S01Clinic
Month-end close clinic
A guided working session to unblock a stuck reconciliation or a slow close. We review your current steps, apply the AI assist where it genuinely helps, and leave you with a tighter checklist.
What we offer
Services built around your money operations.
Whether you are an individual professional or a finance team, we help you install supervised AI workflows for budget management, expense tracking, reconciliation and reporting. Training first, tools second, honesty throughout.
Individual sprints
One-to-one and small-group training.
Our core service is vocational training delivered as focused sprints. You learn to run a clean money push using everyday AI tools — ChatGPT, Copilot or Claude — for drafting, checking and summarising, always with a human review step. We meet you at your current level of comfort with both finance and AI workflows, then build steadily from foundations to a full month-end routine.
Each engagement produces concrete artefacts: a category reference, a prompt library, a reporting template and a reconciliation checklist. These are yours to keep and reuse, so the value does not evaporate when the sessions end.
- Foundations to capstone, in single sprints or the full path.
- Prompt engineering coached from first principles.
- Templates for cash flow, forecasting and reporting hygiene.
Corporate & teams
Corporate AI finance training.
For organisations, we run team cohorts that standardise how a group handles invoice tracking, expense classification and the month-end close. Everyone learns the same push loop and shares one set of prompt templates, so reporting is consistent regardless of who prepares it. We tailor examples to your sector and keep everything aligned with PDPA and sensible data-handling practice.
Corporate engagements can include a workflow review, a facilitated build of your internal standard, and follow-up clinics as your team embeds the habit. Pricing is quoted per cohort after a short scoping call.
Focused help
Clinics and reviews
Short, targeted services for teams that already have a workflow but want it sharper.
S02Review
Workflow & prompt review
We audit an existing money operations workflow and its prompts, flag where an AI assistant is over-trusted, and recommend safer, more repeatable patterns for budget management and reporting.
S03Template
Reporting template build
A collaborative build of a monthly reporting pack with dependable prompt templates and a fixed review checklist, so your forecasting and reporting hygiene stay consistent.
Disclaimer: All AI Money Push services are vocational AI finance management training. We do not guarantee any savings, profit or investment outcome, and nothing we provide is investment, tax, legal or accounting advice. For advice specific to your circumstances, consult a qualified professional.
Scope it together
Tell us what your team needs.
Book a short scoping conversation and we will propose the right mix of sprints, clinics and reviews.