Corporate Training · For your teams

AI-fluent teams.

Not a seminar. A programme that runs on your live work: reconciliations, MIS, board decks, contracts. Your people leave with automations already running, and the fluency to build the next one themselves.

Book a diagnostic call How it works
Who we train
BFSIbanks, NBFCs and insurance teams
FinanceCFO offices, controllers, FP&A, tax
Opsshared services and operations teams
Leadersboards and leadership briefings
Brands we have worked with

The rooms
we have been in.

Corporates, banks and professional firms
PwC
KPMG
EY-Parthenon
Central Bank of India
NKSquared
Samarth Life Sciences
One Hand Clap
Universities, institutes and academies
Imarticus School of Finance and Business
Atlas SkillTech University
ICAI
ICMAI, the Institute of Cost Accountants of India
Zell Education
BELLS Institute of Higher Learning, Singapore
Imarticus Learning

Some programmes are delivered directly, others alongside partners such as Imarticus Learning and EClytics Consulting. Logos are shown to identify the organisations trained.

Selected engagements

What the work
actually looked like.

PwC Academy, with Imarticus

Lead trainer · 72 hours

GenAI for Professionals, a 24-session certification that takes working professionals in finance, IT, HR, operations and sales from complete beginner to building their own agentic workflows. Every topic is demonstrated in full, then rebuilt by each participant for their own role.

Central Bank of India

National · 6 hours per run

AI for Banking and NBFCs, rolled out nationally over repeat runs: fraud detection, credit risk assessment, KYC document review, transaction monitoring and regulatory research. Delivered alongside matching programmes for insurance teams, together reaching 10,000+ banking and insurance staff.

EY-Parthenon

New hires · Mumbai

Advanced Excel and financial modelling with AI for first-year consultants in EY Strategy and Transactions: data cleaning, Power Query, KPI logic and reporting, closing with Copilot in Excel and a drill on catching planted errors in AI output. Coordinated by EClytics Consulting.

KPMG, with Imarticus

Masterclass

AI-assisted financial analysis and modelling, from reading filings to running scenario analysis, for analyst programme batches.

NKSquared

Family office · 3 sessions

Claude for the investment team, hands-on on their own laptops and run end to end on a mock Series B deal: deal screening, a company research agent, data-room review, an SHA redline agent, and the investment memo. Closing with agents built on the Claude Agent SDK.

Samarth Life Sciences

Pharma · Full day

Generative AI for the finance function, built entirely on their own files: a seven-level prompting ladder, then four routes from Excel with AI to AI-written VBA, handed over as a 63-prompt library covering eleven live workings.

One Hand Clap

Creative agency · Mumbai

AI for finance teams, for a team already building its own dashboards. Built around reusable Claude skills rather than one-off prompts: a GSTR-2B versus purchase register reconciliation tested on real Tally data, and multi-entity trial balance consolidation across India, US and UK books.

Imarticus School of Finance & Business

BBA FinTech · Faculty · 80 hours

Quantitative Techniques and AI in Finance, a semester course of forty Learn and Apply sessions. Every session pairs the quantitative method with the AI tool that does it at work, so students are assessed on something that runs.

ICAI

Trainer · Speaker · Judge

AURA certification for 500+ CA students and interns across four Mumbai and Goa batches. The Thane Branch CPE programme on AI in finance and audit, both Day 2 sessions of the Vasai Branch AI series, panellist at the 39th Regional Conference before 5,000 members, and judge at the ICAI AI Hackathon.

ICMAI, Ahmedabad Chapter

Practising CMAs · Hands-on

Building Applications using AI, a hands-on session for practising cost accountants. Six use cases built in the room on the COST framework: a CVP and break-even simulator, a CAS-4 cost sheet generator in CRA-3 format, a variance analyser that writes its own commentary, job costing, an MIS dashboard, and cost audit applicability.

Atlas SkillTech University

BBA (Hons) · Mumbai

Alternative Investment Funds and ESG, taught with the AI workflows that do this work in practice: screening a universe of funds, reading a placement memorandum, pulling ESG data out of annual reports, and drafting a disclosure that stands up to review.

Zell Education

PG FinTech · 100 hours authored

Two complete postgraduate modules written end to end: AI and Machine Learning in Fintech, and InsurTech and Microinsurance. The second is built around exercises in which students with no programming background build three working applications with AI coding tools.

BELLS Institute, Singapore

Course author · 22 hours

AI-Powered Data Storytelling and Visualisation, a three-day WSQ course built on SGX market data: deck, learner guide, activity workbook, written assessment, portfolio case study and a Power BI model, with every activity traced to the national competency standard.

Imarticus Learning

Analyst programme · 19 hours

AI in Finance, an eight-class module for Financial Analyst Programme batches: prompting properly, analysing annual reports and investor presentations, extracting and checking financial data, and automating bank reconciliations.

How it works

Diagnose. Train.
Embed.

01

Diagnose

Week zero

We test where your team stands and map where AI genuinely fits your business. Not everywhere. A short AI Fluency diagnostic, then an honest readout of what to automate, what to train, and what to leave alone.

02

Train

Role-wise programmes

Live sessions on your real files: reconciliations, MIS, board decks, contracts. Every level has a path, from first prompt to building automations, and every session ends with something running.

03

Embed

After the training

We build the automations that stick, document them, and hand your team the keys. No lock-in, no black boxes. Capability that stays after we leave.

What your team learns

On your work,
not on toys.

Prompting that holds up at work Reconciliations at 10x speed MIS and board decks on autopilot Financial modelling with AI Live dashboards, no code Scheduled workflows and agents AI inside Excel and Power BI Data privacy ground rules Knowing when AI is confidently wrong
Formats

Pick your format

On-site bootcamp

One or two full days at your office. Intensive, hands-on, team by team, with automations shipped by evening.

Live virtual cohort

Multi-week programme over Zoom. Shorter sessions, homework on real files, and a measurable fluency gain between the first and last day.

Leadership briefing

A half-day for boards and leadership: what AI changes for your business, what it costs, what to do first. No hype, honest math.

Train and build

Training in parallel with custom builds. The moment a system goes live, your people already know how to run it.

Start with
a diagnostic.

A short AI Fluency check for your team, then an honest readout. If training is not the answer, we will tell you.

Learn AI · Lead Tomorrow · AiM ·