One method
for getting AI to produce repeatable, reliable results you can put your name on.
The first cohort filled in days.
Six weeks, live, for senior FP&A. You learn on workflows that run inside real companies today, rebuilt on synthetic data so you can design, build, deploy, and evaluate them end to end without ever putting your own data at risk.
Already know you’re in? Cohort 1 filled before its advertised close date, so I’m opening a few priority enrollment places ahead of the launch — you’re in before it opens to everyone, plus a 1:1 strategy call with me before the cohort starts. See the priority details.
You’ve tried it. You’re still doing the work by hand.
You have used ChatGPT. You have tried Copilot. You have saved a few prompts. You have watched a tutorial that made it look simple.
And still, you are back to the same spreadsheet. The AI experiments sit in a tab. Nothing is repeatable. Nothing is testable. Variance commentary is still on your plate, and you are still the person writing it by hand.
The problem is not AI. The problem is that nobody has shown you how to design the work around it.
Three things break the same way for almost everyone.
You have tried ChatGPT. You have tried Copilot. You have saved a few prompts. Most of it does not last more than a few weeks.
The same prompt gives a different answer.
First run is brilliant. Second run is different. Third run you stop trusting it. Finance work has to reproduce. Without a method, yours never will.
Numbers that were not in your data.
Either you have caught one, or it landed in a report with your name on it. There are real techniques to stop this happening. Most courses do not teach them because they are not glamorous.
Workflows that quietly degrade.
You finally find something that works. Three weeks in it begins drifting. You cannot tell why. Most teams have not even named this problem yet.
The work would have taken me about 2 days. From start to finish, Claude knocked it out in less than 2 hours and I was able to verify the accuracy the next morning. Prior to your course, I wouldn’t have known how to achieve those results.
Accelerator Cohort 1
Everyone tells you to write a better prompt.
So you do. You collect the good ones, you paste in more context, you add rules at the bottom. It works, right up until the moment you need it to work the same way twice.
A prompt is an instruction. It is not a process.
However well written, a prompt only exists for as long as you are sitting there typing it. Nothing around it is fixed, so nothing around it is reliable.
- You repeat yourself. Every month, same context pasted again, same corrections typed again. The knowledge lives in your head and your clipboard, not in anything that runs.
- It still varies. The same prompt on the same data returns a different answer tomorrow. A longer prompt narrows the range. It does not close it.
- It still invents numbers. Asking a model nicely not to hallucinate is not a control. The maths has to happen somewhere the model cannot reach.
- It quietly rots. The model updates, your prompt does not, and the output drifts. You will not notice until someone asks why the figure moved.
- It does not survive you. Nobody else can run it, audit it, or pick it up when you are on leave.
Prompt engineering is a skill worth having. It is simply the wrong layer to solve this at — you cannot fix a process problem with a better sentence.
Intelligent workflows. The prompt becomes one step inside a process that also decides what runs before it, what checks it, and what you review. Designed once, then run again and again.
The process, the steps we follow that make our workflows repeatable, was the missing key to using AI.
Accelerator Cohort 1
One workflow. Each force where it belongs.
Monthly variance commentary, built the way you will build yours. Notice where the model actually sits: everything feeding it is deterministic, and everything after it passes through you. Hover any step to see which force governs it and which of the three breaks that placement prevents.
The result: a board pack you can defend.
A board pack you can put your name on.
Ready to design real Finance Workflows you can actually put your name on?
Introducing the FP&A Tactic Accelerator.
A 6-week live cohort. A live orientation kickoff, then six live sessions, side by side with me. Everything is taught on real FP&A processes: the workflows come from real companies, the data is synthetic, and the workbenches are provided. You design, build, deploy, and evaluate the full cycle with zero risk to your own data, and you leave with a method you can repeat on your own.
This is how the Accelerator will help you create and implement AI Intelligent Workflows.
We start with a live orientation kickoff. Then we move through five building blocks together, one live session each, and close with a session on what’s ahead. Click any block to see what happens in it.
Click to see the schedule of live calls +
This is the technical, hands-on part of the program, taught step by step on real FP&A examples. You will learn how to design workflows that do exactly what you need, how to build them in Claude, and how to optimize them so they run faster, use fewer tokens, and return the repeatable results you can put your name on. No coding skills required. I walk through every detail, so the practical side and the technical side both belong to you. This is not theory. You leave able to do the work.
You will want to build workflows for everything, but you never have to start from scratch.
As a bonus, you get Tactic OS — the skill library I have spent two years building to run my own FP&A work. Not a template pack. A working library that already knows how to do the job.
my own work
FP&A skills
and copy from
ends, forever
Every one of those is a skill you can call, chain into a workflow, or take apart to see how it works. Inside the cohort you get the full library, and you build your own workflow on top of it rather than from an empty file.
