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Full Day | Max. 16 Participants
Workshop Outcomes
- Identify which finance and administration tasks are genuinely suitable for AI assistance and which are not
- Apply AI to drafting, summarising, reconciling and checking work without compromising accuracy
- Build simple automations for invoice handling, approvals, reporting packs and recurring correspondence
- Apply appropriate controls, review points and audit considerations to AI assisted work
- Estimate the hours recoverable from a single process and design the change to capture them
Topics Covered
- Where AI helps and where it must not be trusted: the difference between drafting, checking and deciding
- Month end and reporting: summarising variance commentary, drafting narrative and preparing board packs
- Accounts payable and receivable: invoice extraction, coding suggestions, exception handling and chasing
- Reconciliation support, anomaly spotting and data cleaning across spreadsheets and systems
- Controls and audit: segregation of duties, review points, evidence trails and what auditors will ask
- Privacy and confidentiality when working with financial and payroll data
- Building the first three automations and measuring the time recovered
Location
- Willing to work remote
- Willing to work interstate
- Willing to work internationally
How can this workshop be delivered?
- Face to Face
- Virtual
Overview
Finance and back office teams carry an unusually heavy load of repetitive, deadline driven work: reconciliations, invoice coding, recurring reports, chasing approvals and rewriting the same commentary every month. It is exactly the work AI is suited to assist with, and exactly the work where a careless implementation creates real risk.
This workshop is written for people who are accountable for accuracy. Participants work on their own processes, learn where AI genuinely reduces effort and where it introduces unacceptable risk, and build practical automations for the tasks that consume the most time. Controls, review points and audit considerations are treated as part of the design, not an afterthought.
The facilitator is a former CPA who has spent three decades improving business performance through systems and process design, so the guidance reflects how finance functions actually operate rather than how technology vendors imagine they do.
Workshop Outcomes
- Identify which finance and administration tasks are genuinely suitable for AI assistance and which are not
- Apply AI to drafting, summarising, reconciling and checking work without compromising accuracy
- Build simple automations for invoice handling, approvals, reporting packs and recurring correspondence
- Apply appropriate controls, review points and audit considerations to AI assisted work
- Estimate the hours recoverable from a single process and design the change to capture them
Topics Covered
- Where AI helps and where it must not be trusted: the difference between drafting, checking and deciding
- Month end and reporting: summarising variance commentary, drafting narrative and preparing board packs
- Accounts payable and receivable: invoice extraction, coding suggestions, exception handling and chasing
- Reconciliation support, anomaly spotting and data cleaning across spreadsheets and systems
- Controls and audit: segregation of duties, review points, evidence trails and what auditors will ask
- Privacy and confidentiality when working with financial and payroll data
- Building the first three automations and measuring the time recovered
Who is this workshop for
Finance managers, financial controllers, accountants, payroll officers, accounts payable and receivable staff, business administrators and shared services teams. No technical background required.
Handouts/materials provided
Finance prompt library covering reporting, reconciliation and correspondence, control and review checklist for AI assisted work, automation opportunity worksheet, time recovery calculator (XLSX).
What to bring
A laptop and three recurring finance or administration tasks your team performs regularly, ideally with a sample of the documents involved. Please remove or mask any sensitive data before the session.
Facilitator
About the facilitator
Over more than 30 years, Razz has helped organisations improve performance through technology, marketing and business transformation, working with IBM, Westpac, The Salvation Army, Jefferies and Company, Computer Based Solutions and Kenneth Cole, alongside thousands of Australian small and medium businesses.
His focus is not AI for its own sake. It is workflow automation, business systems, productivity and process improvement, with AI applied where it genuinely improves the outcome. The method is deliberately problem-first: identify the repetitive, manual and low-value work, quantify what it costs, then select the technology.
That approach is grounded in commercial and delivery discipline. Razz is a former CPA, an accredited PRINCE2 project manager, a member of the Australian Marketing Institute and holds a Master of Teaching, so sessions carry the financial rigour of a finance function, the delivery structure of a project office and the instructional design of a qualified teacher.
His facilitation style is practical and hands-on. Participants work on their own processes, their own numbers and their own documents, and leave with working examples and measurable outcomes rather than theory.
His philosophy is straightforward: AI should remove friction, improve decision-making, and let people spend their time on work that is actually worth their attention.
Key Expertise
- AI Strategy and Business Transformation
- AI WorkflowAutomation and Process Improvement
- Marketing Strategy and Customer Growth
- Business Systems Design
- Digital Transformation
- Prompt Engineering and AI Adoption
Industry Focus
- Financial Services
- Government
- Professional Services
- Retail
- Not for Profit
- Technology
- Small and Medium Business
Based in:
About the facilitator
Over more than 30 years, Razz has helped organisations improve performance through technology, marketing and business transformation, working with IBM, Westpac, The Salvation Army, Jefferies and Company, Computer Based Solutions and Kenneth Cole, alongside thousands of Australian small and medium businesses.
His focus is not AI for its own sake. It is workflow automation, business systems, productivity and process improvement, with AI applied where it genuinely improves the outcome. The method is deliberately problem-first: identify the repetitive, manual and low-value work, quantify what it costs, then select the technology.
That approach is grounded in commercial and delivery discipline. Razz is a former CPA, an accredited PRINCE2 project manager, a member of the Australian Marketing Institute and holds a Master of Teaching, so sessions carry the financial rigour of a finance function, the delivery structure of a project office and the instructional design of a qualified teacher.
His facilitation style is practical and hands-on. Participants work on their own processes, their own numbers and their own documents, and leave with working examples and measurable outcomes rather than theory.
His philosophy is straightforward: AI should remove friction, improve decision-making, and let people spend their time on work that is actually worth their attention.
Key Expertise
- AI Strategy and Business Transformation
- AI WorkflowAutomation and Process Improvement
- Marketing Strategy and Customer Growth
- Business Systems Design
- Digital Transformation
- Prompt Engineering and AI Adoption
Industry Focus
- Financial Services
- Government
- Professional Services
- Retail
- Not for Profit
- Technology
- Small and Medium Business
Based in:
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