Our training brings three worlds together: more than ten years in corporates and consulting, teaching on the Master in Controlling & Business Intelligence, and using AI in finance every day. Your team won’t learn slideware theory but methods proven in projects with corporates, banks and mid-sized companies – in-house or online, tailored to your data.
Thomas Patloch earned his bachelor’s and master’s degrees in finance and controlling at the University of St. Gallen (HSG) , one of Europe’s leading business schools. He then spent many years as a management consultant for finance & controlling , most recently as a manager at Contrast EY Management Consulting, delivering reporting and BI projects for clients such as Audi, Daimler, Erste Group, the Austrian National Bank and Austrian Federal Railways (ÖBB).
Today, as Senior Data & Business Intelligence Manager at A1 Telekom Austria AG , he is responsible for data and BI topics at one of Austria’s largest companies. At the University of Applied Sciences Wiener Neustadt he teaches on the Master in Controlling & Business Intelligence – the university counts him among its most popular lecturers.
For him, AI isn’t a conference topic – it’s daily work: in his own companies, invoice capture, pre-posting and bank reconciliation already run on AI, and management dashboards are built from a prompt. That experience – what works, what doesn’t and how to check the results – goes into every training.
Not generic AI courses, but training built exclusively for finance, controlling and accounting – with Claude, ChatGPT and Microsoft Copilot, using examples from real-world use.
The compact overview for your team: what AI can reliably do in finance today, where the limits are and how to check the results. With live demos on dashboards, data preparation and invoice capture.
Interactive dashboards from a prompt instead of code – with KPI tiles, filters, forecasts and plan-vs-actual. Plus: Copilot in Power BI.
Read, match and pre-post invoices and bank statements automatically – right up to the import file for BMD, RZL or DATEV. People review, AI handles the routine.
Claude in day-to-day controlling: analyses and variance commentary, working with your own documents in projects, Claude in Excel and automating recurring tasks with skills – also within Microsoft 365.
From a good prompt to your own assistant: set up templates, projects and recurring workflows in Claude and ChatGPT that the whole team can use.
Where does AI pay off in your finance function? Use-case map, data quality, governance, the EU AI Act and a roadmap for the next twelve months.
Forecasting, cost-centre reporting, invoice checks? We build the training around your specific process and implement it together with your team.
AI literacy is mandatory: Since February 2025, companies using AI systems must ensure sufficient AI literacy among their staff under Art. 4 of the EU AI Act. Our AI trainings are documented with a certificate of attendance and a syllabus.Note: not legal advice – the trainings support you in meeting the requirement.
All prices net plus VAT; travel outside Vienna at cost.
Our proven trainings on report design, Power BI and Excel – now with AI modules in every course.
Success factors and standards for management reports that get understood – perception-optimised report design with many real-world examples, including AI in reporting.
From data import and relational data models to DAX and the published dashboard – including Copilot in Power BI and DAX from a prompt.
Your own reports under the microscope: joint analysis, concrete improvements and how to implement them in your tool – optionally with AI-assisted report analysis.
Excel from a new angle: data models, cube functions, professional tables and charts, automation – and Copilot in Excel.
Have a specific topic, a deadline or reports that need to get better? Write to us – you’ll receive a proposal within two working days.