Monthly closing

How can AI improve preparation for the monthly close?

1250 € per session, excl. VAT

In short

Reduce missing documents and late exchanges when preparing the monthly close. Build a collection schedule, a checklist and a tracker for outstanding items. Accounting treatment and approval remain the responsibility of qualified staff and relevant finance professionals. A practical, tool-independent workshop tailored to your team’s documents, objectives and working context.

Objectives of this training

• Reduce oversight in closing preparation
• Decrease late exchanges
• Build an efficient collection schedule
• Implement a robust control list

Who is it for and what are the prerequisites?

Roles and tasks concerned

• Financial managers
• Accountants
• Financial controllers

Prior skills

• AI Fundamentals and AI Prompting completed, or equivalent experience (a learning prerequisite, not a registration condition).
• Have a paid subscription to an AI solution with the features needed for the exercises. Obtain your organisation’s permission to connect to third-party tools and have the required accounts and access rights. Bring a business case and documents authorised for use; fictional data may be used.

What you take away

• Customized collection schedule
• Closing control checklist