AI for Finance & accounting

Make financial admin easier to navigate.

Explore AI for organising information and preparing explanations while your finance team stays in control.

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Free · 30 minutes with Ted Deane

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Illustrative workflow

InputMonth-end report
AI preparesDraft variance summary
You checkAccountant checks figures

Familiar work, a useful starting point

Put AI to work on familiar tasks.

Explain month-end movements

Turn approved current and prior-period figures into a draft variance commentary for review.

Chase missing documents

Use a reconciled list of outstanding items to draft document requests for staff to check.

Prepare the month-end handover

Turn your close checklist and team notes into a draft summary of completed work and outstanding actions.

Worked example

A checked month-end commentary

Illustrative example using fictional information.

Input

The sample information

S1 Fictional report rows, AUD

Fictional report, AUD
Report row	Prior	Current
Revenue F1	10,000	12,000
Operating expenses F2	6,000	6,600

S2 Fictional report definition

Sample operating balance equals revenue less operating expenses, before any other items. Positive expense movement means expenses increased.

S3 Fictional business note

No explanation for either movement was supplied.

AI prepares

Movement summary for accountant review

Revenue increased by A$2,000 (20%).Source S1:F1

Operating expenses increased by A$600 (10%).Source S1:F2

The sample operating balance increased from A$4,000 to A$5,400, a movement of A$1,400 (35%).Source S1:F1, S1:F2, S2

The reasons for these movements are not recorded and need confirmation with the business.Source S3

You check · Responsible accountant or finance lead

The accountant independently checks figures, periods and source rows, then confirms any explanation with the business.

The support is your choice

Choose the support that fits your work.

Learn with DoJo

Build and apply skills yourself, with course access, fortnightly group support and a private community.

A$250 per seat per month, excluding GST.

Get guidance with Peer Group

Work through implementation with peer discussion and one-to-one guidance. DoJo is included.

A$800 per seat per month, excluding GST.

Have it built with OpsFoundry

Discuss a workflow designed and built around your processes, systems and approval points.

Scope and commercial terms agreed separately.

A pathway around your work

Build a skill you can use.

Learn source-led commentary
Separate a measured movement from an explanation of its cause.
Try one verified report
Prepare a short summary, leaving unexplained movements as questions.
Check every statement
Trace each figure and statement to the report or an approved business note.

Explore relevant learning

Learning that supports this task

A small sample of 30,000+ courses curated from around the world, all available to DoJo members.

Excel Shortcuts, Formulas and Data Tools
The formula and cell-reference lessons support checking the source figures independently in Excel.
Get Better at Prompting and Reviewing AI Responses
The output-evaluation section supports spotting unsupported explanations in a drafted commentary.

Explore the course selection Compare training formats

Before you start

Common questions

Can we rely on AI to calculate the numbers?

Check calculations independently using your normal finance tools and controls. These examples focus on preparation and explanation, with qualified people responsible for the result.

Can AI make the accounting decision?

The examples support preparation and administration. Your qualified people remain responsible for decisions and checks.

What should I bring to the discovery call?

Bring one task, the tools you use and who checks the work. A fictional or de-identified sample can help.

Your next step

Bring one task to the conversation.

Discuss what you want to improve and a useful starting point in a free 30-minute conversation with Ted.