Process discovery
Identify high-effort finance tasks, recurring exceptions, close-cycle pressure and reporting bottlenecks.
ENTERPRISE AI CAPABILITY PROGRAM
AI for Finance
Help finance teams improve productivity, reconciliation, reporting and control through applied Microsoft 365 Copilot, Copilot Agents, Claude Skills and governed finance automation.
8-hour applied workshop Read-only-first automation Human approval built in
8 hoursApplied workshop format
15Mapped finance use cases
8Quick-win opportunities
30 daysImplementation action plan
PROGRAMS IN ACTION
Show finance teams working through real scenarios.
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PROGRAM PURPOSE
Finance work moves from manual effort to reviewable intelligence.
The program connects everyday finance productivity with reconciliation, treasury, taxation, reporting and transaction workflows. Teams learn how to structure source-grounded AI tasks, investigate exceptions, design repeatable agents and preserve maker-checker controls, audit trails and finance ownership.
CONFIGURED FOR YOUR FINANCE FUNCTION
We start with workflows, controls and available systems.
The workshop is configured around the client’s finance operating model, approved tools, data access, ERP or Tally environment, recurring reporting cycles and policy boundaries.
Data readiness
Review file structures, masters, identifiers, reference quality and access to approved source data.
Control mapping
Define maker-checker responsibilities, tolerance rules, approval gates and audit expectations.
Curriculum design
Select datasets, demonstrations and exercises relevant to Accounts, Treasury, Tax, MIS and CFO teams.
Outcome baseline
Agree learning, adoption, cycle-time, exception-quality and pilot-readiness measures.
What changes by client
ERP and finance systems, chart of accounts, transaction types, policy rules, tax processes, reporting templates, approval matrix, datasets and selected use cases.
What remains consistent
Source verification, human review, confidentiality, auditability, controlled access, exception handling and clear implementation ownership.
FLAGSHIP OUTLINE
Eight modules.
One applied finance journey.
The full-day format combines finance-specific prompting, Microsoft 365 Copilot, Copilot Projects and Agents, Claude Skills, Tally integration, reconciliation labs and implementation planning.
AI for Finance and Responsible Use
Build a common foundation across AI, GenAI, agents, Skills and Plugins. Classify tasks by risk and define data, review and approval boundaries.
Prompt Engineering for Finance
Use RICF to create reusable prompts with accounting rules, calculation logic, tolerances, output formats, missing-data checks and validation instructions.
Microsoft 365 Copilot for Finance Productivity
Analyse finance data in Excel, summarize Teams and Outlook content, draft control documents and convert monthly reviews into CFO-ready presentation narratives.
Copilot Projects and Finance Agents
Create recurring finance workspaces and design controlled agents for AP exceptions, SOP guidance, reconciliation investigation, MIS queries and tax knowledge.
Claude Skills, Plugins and Cloud Tally
Package repeatable finance logic into Skills, connect approved enterprise sources and map a read-only-first Tally-to-AI workflow.
Reconciliation, Treasury and Control Automation
Apply structured matching and exception analysis to ledger, bank, GSTR-2B, Form 26AS and loan-interest validation workflows.
Transaction, Reporting and Compliance Automation
Map invoice booking, payment allocation, receipt entry, Schedule III mapping, RPT tagging, dashboards and SOP governance.
Finance AI Implementation Roadmap
Select one workflow per function and define inputs, output, controls, owner, KPI and the next 30-day action.
FINANCE AUTOMATION PORTFOLIO
Real finance processes become the learning material.
The use-case library is based on the supplied Finance Automation Use Case Register. Each workflow includes the business problem, required inputs, proposed automation, expected outputs and approval controls.
FINANCE & ACCOUNTS01
Ledger Reconciliation
Match one-to-one, one-to-many and partial settlements; classify unmatched balances; prepare variance reasons and an audit trail.
TREASURY02
Bank Reconciliation
Match bank statements with ERP bank-book entries and detect charges, interest, duplicates, unidentified transactions and timing items.
ACCOUNTS PAYABLE03
Purchase Invoice Booking
Extract invoice data, validate PO and GRN records, identify duplicates and prepare controlled draft-entry support.
ACCOUNTS PAYABLE04
Vendor Payment Allocation
Allocate bill-to-bill payments across invoices, deductions, advances, TDS, debit notes and partial settlements.
ACCOUNTS RECEIVABLE05
Receipt Entry from Advice
Extract payment advice, match customer and invoice records, route LD cases and produce an unapplied receipt report.
INDIRECT TAX06
GSTR-2B Reconciliation
Compare GSTIN, invoice values and tax components to identify missing invoices, duplicate claims and vendor compliance gaps.
DIRECT TAX07
Form 26AS Reconciliation
Match parties and PANs, validate sections and periods, and prepare missing-credit and mismatch follow-up registers.
TREASURY08
Loan Interest Validation
Calculate expected interest from balances, rates and reset dates; compare bank charges and flag excess or penal interest.
FINANCIAL REPORTING09
Schedule III Mapping
Map trial-balance accounts to a controlled disclosure hierarchy and surface classification and roll-forward exceptions.
COMPLIANCE10
Related-Party Tagging
Use approved masters and entity relationships to tag transactions and surface unclassified-entity alerts.
CFO OFFICE / MIS11
Financial Dashboards
Bring revenue, EBITDA, working capital, cash flow, borrowing, interest, variance and compliance exceptions into one view.
