AI Training
AI Agents for Finance
Build AI agents that handle extraction, routine reporting, and reconciliations — so you focus on analysis and strategic advisory.
Discover the AI Training Bundle from 1.899€
AI Agents for Finance – Live Training
- Learn from world-class trainers
- Interactive training – Remote or in-person
-
Get certified
Online Course of Your Choice
Lifetime Access
Agile Academy
E-Learning
1 Year Membership
Henrik
AI Agile Coach
1 Year Unlimited Chats
Agile Academy Community
Lifetime Access
83 ratings (5,0)
Request this training
This training is available as a custom workshop designed specifically for your team. We'll work with you to create a personalized learning experience that fits your schedule, addresses your specific challenges, and aligns with your organizational goals.
Request this training
AI Assistant
Assistant Customer Success Manager
Get instant help and answers
Philip can jump in if needed.
Agenda and Content
This two-day training covers building AI agents for finance — from fundamentals to working prototypes:
1. AI Agents for Finance — Fundamentals
What AI agents are vs traditional AI chat tools, types of LLMs, when to use what — all with finance-specific examples and scenarios.
You'll build a clear understanding of how agents differ from one-off ChatGPT prompts and where they fit in a modern finance organization.
2. Agent Design for Finance Processes
Learn the Agent Design Canvas methodology. Connect agents to ERP, accounting systems, and finance tools via tools and function calling. Manage context with chart of accounts, policy documents, and transaction data.
You'll map your own finance processes and identify the highest-ROI candidates for agent automation.
3. Building Finance Agents
Hands-on: build agents for your own finance workflows. Choose from templates like Invoice Approval Agent, Monthly Reconciliations Agent, Expense Management Agent, or Controller Agent.
You'll leave with working prototypes you can continue developing after the training.
4. Cross-Stack Integration
Connect agents across your entire finance stack. Unlike vendor-built AI locked in one system, build agents that work across email, AP/AR, ERP, expense platforms, and reporting tools.
See cross-stack examples like Invoice Processor (email to AP to posting to approval), Expense Auditor (expense platform to policy to approval to ERP), and Close Assistant (sub-ledgers to reconciliation to consolidation to management reports).
5. From Prototype to Production
Security considerations for financial data, compliance and segregation of duties, iterative development from prototype to pilot to team-wide implementation.
You'll leave with a clear roadmap for taking your finance agents from training exercise to real-world deployment.
Bring Your Own Ideas & Questions
Your experience matters.
Throughout the course, we invite you to bring your own questions, challenges, and real-world examples into the conversation. These contributions help make the content more relevant – not just for you, but for everyone in the group.
By connecting theory to practice, we create a richer, more engaging learning environment that supports deeper insight and lasting impact.
What's included in your training bundle:
Your Certification:
AI Level 1(AI 1)
- Certified by Agile Academy
- Valid indefinitely
No hidden fees - Hands-on AI training with real tools and practical exercises
- 30-question exam, unlimited retakes
Lifetime Access to the
Online Course of Your Choice
- 24+ hours of video content, exercises, and exclusive materials
- Self-paced learning to revisit complex topics anytime
- Complements live training for a complete understanding of Scrum
1-Year Access to
All Agile Academy Online Courses
- Full library access to 9 courses
- Access the Agile Academy Community
- Learn advanced topics to broaden your skillset
Lifetime Access to the
Agile Academy Community
- Exchange ideas with other participants and trainers
- Receive help and support from experienced Agile professionals
- Expand your network and make new connections
1-Year Unlimited Access to
Henrik The AI Agile Coach
- Your personal Agile assistant, available 24/7
- Get tailored advice, instant answers, and additional resources
- Always have expert guidance at your fingertips
Frequently Asked Questions
No programming is required. You should have good experience using AI tools like ChatGPT or Claude, and experience in a finance role. This training focuses on agent design and practical application rather than coding.
