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Prompting & AI Assistants for Finance Teams

The difference between a mediocre and a truly helpful AI answer almost always lies in the brief. You learn how to build prompts for finance tasks – and how to turn them into reusable assistants that the whole team can use: with fixed instructions, templates and sample data.

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Duration½ day (4 hours)
Group size2–12 people
FormatIn-house or online
Pricefrom €1,600
Agenda

What your team can expect

  1. Structure of good prompts – role, context, task, format, check
  2. Typical finance tasks – variance commentary, analyses, e-mails, summaries
  3. Setting up your own assistants – projects, instructions and templates in Claude and ChatGPT
  4. Automating recurring routines – from the monthly report to invoice review
  5. Team rules – which data may go where
Course details

At a glance

Target groupFinance and controlling teams who want to use AI regularly
Duration½ day (4 hours)
Participants2–12 people
FormatIn-house or online
EquipmentLaptop, access to Claude, ChatGPT or Copilot
Pricefrom €1,600 net

All prices net plus VAT; travel outside Vienna at cost.

Interested in this training?

We tailor content, dates and exercises to your team in a free preparatory call – you will receive a proposal within two working days.

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