Calgary in person · Live online across Canada
Practical AI training for Finance teams.
Choose the capability your team needs—from applying AI to recurring work, to building controlled automation, setting the Finance operating model, and developing advanced internal technical capability.
Choose a course path
- ApplyThe Governed WorkflowLearn a repeatable method for deciding where AI belongs in recurring Finance work. Apply it to one familiar task, then reuse it to evaluate many.2.5 hours · Up to 12 people · $4,500 CADView The Governed Workflow
- BuildBuild a Governed AgentLearn how to take a suitable workflow design into a scheduled, logged workshop prototype with deterministic rules and a human approval gate.2.5 hours · Up to 8 people · $5,500 CADView Build a Governed Agent
- LeadAI for the Finance Leadership TeamWork through the operating-model, systems, control, and investment decisions that Finance leadership must make as AI adoption develops.2 hours · Up to 12 people · $5,000 CADView the Finance Leadership Course
- AdvanceClaude Code for Finance SystemsDevelop the internal technical capability to build, test, document, and govern AI-enabled workflows using Claude Code.6 hours · Up to 8 people · $12,500 CADView Claude Code for Finance Systems
AI handles defined preparation. A person reviews. Your controls remain in place.
Courses
Four courses. Choose where your team starts.
The courses can build progressively, but organizations can enter at the point that matches the team’s responsibilities and existing capability.
Apply · Apply the method
The Governed Workflow
Participants learn a practical method for applying AI to recurring Finance work, then use one familiar task to practise it. Each person leaves with a one-page 1113 Workflow Card—a structured way to examine one recurring task—documenting that first application as a guided working draft. The manager leaves with the team’s ranked list of opportunities and the two most suitable candidates for further evaluation.
Finance and operations teams
2.5-hour workshop · up to 12 · $4,500
Outline and outcomes
Build · Build a controlled automation
Build a Governed Agent
Learn how to take a suitable process from a bounded workflow design to a scheduled, logged agent with deterministic rules and a human approval gate. The group builds and tests a working workshop prototype, then documents what would be required before organizational use.
Process owners and finance systems
2.5-hour workshop · up to 8 · $5,500
Outline and outcomes
Lead · Set the operating model
AI for the Finance Leadership Team
Learn how to evaluate bolt-on versus structural change, compare buy/build/both options, define a control model, and draft a 90-day action plan. The leadership team works through the decisions; the course does not make or implement those decisions for the organization.
CFO, controller, finance leadership
2-hour briefing · up to 12 · $5,000
Outline and outcomes
Advance · Build internal capability
Claude Code for Finance Systems
Advanced training for Finance-systems teams that already script. Participants learn and practise the conventions for building, testing, reviewing, documenting, and governing Claude Code agents, using guided and independent workshop exercises.
Advanced · finance systems teams
Full day · up to 8 · $12,500
Outline and outcomes
Where the method applies
Recurring Finance work worth examining.
The strongest candidates have recognizable inputs and outputs, repeated preparation, reviewable results, and a person who already understands the work.
GL and close · Monthly, three to six hours
AP sub-ledger to GL control-account reconciliation
The reconciliation every ERP shop has: open payables by company and offset, tied to the trial balance, with every difference explained as timing or error. The approval email already exists in the process.
FP&A · Monthly, four to eight hours per organization
Monthly forecasting and analysis workbook, one tab per cost centre
The purest 'same structure repeated by period' process: a parameters tab, fund or department summaries, and one tab per cost centre with lookups to the chart of accounts and variance commentary.
Operations · Annual per vendor, fifteen minutes each, hundreds of vendors
Vendor insurance and WCB clearance expiry tracking
Certificates of insurance, WCB clearance letters, and banking forms arrive as PDFs by email. Someone reads the expiry, updates a tracker, and sends the renewal request. Universally recognized, never automated.
The same method can be used to examine balance-sheet lead sheets, reporting packages, data restructuring, mapping proposals, close-status summaries, recurring follow-up, document review, and procedure comparison.
How it works
Three steps from the first call to a team that uses this.
01
A 20-minute call
You tell us the team and what takes their time. We tell you which course fits, and when it could run.
02
Setup before the course
We send a short guide so accounts are ready and your team knows what it can use. Then the course runs in your office or online.
03
What you receive afterward
Certificates, the invoice, and the team's ranked list of opportunities are provided after the workshop. The list identifies candidates for further evaluation; it is not a production implementation plan or guarantee.
About your data
About your data
Courses use practice files that resemble real Finance work, so confidential data is not required to learn the method. A participant may use a sanitized file—or a company file only when the organization’s policy and approved AI environment permit it.
The method makes the input, transformation, expected output, and human review explicit. It does not require an unrestricted agent inside company systems, and it does not replace the organization’s technology, privacy, security, records-management, data-residency, or approval requirements.
Where a workflow could change a system of record, nothing posts without authorized human approval.
Instructor
Neil Perejma
Founder, 1113 Technologies
Neil Perejma has spent 20 years helping Finance and operations teams implement and run EPM, cloud, planning, reporting, close, and the recurring processes around them. He founded EPM ONE Consulting in 2016 and led it for ten years, with client and user training throughout that work.
Neil founded 1113 Technologies to focus specifically on practical AI training for the work Finance and operations teams perform between their enterprise systems. The Governed Workflow combines hands-on use of generative AI with two decades of understanding Finance processes, controls, and how new ways of working are adopted inside real organizations.
Ready to choose a starting point?
Twenty minutes, no deck. Tell us about the team and what takes its time; we will identify the course that fits.