Agents can cover Accounts Payable (invoice extraction, approval flows, duplicate detection), Accounts Receivable (payment reminders, aging analysis, reconciliation matching), Expense Management (review, policy deviations, receipt matching), Financial Reporting (report drafts, variance comments, consolidation), Budget & Forecast (budget vs actual alerts, trend detection, scenarios), and Compliance & Audit (audit trail, control reminders, documentation).
Yes. We offer this training both as an in-person and remote session. The remote format uses interactive tools to ensure the same level of engagement and hands-on practice.
Every AI training from Agile Academy includes:
- Live Training — Hands-on sessions with expert trainers from abundly
- 1 Year Henrik AI Coach — Your personal AI coaching companion
- abundly Agent Platform — Build and deploy your own AI agents
- Online course of your choice — Lifetime access
- Agile Academy E-Learning — 1 year membership
- Agile Academy Community — Lifetime access
The training is delivered by expert trainers from abundly, our partner specializing in AI training and agent development.
- Lifetime Validity: You never need to renew your certificate or pay additional fees.
- Holistic Approach: Beyond Scrum, Agile Academy covers topics crucial for modern work practices, such as:
- OKRs (Objectives and Key Results): Goal management for teams.
- Psychological Safety: Creating a safe work environment.
- Leadership Development: Leadership skills for Agile teams.
- Our approach makes you a comprehensively trained agilist – far beyond the basics.
- Practice-Oriented: The focus is on applying what you learn directly. Our exams and assignments are designed to test and promote your practical skills – ideal for real project environments.
- Flexible Learning: Choose between e-learning and live training, depending on what better fits your schedule.
- Free Retakes: You can retake the exam as many times as needed at no additional cost.
- No Hidden Costs: Unlike ScrumAlliance or Scrum.org, we have no ongoing fees or expensive exam attempts.
- Broader Range of Topics: We go well beyond Scrum and cover modern, practice-relevant topics like OKRs, Psychological Safety, and Leadership Development.
- Practice-Oriented Certificates: Our certificates reflect your actual abilities, not just passing an exam. The goal is for you to apply your knowledge directly in real projects.
- Lifetime Validity: Through our lifetime certification, you save considerable time and money in the long run.
- Modern Learning Formats: Agile Academy offers you the flexibility to choose between live training and e-learning to optimally support your personal learning style.
Yes! Unlike many other certification bodies, Agile Academy doesn't force you to attend live training. You can prepare flexibly and independently through e-learning. However, live training is available if you prefer personal interaction.
The "Certified by Agile Academy" credential was launched in 2024. Our goal is to make this certification the new standard in the agile world – with a strong focus on quality, practical relevance, and the requirements of modern organizations.
Agile Academy itself is already a recognized name in the DACH region: We have been working successfully with many large, well-known as well as small companies for years. With our extensive experience and excellent reputation, we are among the top providers for agile training. You can be confident that our certificates are designed for quality and practical relevance – exactly what modern organizations are looking for.
We work with these and many other clients:
We have consciously chosen to focus exclusively on our own certification "Certified by Agile Academy". We are convinced that this is the fairest and most sustainable solution for learners – without renewal fees, without hidden costs, and with a clear focus on practical application.
If you are in an exceptional situation where you need a certificate from Scrum Alliance or Scrum.org – for example, if your employer requires it explicitly – we can gladly recommend reliable partners. Contact us, and we will help you further.
Certification for Teams & Companies
AI Agents for Finance as In-house Training
Bring this training directly to your organization. We tailor examples and agent demos to your industry, finance stack, and specific use cases, making the learning experience immediately applicable.
Ideal for groups of 8 or more. Available remotely or on-site.
Volume Discount for Teams
When multiple team members enroll in public training dates, volume discounts apply automatically. This gives your organization flexibility — team members can choose different dates while still benefiting from group pricing.
Any questions? Feel free to contact us!
AI Assistant
Assistant Customer Success Manager
Get instant help and answers
Philip can jump in if needed.