PopiAI

Finance teams

Claude training for finance teams

Reports, reconciliations and recurring analysis with AI, without writing code.

30+ teams trained · 9.6/10 · Certified instructors

Month-end close shouldn't take days.

Reconciling, consolidating and writing every month's report are tasks that repeat, follow a pattern and eat up a finance team's hours. It's exactly the kind of case where AI genuinely applies.

  • Finance and controlling teams. No coding required.
  • Organizations closing the month/quarter by hand, with scattered spreadsheets.
  • Teams that want a recurring report (reconciliation, analysis) automated with judgement, not a generic chatbot.

What you'll learn

Modules, duration and format

  • Recurring reports with AI
  • Automated reconciliations
  • Financial data analysis with AI
Duration
1 day
Group
Up to 15 people
Format
In-person, in-company (anywhere in Spain) or remote

Methodology

Hands-on, on real cases

Generic courses that scratch the surface, videos nobody finishes and zero impact on real work. Meanwhile, teams that truly know how to use AI do in hours what takes others weeks.

  • Real diagnosis

    We map the team, the stack and the processes, and pick the use cases that actually move the needle.

  • Hands-on, on your stack

    Sessions building agents and automations on your real tools, not toy examples.

  • You leave applying it

    The team walks away with judgement and things working, ready to maintain them and build more on their own.

Who teaches it

Practitioners who build with AI every day

  • Fran Sánchez

    Fran Sánchez

    Lead trainer · Builders

    “If I don't use it every day, I don't teach it.”

    15 years at the intersection of product and artificial intelligence — from the first neural network running on a phone keyboard to ad products generating billions a year at Meta.

    • Meta
    • Microsoft
    • SwiftKey
  • Daniel Matheu

    Daniel Matheu

    Cowork · Business programs

    “I automate the boring stuff so I can think about the hard stuff.”

    15+ years driving company transformation across strategy, finance, data and operations.

    • Leads the Claude Cowork programs, where executives and teams learn to apply AI to automate processes and solve real business cases — no coding required.
    • CFO at Grupo Trocadero, leading the restructuring of a hospitality group with 11 restaurants, 600+ employees and €40M+ in revenue.
    • 5+ years at Grupo Dani García, growing from Head of Data to CFO and interim CEO of its VC-backed food-tech scale-up.
    • Previously, business and finance analyst at MediaMarkt Iberia (€2.5B revenue) and strategy & operations consultant at Pronovias (€160M), working with store teams to analyze operations, optimize processes and drive business improvements. Co-founder of the DTC brand Hoem.
    • Grupo Dani García
    • MediaMarkt

Price

Tailored proposal

Contact

Request a proposal

Tell us about your team and we'll send you a tailored proposal.

What's in the proposal?

  • Priority use cases for your team
  • Recommended program and format
  • Calendar and support plan

Common questions

FAQ

How is this different from Cowork Basic + Advanced?

Cowork Finance is a dedicated day for finance and controlling teams (reports, reconciliations, recurring analysis); Basic + Advanced covers fundamentals and cross-functional business cases over 2 days.

Is it in-person and in-company?

Yes. We train in person at your offices, in small groups and hands-on, and we travel anywhere in Spain. We also deliver remotely in Chile, and very soon in Colombia, Venezuela and the UAE.

How many people can take part?

We work in groups of up to 15 people, to keep the attention direct and make sure everyone builds.

Do you adapt it to our industry and tools?

Yes. We design the program on your real cases, data and tools — nothing pre-recorded or generic.

How does the proposal work?

After a short call to understand your team, we send you a tailored proposal with cases, itinerary and a support plan.

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