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7-Day Certification Program · Finance & Accounting Edition
Master Claude AI for Finance & Accounting
Journal entries. Reconciliations. Financial reports. Forecasting. Cut your close time in half — built for Finance Controllers, Accounting Managers, and Directors of Finance.
Every month the same manual grind. The tools exist to change this — most finance teams just don't know how to use them yet.
⏱
Month-end takes 8–12 days
Manually writing P&L commentary, chasing accruals, and drafting 15 different journal entries by hand — every single month.
📊
Owner reports take all day
Translating financial data into readable narratives for ownership, lenders, and brands shouldn't consume 6 hours of a Controller's time.
⚖️
Reconciliations drag into the next month
Bank recs, AR aging, deferred revenue roll-forwards, intercompany balances — each one a separate manual process.
📉
Variance explanations are guesswork
When housekeeping labor is $45K over budget, ops wants answers fast. Building a root-cause framework from scratch every time is exhausting.
🔮
Forecasts are always stale
Rolling 90-day forecasts require constant updating. Booking pace analysis, pickup modeling, scenario planning — all slow without the right tools.
🤖
AI feels like it's for tech people
Most AI training is generic. Nothing built for USALI, DSCR, RevPAR, city ledgers, and the real workflows of hotel accounting.
The Curriculum
7 days. Real skills. Real hotel numbers.
Every lesson uses hotel-specific data. Every example is a prompt you can use tomorrow morning.
Day 1
🧠
Claude Fundamentals
How Claude thinks & reasons
The 4-part hotel finance prompt formula
GOP vs EBITDA explained with Claude
Day 2
🔗
Connect Excel, QuickBooks, SAP & Outlook
Excel formula generation for revenue trackers
USALI chart of accounts in QuickBooks
SAP codes & Outlook email drafting
Day 3
🗓️
Automate Month-End Close
All core hotel journal entries (PMS, deposits, OTA)
Full accrual schedule with JEs
Month-end close checklist generator
Day 4
⚖️
Reconciliations from One Chat
Bank rec with reconciling items & required JEs
AR aging + allowance for doubtful accounts
Deferred revenue & intercompany roll-forwards
Day 5
📄
Client Reports in 10 Minutes
P&L ownership commentary workflow
Board decks, lender reports & DSCR analysis
STR competitive analysis summaries
Day 6
📈
Forecasting + Variance Analysis
3-scenario revenue budget modeling
Rolling 90-day forecast with pickup analysis
Rate vs. volume variance decomposition
Day 7
🎓
Certification Review
5-question hotel finance skills quiz
Build your personal prompt library
30-day post-certification action plan
What You'll Gain
Measurable results from day one
📒
Draft any journal entry in seconds
PMS revenue, group deposits, payroll, accruals, OTA commissions — give Claude the transaction details and get a ready-to-post JE with memo lines.
⚖️
Close reconciliations in one chat
Bank recs, AR aging, deferred revenue roll-forwards — paste your numbers and Claude checks the math, flags variances, and writes the correcting JEs.
📄
Write owner reports in under 10 minutes
Paste your P&L variances and get a professional, 200-word ownership narrative ready to drop into your monthly report template.
📈
Build forecasts that actually hold up
Three-scenario budget models with sensitivity analysis, rolling 90-day forecasts from OTB data, and rate-vs-volume variance breakdowns leadership will trust.
Time Saved Per Month
P&L Commentary
~5 hrs → ~20 min
Journal Entries
~4 hrs → ~45 min
Bank Reconciliations
~3 hrs → ~30 min
Variance Analysis
~2 hrs → ~15 min
Total Monthly
~30+ hrs saved
per finance team member per month
🔥 Launch Special Pricing
Limited-time discount — save up to 88%
Regular pricing restores when the timer above hits zero. All plans auto-renew at the same discounted rate — cancel anytime from your account dashboard with one click.
🔥
LAUNCH SPECIAL — LIMITED TIME
Prices shown are 80–88% off regular rates. Auto-renews at the same low price. Cancel anytime.
Starter
4-Week Access
Perfect for individuals ready to immediately transform their month-end close workflow.
Your subscription renews automatically at the same discounted rate at the end of each billing period — 28 days, 84 days, or 12 months depending on your plan. Your saved card on file is charged automatically, so you never lose access mid-month. You'll receive a renewal reminder email 7 days before each charge. Cancel anytime from your account dashboard with a single click — no phone calls, no forms. If you cancel, your access continues until the end of the current paid period, then stops.
From Finance & Accounting Professionals
What your peers are saying
★★★★★
"I drafted our entire October owner report in 11 minutes. Normally that takes me most of a Friday afternoon. The P&L commentary prompt alone was worth the price of the whole program."
SR
Sarah R.
Director of Finance · Hospitality Group, Atlanta
★★★★★
"The bank reconciliation module alone saved us from a $6,700 error we'd been carrying for two months. Claude walked us through the math and flagged the unresolved item we'd missed."
MT
Marcus T.
Controller · Property Group, Chicago
★★★★★
"I was skeptical that an AI program could be this hospitality-specific. USALI accounts, PMS terminology, DSCR for lenders — it speaks our language. My entire accounting team is now enrolled."
JP
Jennifer P.
VP Finance · Management Company, Dallas
FAQ
Common questions
None at all. This program is designed for finance and accounting professionals — not technologists. If you can use Excel and email, you have everything you need. The first lesson starts from absolute zero.
The prompting techniques work with any system — QuickBooks, SAP, Opera, Sage, M3, Birchstreet, Aptech, and others. Day 2 covers how to bridge Claude with QuickBooks Online, Excel, SAP, and Outlook specifically. You export your data, paste it into Claude, and work from there.
Your subscription auto-renews at the same discounted rate. You'll get a reminder email 7 days before each charge. If you cancel before the renewal date, your access continues through the end of the current period then stops cleanly — no surprise charges. You can cancel in one click from your account dashboard. We never require you to call or submit a form to cancel.
The 4-Week and 12-Week plans are single-seat licenses. The 12-Month Annual plan includes up to 3 team seats. For larger teams or management companies needing 5+ seats, contact us for enterprise pricing.
Both. Examples range from select-service (180-room hotels with limited F&B) to full-service (350-room properties with multiple outlets, group business, and complex ownership structures). The prompting techniques and frameworks apply to any hotel type — you customize the numbers to your property.
Yes — Claude is Anthropic's AI product. You'll need a Claude account to practice the prompts in this program. Claude.ai offers a free plan that covers most of the training exercises, and a Pro plan ($20/month) that removes usage limits. The cost of this training program covers the curriculum only — not a Claude subscription.
Yes — 7-day money-back guarantee. If you enroll and don't feel the program is worth it, contact us within 7 days for a full refund, no questions asked.
Ready to start?
Close faster. Report smarter. Get certified.
Join finance & accounting professionals who've already cut their close time in half with Claude AI.