You keep all of it. The library does not expire with the cohort. Every skill you use, extend, or rewrite stays yours, and it keeps growing as I keep building for my own work.
Plus a Workbench for every workflow I have built myself, Monthly variance commentary
Beyond the library, you get a Workbench for each of several typical FP&A workflows. A Workbench is the whole build handed over: the workflow itself, sample data you can run it on, and a short guide to adapting it to your own context.
You are never alone running them.
A Workbench hands you the build. The Lab is where you go to chat about it.
Lifetime access to the Accelerator Lab.
A brand new community I am building for lifetime exchange between senior FP&A professionals putting AI to work on real finance problems. Peer review. Shared wins. Stuck-point threads. Ongoing discussion as new tools and models land. Access does not expire.
The people around you keep using the method on their own work. When you hit something new six months or two years from now, the same people are still in the Lab with you, working on the same kind of problems you are.
What they built, in their words.
If you’re curious about using AI to improve your workflows and to get all that time back, get on this course, you won’t regret it. If you don’t think you’ve got enough AI skills, don’t let that stop you. You don’t need them.
Sharps Fabric Printers Ltd · Management Accountant
I reduced the manual workload by approximately six hours per week. That translates into around 24 hours saved per month.
Lake GmbH · Interim Manager, Controlling & FP&A
This course is for anyone that sees the potential in AI, but is skeptical that complex, real-world workflows can be developed and scaled in a repeatable, deterministic fashion using today’s tools. It will give you the roadmap and the thought process to achieve results.
WFP · Consultant
I’d recommend it to professionals who already recognise AI has potential but haven’t yet found a way to apply it that feels structured, governed and genuinely useful. If you’re on the fence, my advice would be simple: watch a demonstration.
Cohort № 1
I’m certain I’ll recover at least 30% of my time from low-value-added activities.
OUTTHINKER S.r.l. · Founder & CEO
I have identified processes that could save me upwards of 10–15 hours a month across all clients. That allows me to stay competitive on pricing while taking on more clients.
MoneyPath · Owner, Fractional CFO
Join this course and you’ll understand the potential of AI applied to your work. Carolina has structured a course entirely focused on our field of work, so you avoid wasting energy figuring out how to use Claude for the specific tasks of an FP&A professional.
OUTTHINKER S.r.l. · Founder & CEO
Connecting individual skills into a workflow was the area that completely blew my mind.
Blend Labs · Head of Accounting & FP&A
Everyone – you need to take this course NOW! Unlike many other courses that teach theory, this is the only course I came across that actually provides practical, hands-on training.
Blend Labs · Head of Accounting & FP&A
To a colleague who is still on the fence, I would say: you do not need to be highly technical to benefit from the program. The course is practical, accessible, and focused on real financial workflows. The most important thing is to join with a real use case in mind.
Lake GmbH · Interim Manager, Controlling & FP&A
Once I gave the workflow the data, I had my board deck in 5 minutes. This would have taken me hours.
Sharps Fabric Printers Ltd · Management Accountant
If you want to level up in your finance career, this accelerator is a must take. The FP&A professional of the future is the one who can harness the power of this technology on top of their skills. You will quickly stand out from the rest of your peers.
MoneyPath · Owner, Fractional CFO
My CFO requested a research project that would have needed 9+ years of SEC filings. The work would have taken me about 2 days. Claude knocked it out in less than 2 hours.
WFP · Consultant
Make the investment in the program and time. You will benefit from the skills you learn and continue to work on workflows and processes to add clarity.
Magi Foods · Plant Controller
The Accelerator gave me the missing piece: a practical methodology for designing structured workflows that combine deterministic processing with probabilistic reasoning, supported by human judgement.
Cohort № 1
One price, everything included.
$1,997 one-time
Everything inside the program. Live, recorded, and yours to keep.
Yes, I’m inWhat’s included
- Live orientation + 6 live sessions
- Practice Workflows companion course
- Tactic OS skill library + Workbenches
- Four exclusive masterclasses (coming soon)
- Lifetime access to the Accelerator Lab
- All recordings, yours forever
This price is for this cohort only. Future pricing will be higher.
Fast Acting Bonus. The first 10 people who enroll on September 8 (until 11:59 PM ET) get the 30-Day Claude Challenge: in your first 30 days, use what you learn to solve one real problem in your work. Complete it and get one month of your Claude subscription reimbursed, up to $100. New or existing subscription, both count.
Limited seats. Live feedback from me on your own workflow. Enrollment closes TBD.
Enrollment is closed. The next round opens soon.
Ready before the launch?
The next cohort opens publicly on September 8. I’m opening a few priority enrollment places before then — you’re in before it opens to everyone, plus a 1:1 strategy call with me before the cohort starts. Join below and I’ll send you the details.
What priority access gets you
- Early notice when next cohort dates are confirmed
- Priority enrollment before the public launch
- First read of the updated program details
Four standalone AI masterclasses, coming soon.
