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AI training for accounting and finance.

The workplace session, shaped around the work of an accounting practice. Client records stay out of the tools.

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Half day or full day, at your office anywhere in Perth.

Practised on a firm like yours.

Our demos run on Marri Lane Advisory, a Perth accounting and advisory practice of about a dozen people. It holds what a real practice holds.

It’s invented, so nothing real goes into a demo.

Marri Lane AdvisoryInvented for our demos

What it holds

  • Client personal details
  • Financial records
  • An inbox
  • Reports
  • A messy shared drive

The marri is a Western Australian tree. The firm isn’t real.

Two questions before anything goes in.

  1. Does it name or describe a real person?
  2. Is it confidential to the company or a client?

If the answer to either is yes, leave it out, or take the details out first. Swap names for roles: “the client”, “Supplier 2”, “the account manager”.

What stays out

  • Company confidential material
  • Client and customer personal information
  • Commercial-in-confidence material: contracts, pricing, tenders
  • Staff records and anyone’s health details
  • Logins, passwords and anything that opens a system

Depending on the tool and your account settings, what you type may be kept by the provider or used to train its models. Where your practice restricts a tool, that beats anything from the session.

How the day runs.

What we aim for: your team speeds up one task they do every week, without putting anything sensitive at risk.

This is a starting point. We’ll shape the day around your team’s work and what you want from it.

In a session, we teach on whichever tool your practice has approved. See the tools we work with

Half day

About 3.5 hours

The morning, and the whole of a half day:

  1. Setup 15 minutes Devices, wifi and tool access, and everyone gets their pack. Then a sentence each on what the room uses AI for now.
  2. What these tools are 30 minutes How the tool writes, by predicting likely text. What it’s good at, and where it’s confidently wrong.
  3. First hands-on 45 minutes One real task each from this week’s work: an email, a set of notes, a summary.
  4. Break 15 minutes
  5. Prompting that works 45 minutes A weak prompt from the room, fixed together. Everyone rewrites one of their own and keeps it.
  6. Data safety 30 minutes Company confidential, client data and commercial-in-confidence. Your own policy wins.
  7. Making it stick 20 minutes One or two weekly tasks to use it on, tied to a habit you already have.

Full day

About 6 hours

After lunch, on a full day:

  1. Your own tasks 60 minutes Bring a recurring task from your role. We build the prompts against it with you.
  2. Break 15 minutes
  3. Build a workflow you keep 45 minutes A drafting template or a summarise-then-check routine, written up in your own words.
  4. Your questions 30 minutes Your real situations and the edge cases.
  5. The pack 15 minutes Back through the pack: the prompts, the one-pager and the workflows you built.

What your team keeps.

Printed and handed out on the day.

Cover of the C4Site prompt pack for office and business: Prompts for the everyday work week.

1 of 2

The prompt pack

Six prompts to copy and adapt, each with the check that goes with it, and two pages for their own.
  1. The prompt pack Six prompts to copy and adapt, each with the check that goes with it, and two pages for their own.
  2. The data-safety one-pager Four rules and a two-question test, for next to the screen.

On a full day they also keep the workflows they built, written up in their own words.

The jobs we practise on: replying to an email, turning rough notes into a document, summarising a long thread or report, a spreadsheet formula, explaining something before you act on it, and tightening your own draft.

From the library.

Checked at the source, and free to read before you book anything.

  1. Article

    The One-Page AI Policy Your Business Needs

    A short AI policy people will actually read, free to take and adapt.

    Article

  2. Article

    The AI Indemnity You Already Have

    Read this before paying for cover you might already have.

    Article

  3. Article

    Open Weight Is Not Open Source

    What a model’s licence lets you do, before you run it yourself.

    Article

  4. Activity

    Would you paste this?

    Sort everyday things into fine, only with changes, or never, and leave with your own list.

    Activity

  5. Activity

    An agent at work

    Watch an AI agent do an everyday job across your apps, and see where it stops for you.

    Activity

Bring AI into the practice carefully.

A workplace quote depends on people in the room, half day or full, where you are. It comes to one fixed price.

Workplace training is quoted per team. Tell us about your team and you’ll have one fixed price after a short call.

Book a session

Nothing we teach is financial, tax or legal advice. Your professional obligations still apply, and no AI output should be relied on unchecked. All prices are in AUD. We aren’t registered for GST, so no GST is added.