Instructor-led course
Finance work has no tolerance for a confident wrong answer. Learn where the controls have to stay.
A 7-hour instructor-led course for bookkeepers and finance administrators. It covers extracting line items, drafting finance correspondence, explaining numbers to non-finance colleagues, and the verification and separation-of-duties habits that belong around any AI-assisted finance task.
- Length
- 7 hours
- Delivery
- 100% Instructor-Led
- Format
- In person · Virtual · Hybrid
- Capacity
- 15 participants
What this is
A course, not a consulting engagement.
All exercises use standardized sample business documents provided by the instructor. That is deliberate. Your team learns a method they can apply to anything, instead of watching us work on one pile of files.
It teaches the skill. It does not produce documents or set up systems on any participant's behalf. If you want the build work done, that is a separate engagement with its own scope and price.
Course title
AI for Bookkeeping and Finance Operations
What you get
What your team can do by the end of it.
Extract and organize line items from invoices, receipts and statements
Draft collections and payment correspondence in a consistent tone
Summarize a set of transactions into a plain explanation for a non-finance colleague
Prepare and sense-check narrative sections of routine reporting
Apply the verification and separation-of-duties habits that must sit around any AI-assisted finance task
How the time is spent
7 hours, accounted for.
The hours below are what we commit to deliver, not an estimate.
| Segment | Time |
|---|---|
| Extracting and organizing line items | 1.5 hours |
| Drafting finance correspondence | 1.5 hours |
| Explaining numbers to non-finance colleagues | 1.5 hours |
| Narrative reporting and sense checks | 1.5 hours |
| Controls, verification and what must stay human | 1 hour |
| Total | 7 hours |
Who it is for
The people who keep the books straight.
Bookkeepers, accounts payable and receivable staff, office managers who carry the finance function, and finance administrators at small employers. This course covers administrative finance work. It is not accounting instruction and confers no accounting qualification.
Finance administration combines high repetition with low tolerance for error, which is exactly the combination where unchecked AI use is dangerous and careful AI use pays off. Participants leave able to speed up the repetitive parts while keeping a control step in front of anything that touches the ledger or a customer.
Straight answers
The questions buyers actually ask.
Can our team work through this at their own pace instead?
No. It is 100% instructor-led and delivered live, in person, virtually, or part each. There is no recorded version, because the practice segments only work with someone in the room to correct technique as people go.
Do we practise on our own financial documents?
No, and that is deliberate. All exercises use standardized sample financial documents provided by the instructor, so the course teaches a transferable method rather than becoming a working session on one company's files.
Will you handle our bookkeeping for us?
Not as part of this course. It teaches the skill. It does not perform any organization's bookkeeping on its behalf. If you want that work done, it is a separate engagement with its own scope and price, quoted at our standard rates.
Which AI tools does it cover?
The method is tool-agnostic and taught on a general purpose AI assistant. The instructions, verification habits and data boundaries transfer across assistants, which matters because most organizations change tools at least once while the skills stay useful.
Who can attend, and how many?
Capacity is 15 participants. Kriv AI contracts with your organization, which names the people who should attend. There are no individual seats to purchase.
Who delivers it?
A senior practitioner who does this work in real engagements, not a trainer reading someone else's deck. The person who scopes the delivery is the person in the room.
Start here
Tell us the team and the week, and we will tell you the shape.
Kriv AI contracts with your organization, and you name the people who should attend. A short call is enough to work out whether this course is the right one for your team.
+1-732-433-5564 · info@kriv.ai · East Brunswick, NJ
“A massive time saver.”
Flagship engagement, 2025, 2,000+ associates · 122 locations. From kickoff to independently productive engineers in 3 weeks.