Keep an eye out for these. Coming soon, we will explore other cool and important topics around AI in finance. AI Masterclasses coming up:
AI Implementation Roadmap
Whether you work inside a large company, run your own consultancy, or use this for your own personal practice, putting AI to work takes best practices and a real plan. In this masterclass we lay out a clear roadmap for implementing what you have learned, in a big team, a small team, or in your own daily practice.
AI Governance, Security and Compliance
How to prevent problems. How to keep an audit trail when you are using AI. How to know when not to use AI at all.
Mini Apps for Finance with AI
How to build small, useful mini apps for your finance job using Claude Code. What to look for. How to package an app. How to deploy it. How to review it. With worked examples.
Finance Storytelling with AI
How to use AI to produce beautiful charts and beautiful presentations, and how to bring elements of finance storytelling into the skills you build.
Enrollment closes TBD.
Limited seats. This pricing is for this cohort only.
Enrollment is closed. The next round opens soon.
Take a priority place ahead of the next public launch.
Take a priority placeBuild it with me, 1:1.
A few times a year, I open a small number of spots to work directly with me on AI workflow implementation and FP&A: individuals who want a partner in the build, and teams putting AI to work on their real processes.
This is hands-on and personal. We design, build, and ship together, on your actual data and your actual problems. Because it is just me, the spots are few and I am selective about fit.
After you apply, I personally review every submission to make sure it is the right fit. If it is, I will be in touch to talk next steps.
Carolina Lago
I’m the main part of my workflows.
I’m Carolina. 25 years in FP&A across Latin America, North America, and Europe. I rebuilt my own work around AI over the last two years, and what I figured out is the method I’m teaching inside this cohort.
The same method that led me to speak on international stages like the Financial Modeling Global Leaders Council, the Association of Finance Professionals, and the Global Excel Summit, and that I’m now using to train corporate teams all over the world.
You don’t need another AI course.
You need a method, and a workflow you can put your name on.
Here is what other students have asked before joining.
How much time per week?
About 4 to 6 hours during the cohort. Two live sessions of roughly 75 minutes each, plus workflow-build time between sessions through the Practice Workflows companion course. Most students find the pace demanding but manageable alongside a regular FP&A job.
What if I cannot make a live session?
Every session is recorded. You can catch up in your own time and bring questions to the next one. The community stays active between sessions for async support.
I am not technical. Is this for me?
Yes, if you already do senior FP&A work. The method is built for finance practitioners, not engineers. If you can run a forecast and write variance commentary, you can run this.
Do I need a paid ChatGPT or Claude subscription?
The method is built and demonstrated on a Claude Max subscription, which is what I recommend you have for the cohort. Because of usage limits, I do not currently cover ChatGPT or Copilot. You can apply the method to those tools later once you have the foundation, but the live work, the demos, and the Tactic OS library all run on Claude.
What if my company blocks external AI tools?
This cohort specifically covers Claude. If your company blocks it, you will need a personal Claude Max subscription and you should plan to work on a personal computer during the cohort.
I am direct about this on purpose. You are not going to wait for your company to approve your growth.
Is this for beginners or for experienced FP&A?
The cohort is built for senior FP&A practitioners with 3 to 15 years of experience. You should already do the work. The cohort assumes you have a real workflow you would like to bring in and rebuild around AI.
Can I get a refund?
No. Tactic OS and the full skill library open on the first session, so the program is not refundable once you are in. That is why enrollment stays open until September 18: take the time you need to decide before then. If you have a question before enrolling, write to me at clago@tacticfinancial.com.
When does the cohort start?
Live orientation kicks off Monday, September 21 at 8am Eastern (New York), and Design begins Wednesday, September 23. The six live sessions run on Wednesdays through Wednesday, October 28 — see the schedule above. Enrollment closes TBD.
What happens after the cohort?
You keep the recordings. You keep access to the Tactic OS skill library and the Workbenches. You keep access to the four exclusive masterclasses as they release. You stay in the Accelerator Lab for life. Future cohorts and standalone masterclasses are offered to alumni at alumni pricing.
Will the four bonus masterclasses be included in future cohorts?
I have not decided yet. They will be sold individually after release. Cohort members get them as part of joining now.
Will there be future cohorts?
Yes, but not at this price and not with the same bonus stack. Future cohorts will be priced higher and the bonus structure will be different.
How is this different from other AI courses?
Most AI courses are for general knowledge workers. Most finance courses are for modeling fundamentals. This is the intersection. AI specifically for FP&A, taught by a practitioner still running the work. The Three Forces lens is my own. The Tactic OS library is what I built for my own work. The cohort is where you build yours.
TBD · Enrollment closes · Limited seats
The rules of FP&A are changing. I’ll help you rewrite them.
Build one workflow you can put your name on.
Yes, I’m in Save my seat at the launch event