AI Workshops for Finance Teams
Interactive, hands-on AI workshops designed specifically for finance teams.
Prime AI Solutions delivers half-day and full-day sessions covering ChatGPT, Claude, Copilot, Google Gemini, Perplexity, and more, available in-person at your offices or virtually.
We start by assessing which tools your team already uses, then tailor every session to your company's stack. We teach your team how to prompt effectively using our RACEF framework, how to get the most from your existing licences, and how to apply AI to your real finance workflows. Our qualified accountant facilitators (ACA, ACCA, CIMA) ensure every example is finance-specific and immediately applicable.
Upskill your entire finance team in half a day.
One workshop unlocks hours of weekly capacity across your team, automating the repetitive, streamlining the manual, and freeing your people to focus on the work that actually matters.
Why Choose Workshop-Based Learning
Immediate Application
Workshops provide hands-on practice with your real finance scenarios. Participants leave with working examples they can use immediately.
Team Alignment
Get your entire finance team aligned on AI best practices in a single session. Build shared understanding and consistent approaches.
Workshop Options
Choose the format that best fits your team's needs and schedule.
Hands-on introduction to AI tools for finance professionals, tailored to your company's existing stack. Covers ChatGPT, Claude, Copilot, and Gemini with immediate real-world application.
Master the RACEF prompting framework (Role, Action, Context, Examples, Format) for finance workflows. Build your personal prompt library and leave with 20+ ready-to-use finance prompts.
Deep dive into Microsoft Copilot in Excel and Teams for financial modelling, analysis, and reporting. Includes Copilot Studio for custom automations.
Hands-on automation of month-end, reporting, and FP&A processes. We assess your current tool stack and demonstrate automation across ChatGPT, Claude, Gemini, and Perplexity.
Tools We Cover
We assess your current tool stack before every workshop and tailor content to what your team already uses.
All sessions can be run across any of the following tools, or a combination of them.
ChatGPT & GPT Projects
Custom GPT Projects for repeatable finance workflows and team-wide prompt standardisation
Claude (Anthropic)
Exceptional at long documents, financial reports, and nuanced analysis
Microsoft Copilot
Native integration with Excel, Teams, Word, and the Microsoft 365 suite
Google Gemini Suite
Deep Sheets, Docs, and Gmail integration, ideal for Google Workspace teams
Perplexity AI
Real-time research and market intelligence for finance professionals
Not on this list?
We adapt to your stack. Tell us what you use.
All workshops teach the RACEF prompting framework, our structured method for getting consistent, finance-grade outputs from any AI tool.
Workshop Benefits
Delivery Options
In-Person UK
London, Manchester, Edinburgh, Glasgow and other UK cities
In-Person MENA
Dubai, Abu Dhabi, Riyadh, Jeddah and other GCC cities
Virtual
Interactive video sessions for distributed teams worldwide
Frequently Asked Questions
Other Training Options
Looking for self-paced learning? Explore our online courses or team training packages for flexible learning options.
View All Training OptionsBook an AI Workshop for Your Team
Tell us about your team and training needs. We'll recommend the right workshop format and provide a customised proposal.
Share your team details and we'll create a customised workshop proposal.