Something went wrong — please email us at [email protected]
No spam. One email when the cohort opens.
Questions? Reach us at
[email protected]