GOVERNANCE12
SOP Review and Reminders
Manage controlled SOPs, review outdated or conflicting instructions and automate ownership, version and review reminders.
FEATURED RECONCILIATION LAB
From raw transactions to an audit-ready exception queue
Participants standardize source files, apply deterministic and fuzzy matching logic, investigate exceptions and produce a concise management summary.
Prepare → Match → Classify → Investigate → Review
FEATURED INTEGRATION LAB
Controlled Cloud Tally-to-AI workflow
Teams design a governed path from approved Tally exports or APIs to Claude Skills or Copilot analysis, keeping finance approval before any posting or write-back.
Extract → Analyse → Reconcile → Finance review → Approved action
FINANCE CONTROL ARCHITECTURE
Every automation is designed for review.
Participants learn how to keep AI outputs traceable, bounded and suitable for finance use. The program begins with analysis and reconciliation before any system action is considered.
SOURCE GROUNDINGUse approved ledgers, statements, policies, masters and reference files.
VALIDATION RULESSpecify tolerances, accounting logic, completeness checks and exception criteria.
MAKER-CHECKERSeparate preparation, review and final approval responsibilities.
AUDIT TRAILRetain matched records, unmatched items, reasons, evidence and reviewer action.
ACCESS CONTROLProtect financial, vendor, customer, tax and payroll information.
WRITE-BACK GATERequire explicit authorization before draft entries, posting or system updates.
HOW WE DELIVER
Assess. Configure. Practise. Activate.
The workshop connects capability building with practical finance implementation. Approved data, control ownership and measurable outcomes are designed in from the start.
Assess and configure
- Sponsor and process-owner discovery
- Finance workflow and control mapping
- Tool and system readiness review
- Sanitized dataset preparation
- Use-case and KPI selection
Practise and build
- Finance-specific prompt design
- Copilot productivity workflows
- Agent and Skill blueprints
- Reconciliation case lab
- Validation and approval design
Activate and measure
- Finance prompt and template pack
- Prioritized automation playbook
- Use-case owners and success KPIs
- 30-day action plan
- Pilot shortlist and governance review
OUTCOMES AND IMPACT METRICS
Measures a finance sponsor can track.
ILLUSTRATIVE TARGET FRAMEWORK
Final targets should be set after baseline assessment and adjusted for process volume, data quality, system access and selected workflows.
Finance AI capability
Improvement in structured prompting, responsible-use decisions, workflow design and finance validation practices.
MEASURE: PRE/POST SCOREApplied skill
Participants complete the assigned prompt, reconciliation, Project, Agent or Skill activity to the required standard.
MEASURE: TASK RUBRICOpportunity quality
Each candidate is assessed for business value, feasibility, data readiness, risk, controls and ownership.
MEASURE: USE-CASE SCORECARDProcess productivity
Estimated reduction for selected recurring finance tasks, validated through a controlled pilot before scale.
MEASURE: TIME PER CYCLEReview quality
Matched and unmatched records retain a clear reason, source reference, reviewer status and next action.
MEASURE: EXCEPTION AUDITImplementation readiness
Shortlisted opportunities have defined inputs, output, owner, controls, data access and success criteria.
MEASURE: PILOT READINESS Measurement principle: these figures are proposed program targets. Actual baselines, targets and achieved results should be agreed and reported for each client engagement.
Trusted for enterprise capability building
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CLIENTS MENTIONING IVY
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Preeti N Shah
Bennett Coleman & Co. Ltd.
“A big thank you to Prateek Agrawal for making the sessions so fun, practical, thought-provoking & easy to connect with real-world HR challenges.VIEW LINKEDIN POST →
Kanchan Bose
MSP Steel
“A big thank you to Mr. Prateek Agrawal for delivering highly practical sessions focused on real business applications of AI. It was great to explore how AI can enhance productivity, automate routine tasks, and support better decision-making.VIEW LINKEDIN POST →
Devanganaa Sharma
Bennett Coleman & Co. Ltd.
“The AI for HR workshop was less about learning another tool and more about understanding what’s becoming possible. A special thanks to Prateek Agrawal for spending these two days with us and generously sharing his knowledge, perspectives and some serious AI wisdom!VIEW LINKEDIN POST →
WHAT PARTICIPANTS TAKE BACK
A finance toolkit ready for recurring work.
01Finance prompt libraryReusable templates for reconciliation, variance review, reporting and communication.
02Copilot Project and Agent blueprintDefined knowledge sources, instructions, outputs, approvals and escalation rules.
03Claude Skills starter frameworkRepeatable logic for ledger, bank, tax, mapping and MIS workflows.
04Reconciliation and exception toolkitStructured matching, investigation and audit-ready output patterns.
05Finance automation playbookA mapped portfolio with inputs, outputs, controls, owners and implementation waves.
0630-day action planA selected workflow, success KPI and accountable next step for each function.
FROM WORKSHOP TO SCALE
A phased finance journey
Quick wins
Read-only analysis, reconciliation, prompt libraries and recurring reporting support.
Controlled workflows
Projects, agents, Skills, document intake, approvals and exception routing.
Integrated automation
Governed ERP or Tally connectivity, monitored performance and approved write-back.
Enterprise capability building by Ivy Professional School
18+Years in education
37,500+Learners and alumni
400+Educators
300+Corporate recruiters
DESIGN YOUR PROGRAM
Bring your finance priorities.
We will build the learning around them.
Share your finance functions, approved AI stack, systems, reporting cycles and priority workflows.
Discuss your AI for Finance program