Workshops · Operations & Finance

Run finance and ops with
AI as your operating system.

Hands-on workshops that train FP&A, accounting, RevOps, and procurement to use Claude and Cowork — close faster, report in minutes, and cut the manual tax without losing the audit trail. Built on Anthropic’s own Academy curriculum.

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The Unlocks

A productivity overhaul, not a tools tutorial.

Three places AI moves the needle for finance and ops.

∫01
Close faster
Reconciliations, accruals, and variance commentary that used to eat the first week of the month — drafted in minutes, reviewed by a human.
∫02
Reporting on demand
Board decks, KPI packs, and the endless “can you pull…” requests answered from your own numbers, in your format, in minutes.
∫03
Controls, not chaos
Every workflow cites its sources and ends with a human approving the output. Speed without losing the audit trail.
Choose Your Format

Three delivery formats.

Self-serve to fully embedded — pick what fits your team.

SELF-PACED
Self-paced
Your team works through the Anthropic Academy foundations alongside integrand workflow exercises.
  • →Claude 101, AI Fluency, Intro to Cowork
  • →integrand finance & ops exercises
  • →Work at your own pace
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MOST POPULAR · LIVE VIRTUAL
Live Virtual
Live sessions, office hours, and a cohort Slack.
  • →8 live sessions
  • →Office hours with integrand operators
  • →Cohort Slack
  • →Hands-on capstone on a real close or board pack
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LIVE VIRTUAL + EMBEDDED
Live Virtual + Embedded
Everything in Live Virtual, plus we wire it to your real systems.
  • →Full Live Virtual curriculum
  • →We connect Cowork + MCP to ERP/GL, CRM, Drive
  • →Ship your first workflow with you
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The Curriculum

Foundations first. Then measurable gains.

Eight sessions in two arcs: build platform fluency, then turn it into a working close, reporting, and procurement playbook.

FOUNDATIONS · SESSIONS 1–3
∫01AI Fluency for operators
Anthropic’s AI Fluency framework: working with AI effectively, efficiently, ethically, and safely. When to delegate, how to describe the task, how to judge what comes back.
∫02Claude 101 for finance & ops
Core features for everyday work — drafting, summarizing, analysis — and a clear line on where a human stays in the loop.
∫03Cowork foundations
Work alongside Claude on your real files: the Cowork task loop, plugins and skills, file and research workflows. One task, end to end.
PUTTING IT INTO PRACTICE · SESSIONS 4–8
∫04MCP connectors for your stack
Connect Claude to your systems of record, read-only first: ERP/GL, CRM, Drive, Slack. Run a multi-tool workflow.
∫05The monthly close, accelerated
Reconciliations, flux and variance analysis, and commentary drafted from your actuals — every figure traceable to a source.
∫06Reporting & board packs
Turn a KPI export into a formatted board deck or one-pager; answer ad-hoc pulls without waiting on an analyst.
∫07Procurement, vendors & contracts
Invoice triage, contract summarization and term-flagging, spend analysis, and vendor briefs.
∫08Skills & subagents — your playbook
Capstone. Package recurring workflows into reusable Skills and delegate multi-step work to subagents. Walk away with your own AI operations playbook.
Outcomes

What your team masters.

Every session ends with a workflow your team owns.

∫01
Faster close
Reconciliations and variance commentary drafted, not hand-built.
∫02
Self-serve reporting
Board packs and ad-hoc pulls in minutes, from your own numbers.
∫03
Lower manual tax
Invoice triage, contract review, and data wrangling handled by repeatable workflows.
∫04
Controls intact
Every output cites its source and is human-approved — the audit trail survives.
BUILT ON ANTHROPIC’S ACADEMY
Foundations are anchored on Anthropic’s own free Academy curriculum — AI Fluency, Claude 101, and Introduction to Cowork, hosted on Skilljar. We run our finance & ops workflows alongside those courses to turn fluency into a working playbook. We build on Anthropic’s public courses; integrand is not an Anthropic partner and this implies no endorsement.
Book a Workshop

Book your workshop slot.

A focused engagement: we wire your AI clients into one shared company brain, live. Tell us where you'd start and we'll send times — we take on a limited number of new workshops each month.

NOW BOOKING · LIMITED SLOTS30-minute scoping call · sized proposal in 24h
Booked and run on the same platform we operate our own company on.