India’s most practical AI Training for Finance Teams — built for CFOs, FP&A professionals, finance managers, accountants, and MIS teams. Cut reporting time by 70%, automate reconciliation, and turn data into decisions faster than ever. No coding required.
These are the highest time-cost manual tasks across Indian finance teams — in reporting, reconciliation, compliance, and analysis. Every one is AI-solvable without replacing your finance professionals.
AI does not replace your finance judgment. It eliminates the compilation and drafting that consumes your best analysts’ time.
Each module targets a real finance workflow — MIS, FP&A, reconciliation, compliance, reporting, and board communication. Hands-on practice with Indian finance scenarios and tools.
Automate monthly MIS compilation, data aggregation from multiple sources, and management pack generation using Google Sheets AI, Julius AI, and Make.com — so your MIS is ready before month-end, not after.
Julius AI · Google Sheets AI · Make.com · ChatGPT
Generate variance commentary, budget narratives, management discussion & analysis (MD&A) sections, and rolling forecast summaries from your numbers — in the right financial tone and format, every time.
Claude AI · ChatGPT · Google Docs AI
AI-powered bank reconciliation, GSTR-2A matching, inter-company reconciliation, and accounts payable/receivable ageing — using structured AI prompts and Google Sheets formulas to cut reconciliation time from days to hours.
Julius AI · ChatGPT · Google Sheets
Build CFO dashboards, board financial presentations, and investor update decks with AI — translating raw financial data into clear executive narratives with charts, insights, and forward-looking commentary.
ChatGPT · Claude AI · Canva AI · Julius AI
Draft tax computation workings, CARO notes, audit observation responses, ROC filing documents, and statutory compliance correspondence — faster and in the correct Indian statutory format.
Claude AI · ChatGPT · Perplexity AI
Automate vendor payment reminders, banking correspondence, inter-department cost centre queries, and finance calendar workflows — using n8n and Make.com so your team spends time on decisions, not follow-ups.
n8n · Make.com · Zapier · Gmail AI
Designed around finance team schedules — avoiding month-end and audit season. Delivered online or at your office. Minimum 8 participants.
| Session | Topic | What You Build / Take Away | Format |
|---|---|---|---|
| Day 1 · AM 9:00 – 11:30 |
AI Foundations for Finance Professionals Which AI tools are relevant for finance, prompt engineering for financial documents, data confidentiality protocols, and your first AI-generated financial report done live in the session |
First AI-generated financial summary report in under 10 minutes | Foundation |
| Day 1 · PM 12:30 – 4:30 |
MIS Automation, FP&A AI & Reconciliation Automated MIS generation from Excel exports, AI variance commentary for budget reports, GSTR-2A reconciliation AI workflow, and bank reconciliation using Julius AI and Sheets formulas |
Working MIS automation setup + GSTR-2A reconciliation framework | Hands-on |
| Day 2 · AM 9:00 – 11:30 |
Board Reporting, Investor Decks & Compliance AI CFO dashboard generation, board presentation narratives, investor update drafts, audit schedule preparation, and compliance document drafting using Claude AI and ChatGPT for Indian statutory requirements |
Board pack narrative template + audit response letter framework | Hands-on |
| Day 2 · PM 12:30 – 5:00 |
Finance Operations Automation + Live Project Automated payment reminders, vendor communication workflows, banking correspondence, and each participant builds one live AI workflow for their specific finance function — Q&A with Deepak Kaushik |
Your team’s own working AI workflow — live before you leave | Live Project |
📦 Every participant takes home:
AI-powered board packs, investor narratives, and forward-looking commentary — so you walk into every board meeting with sharper insights in less preparation time.
Saves: 6–8 hours per board cycle on report preparationAutomate variance analysis write-ups, rolling forecast commentary, and management discussion sections — spending time on insight, not narrating numbers.
FP&A narrative time cut by 70% per reporting cycleMIS automation, reconciliation AI, and compliance document generation — so your team closes the books faster and audits go smoother.
Month-end close 2–3 days faster with MIS automationAutomate data aggregation from multiple ERP/Excel sources, generate formatted reports automatically, and spend your time on interpretation instead of compilation.
