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FinanceWorkRoom

✦ Free certification

Learn AI for finance.
Use it with confidence.

Short video courses for FP&A, accounting and controllership: the exact prompts, real finance examples, and how to check every number AI gives you.

Start watching without signing up. Learn at your own pace.

01 / Foundations / Lesson 01Claude for Excel: What is it and what can it doThe opening lesson of AI in Finance: Start Smart.
AI in Finance: Start SmartLesson 1 of 9 · 4 min
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Become the finance professional who knows how to use AI, and when not to trust it.

3 free coursesNo credit card requiredContent developed with Datarails · Presented by Finance Workroom Academy

Explore the academy

Three courses. One place to start.

Choose a course that fits your work. New to AI in finance? Start with the foundations.

01 / FoundationsStart with the right tools.

★ Recommended starting point

AI in Finance: Start Smart

AI is changing finance fast. This course gives you the foundation to use it with confidence. Learn which tools matter, what they’re actually good at, and how to get useful results without putting your numbers at risk.

9 lessons50 min of videoFree
Start lesson 1 — free
  • Claude for Excel: What is it and what can it do
  • Garbage in, garbage out: Why clean data comes before AI
  • Which Claude do you need? Web, Chrome, Cowork, or Excel
  • Stop googling formulas. Describe what you want instead
02 / WorkflowsPut AI to work.

For applied finance work

Putting AI to Work in Your Finance Function

Move beyond experimenting with AI and start putting it to work. Build financial models from raw ERP data, turn numbers into board-ready narratives, automate recurring work, and create workflows your team can actually use.

8 lessons38 min of videoFree
View first lesson
  • From blank page to board-ready narrative with Claude
  • Turn your raw ERP export into a financial model with Claude
  • Connectors, skills, and plugins: make Cowork work your way
03 / DataUnderstand the foundation.

For data & business context

Data First: Preparing Finance for AI

Getting an AI answer is easy. Getting the right answer, every time, is much harder. Learn why raw finance data creates unreliable AI and what you need to turn AI from a clever assistant into something your finance function can depend on.

4 lessons20 min of videoFree
View first lesson
  • Beyond chat — agents, MCP, and finance automation
  • Same prompt, different P&L: the hidden risk of raw GL data
  • Why variance analysis with Claude alone falls short

What makes this different

AI can spot a variance.
Finance has to explain it.

AI might correctly identify the difference between budget and actuals — then invent a reason for it. Learn a practical review method that separates the calculation from the evidence.

It’s the difference between a plausible-sounding answer and work you can stand behind.

See how it works →
Monthly expense reviewIllustrative example · $000
ExpenseBudgetActualVariance*
Payroll120124+4
Software1518+3
Travel108−2

✓ What the data proves: Software spending is $3k over budget.

*Actual minus budget. Illustrative example.

Something to show for your learning

Learn the skill.
Earn the certificate.

Complete a course and its assessment to receive a Finance Workroom Academy certificate of completion.

  1. Watch the short lessons at your own pace.
  2. Complete the course assessment.
  3. Receive your completion certificate.

Course completion certificates are not accredited professional qualifications or CPE credit.

Finance Workroom Academy

✦

Certificate of completion

AI in Finance: Start Smart

Presented to

Your Name

Course completed · Assessment passed

For finance leaders

Training your team? We can help you plan it.

Tell us about your team and goals, and we’ll help you map the courses to your finance function.

Same free account as your workspace.

Team progress

Example finance team · 4 members · 1 certified

Illustrative preview · Coming soon
MemberStart smartAI at workData first
Dana M.Controller
Certified ✓
60%
Not started
James R.FP&A Manager
75%
Not started
Not started
Priya S.Senior Analyst
40%
Not started
Not started
Tom K.Accountant
Not started
Not started
Not started
Bars show course progress✓ Certified after course requirements are met

Before you begin

A few things worth knowing.

Do I need to sign up to watch the first lesson?

No. Lesson 1 plays without an account. Create a free account when you want to save your progress and receive a certificate.

Are the courses and certificates really free?

Yes. The courses, assessments and completion certificates shown here are free, with no payment card or trial required.

Which course should I start with?

If you're new to AI in finance or want a structured approach, start with AI in Finance: Start Smart. For practical tasks, choose Putting AI to Work in Your Finance Function. For data readiness, choose Data First.

Will I need to upload company financial data?

No. You can learn with sample financial examples and do not need to upload company data to watch the lessons.

How long does it take?

The three courses have approximately 50, 38, 20 minutes of video respectively. Exercises and assessments may take additional time.

Is the certificate accredited?

No. It confirms completion of a specific FinanceWorkRoom Academy course and its assessment. It is not CPE credit or an accredited professional designation.

Your first step

Four minutes is a good start.

Watch the opening lesson for free. No signup needed to begin.

▶ Start lesson 1 — free