AI Training

Finance team builds its own automations with Claude Code, without waiting on IT

The finance team at a mid-sized services company depended on a stretched IT backlog for even small reporting and reconciliation tools.

Services Company · Finance · Functional Team Program with Claude Code

Before
  • Month-end close took eight working days
  • Supplier and account reconciliations matched line by line in spreadsheets
  • Simple automation requests waited weeks in the IT queue
After
  • Month-end close completed in five working days
  • Reconciliations run through scripts the team wrote and maintains
  • Six internal automations built and owned by finance itself

What we did: A 5-day hands-on program on applied AI for finance, followed by guided build sessions in Claude Code, including tokenization and cost-efficient usage, so finance staff could build, test, and maintain their own automations safely.

8 → 5 daysMonth-end close
70%Less time on reconciliations
6Automations built by the team

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