AI Finance Advisory & Training

Your Finance Function, Built for the AI Era

Kyootek helps CFOs, Finance Directors, and Controllers deploy AI across the close, reporting, and planning cycles — through structured engagements and on-demand training.

CFOs & Finance Directors Controllers & FP&A North America & Europe
kyootek.com/lesson/14
Lesson 14 · advanced · 9 min
Variance commentary that writes itself
Account
Actual
Budget
Δ
Revenue · EMEA
$1,248,902
$1,180,000
+5.8%
Revenue · AMER
$2,041,200
$2,100,000
−2.8%
COGS
−$842,011
−$820,000
−2.7%
SG&A
−$310,500
−$325,000
+4.5%
Claude · drafted commentary
"EMEA outperformed budget by $68,902 on stronger UK enterprise renewals, partially offset by an AMER shortfall of $58,800 tied to a delayed Q4 booking now slipped to January."
Trusted by controllers at
Northwind
Acme Holdings
Vector Capital
Lattice & Co
Meridian
Hartfield
Measurable outcomes

Finance teams report 30–50% time savings on close tasks after deploying AI to reconciliation, variance analysis, and reporting workflows.

Finance-specific, not generic

Every workflow, prompt, and template is built for finance — not repurposed from a general AI course or consulting playbook.

Assessment to deployment

We map your processes, identify AI leverage points, and build the roadmap your team will actually use — from first workshop to full adoption.

The curriculum

Six modules. Thirty-two lessons. One close, automated.

See full curriculum →
01
Foundations — the controller in the age of AI
Map your tasks, pick your tools, set up your AI working environment.
4 lessons
02
Financial prompting with ChatGPT & Claude
P&L analysis, variance narratives, board reports — from prompt to output.
6 lessons
03
Excel augmented — Copilot & Power Query AI
Complex formulas in plain English, automated consolidation, KPI dashboards.
6 lessons
04
Claude in Excel — your AI agent inside the spreadsheet
Reconciliation, anomaly detection, and close reports without leaving Excel.
6 lessons
05
AI-powered month-end close
Accruals, intercompany, commentary, audit trail — close in three days.
6 lessons
06
The AI-augmented controller — vision & positioning
Present AI to your CFO, build an ROI case, earn your certification.
4 lessons
From the field
We went from a 9-day close to 4. Variance commentary used to be the bottleneck — now it's drafted before I finish reconciliation. The course paid for itself in the first month.
AR
Ava Reyes
Controller · Northwind Software
Pricing

Two ways to work with Kyootek.

AI Finance Academy
$549one-time

Self-paced training for controllers and FP&A leaders ready to apply AI to the close today.

  • 32 lessons across 6 modules (~18 h)
  • Claude AI, Excel Copilot & Gemini covered
  • Downloadable templates & prompt library
  • Lifetime access + all future updates
  • 7-day money-back guarantee
Enroll now
AI Finance Deployment
$12,500starting at

A structured engagement for finance teams and CFOs deploying AI across the function.

  • Finance Process Assessment
  • AI Opportunity Mapping
  • Team Workshops (onsite or remote)
  • AI Adoption Strategy & Roadmap
  • Ongoing support available
Schedule a scoping call

All deployment engagements begin with a scoping call at no charge. Academy includes all future updates — no renewal.

Professional Excel & AI templates,
built for finance professionals

⭐ 4.9/5 — Used by 50+ finance professionals across Canada & the US

Download and use immediately. Every template is built to professional standards — the same tools used by financial advisors, wealth managers and corporate finance teams.

Free

Portfolio Tracker Pro 2026

Professional Excel portfolio tracker with automatic dashboard, allocation charts, benchmark comparison and a pre-filled example. Compatible with Excel 365 & Google Sheets.