MIS compilation: 2 days → 4 hours with AI automationGST reconciliation, TDS workings, CARO notes, and audit correspondence — AI generates well-structured first drafts that your team reviews, not rewrites.
Audit documentation 5× faster with AI first draftsAutomated vendor payment reminders, banking correspondence, collections follow-up sequences, and cash flow commentary — all on auto-pilot.
Collections follow-up automated — zero manual chasingResults reported by finance professionals trained by AI Workflow India across Indian companies.
All tools evaluated for financial data security. Where required, we configure self-hosted options that keep sensitive financial data within your network.
🔒 Financial Data Security: We never teach finance teams to upload actual financial data, client numbers, or sensitive P&L figures to public AI platforms. All training uses anonymised or sample data. Our prompt frameworks extract maximum AI productivity while keeping all sensitive financial information within your secure systems — fully aligned with your company’s data governance policies.
Our reconciliation AI workflows are built specifically for Indian GST — GSTR-2A, GSTR-2B, and GSTR-3B reconciliation against books of accounts. We teach frameworks that work with Tally, Busy, and SAP exports without compromising data privacy.
Financial statements, board resolutions related to finance, and MCA annual filing documentation are areas where AI drafting assistance saves finance teams significant time — without compromising statutory accuracy.
Quarterly financial results announcements, segment reporting disclosures, and management commentary for SEBI filings — AI generates well-structured first drafts that your CFO then reviews and finalises.
Audit schedules, CARO 2020 notes, management representation letters, and auditor query responses — AI creates structured first drafts from your working data, cutting audit support time significantly.
Tax computation narratives, TDS reconciliation summaries, and advance tax workings — AI handles the structured drafting while your tax team focuses on judgments, positions, and advisory work.
India’s DPDP Act applies to employee and customer financial data. We train finance teams to use AI without creating data governance risks — keeping all personal financial data within secure, company-controlled systems.
Deepak Kaushik speaks with your CFO, Finance Head, or L&D Manager to understand your team’s composition, reporting structure, compliance obligations, and the 3 tasks consuming the most time. You leave this call with immediate, specific AI recommendations — no commitment required.
We customise the 2-day programme for your company’s specific finance functions — whether you are a listed company, an SME, a startup, or a shared services centre. Every example, template, and workflow uses financial formats and scenarios from your actual reporting structure.
Delivered at your office or online. Deepak personally leads all sessions. We schedule away from month-end close weeks, quarterly results periods, and audit seasons — fitting around the finance team’s real-world calendar.
Every participant leaves with 50+ finance-specific AI prompt templates, working automation workflows for their top 3 use cases, a certificate of completion, and 30 days of WhatsApp support to implement what they learned. Most finance teams have at least one live AI workflow running within a week.
“Our FP&A team was spending 3 days writing the quarterly management pack — aggregating data from 8 departments, formatting, and writing variance commentary. After the AI training, Deepak’s MIS automation workflow pulls everything in automatically and AI drafts the commentary. The pack is ready on Day 2 of month-end, not Day 5. The CFO is genuinely delighted.”
“GSTR-2A reconciliation was our biggest pain — 2 junior accountants spent 3 days every month on it. After the training, we built an AI-assisted reconciliation in Google Sheets that does the matching automatically and flags only the exceptions. Those 2 accountants now handle more client files instead.”
“As CFO of a listed company, I need board decks that are insightful, not just numbers. The AI training showed my team how to use Claude to write the MD&A sections and forward-looking commentary from our data inputs. Our last two board packs were the most praised by the Board in recent memory — and they took half the time to produce.”
“Audit season used to be my worst months. Responding to auditor queries, compiling schedules, and drafting management representations consumed the entire finance team. This year, with the AI training done in January, we handled statutory audit in 60% of the usual time. Auditors even commented that our documentation was unusually thorough.”
All packages include finance AI templates, certificates, and 30-day support. Formal proposals and corporate purchase order-compatible quotations available on request.
Start with a free 30-minute assessment. We identify your top 3 AI workflows — with a live demo using your reporting format. No commitment required.
Join finance teams across India using AI to cut reporting time, automate reconciliation, and turn raw numbers into boardroom-ready insights — without replacing a single finance professional.
AI Workflow India · Saraj Systems (OPC) Pvt Ltd · +91 987 3816 607 · Info@aiworkflowindia.com