  • Dashboard with allocation pie & bar charts
  • Holdings, Transactions & Performance tabs
  • Benchmark vs S&P 500, CAC 40 & MSCI World
  • Gain/Loss, weights & conditional formatting
  • Pre-filled 10-position example portfolio
⭐ Premium

Portfolio Tracker Pro 2026 — Premium

The complete wealth management suite. 11 tabs, 1,400+ formulas, zero errors. The tool serious investors and financial advisors actually use.

  • VaR 95%, Sharpe, Sortino, Beta & 8 stress tests
  • 12-month dividend calendar + 5-year projection
  • Tax & capital gains with flat tax estimate
  • Rebalancing engine with buy/sell order calculation
  • Print-ready client report — hand directly to clients
New

Risk Analysis Dashboard Pro 2026

Professional Excel risk analysis dashboard for investors and finance teams. Quantify, visualize and manage portfolio risk with institutional-grade metrics.

  • VaR, CVaR, Sharpe, Sortino & Treynor ratios
  • Monte Carlo simulation & stress testing
  • Correlation matrix & diversification score
  • Max Drawdown, Beta & volatility analysis
  • Visual risk heatmaps & scenario dashboards
NewUS & Canada

Tax Optimizer — Capital Gains Calculator 2026

Capital gains tax calculator for US and Canadian investors. Estimate your tax liability, optimize your strategy and prepare for tax season — all in Excel.

  • US federal + state capital gains tax calculator
  • Canada CRA capital gains rules (50% inclusion)
  • Short-term vs long-term gain optimization
  • Tax-loss harvesting suggestions
  • Annual tax report ready to export
New

Dividend Income Tracker & Forecaster Pro 2026

Track dividend income, forecast future payments and build a passive income calendar — all in one professional Excel template.

  • 12-month dividend calendar by position
  • 5-year income projection (3 growth scenarios)
  • Dividend yield, payout ratio & growth tracking
  • Portfolio income vs target comparison
  • Tax withholding estimates by country

Not sure which template to start with? Get the bundle and save $65 →

Frequently asked

Common questions from finance leaders

A structured three-phase process: an assessment of your current finance workflows, identification of the highest-value AI leverage points, and a 90-day deployment roadmap with hands-on workshops for your team. Engagements are available onsite or remote across North America and Europe.
A standard engagement runs 6-10 weeks from the initial scoping call to roadmap delivery. Ongoing advisory retainers are available for teams that want continued support through execution.
Controllers, FP&A analysts, and finance managers who want to apply AI tools immediately — without waiting for an IT project. It covers Claude, Excel Copilot, and Gemini with real finance workflows: close, reconciliation, variance analysis, and board reporting.
No. The Academy starts from zero on the AI side. Deployment engagements are designed for teams at any stage — from early exploration to active deployment. We meet your team where it is.
Full refund within 7 days of purchase. After that, no refunds — but you keep lifetime access to all current and future lessons.

Latest from Our Blog

📦
June 22, 2026AI Finance

Using AI to Support Accruals, Provisions & Estimates — Without Losing Judgment

A framework for financial controllers using AI to support accrual and provision calculations and document the judgment behind every estimate, without letting AI quietly make the judgment call.

Read More →
🔍
June 21, 2026AI Finance

Audit-Ready Faster: AI for PBC Lists & Auditor Requests

How financial controllers use AI to triage and respond to PBC (prepared-by-client) lists faster, with a prompt for matching auditor requests to existing documentation and flagging real gaps early.

Read More →
🧮
June 21, 2026AI Finance

AI in Multi-Entity Consolidation: Eliminations, FX & Consistency Checks

How AI helps financial controllers catch consolidation errors across multi-entity groups — intercompany eliminations, FX translation consistency, and chart-of-accounts mapping — before they reach the consolidated statements.

Read More →
Get in Touch

Two ways to reach us

Book a free 30-minute call — or send us a message. We'll get back to you within 24 hours.

📅

Book a Free 30-Min Call

Pick a slot that works for you — English or French.

LanguagesEnglish · French
HoursSun–Thu, 8:00 AM – 7:00 PM GST
✉️

Send a Message

Prefer to write? We'll reply within 24 hours.