01 Training
Training on Claude, ChatGPT and Grok for accounting, finance and operations teams (using AI to work through documents, numbers and business workflows with the team day to day)
A workshop where AI works on the team's own real files: accounting work from pulling data off tax invoices through to reconciliation, and business workflows for operations teams. We can train on Claude, ChatGPT and Grok, including always-on AI agents such as Grok Bot. The team leaves with a new way of working, not just knowledge.
We reply within 2 working days. The first conversation is free.
hello@productize.life
What you get
- 01
Talk with the team first to find the most time-consuming, error-prone work, then pick topics and tools (Claude, ChatGPT or Grok) that match it
- 02
Practice with the documents and accounting software the team actually uses
- 03
Prompts and Skills, the reusable instruction sets in Claude, that fit the team's work and stay with you afterwards
Best for
Accounting, finance and operations teams holding client financial data, where security is taught from the first hour rather than as a closing footnote
Where this service sits on the map
Service 01, teaching and coaching your team, does not sit on any one lane. It runs across the whole map, because whichever way the answer goes, your team has to be fluent with AI first to know whether that answer is the right one.
The person who decides with you whether this is a fix, a build, or a buy: sitting beside you as an advisor, or taking it on as work with an agreed scope.Standing up an agent fleet
A team of AI agents working on the schedule you set, with people on your team reviewing the work: scope design, a review system to check their work, and handover with rules your team controls.Product requirements advisory for vibe coding
Turn an idea into a requirement AI can actually build from. Free tools on Productize: a readiness quiz, and an AI that pushes back on your idea and drafts a Product Requirement outline.On-premise AI bill reading
A pile of bills becomes an Excel file. The enterprise version runs on your own machines and the data stays inside your organisation; or try the free trial, 30 bills a month.Internal tools built with AI
The internal tool your team has wanted for a long time, from the real problem through to a system in use, handed over with a way to maintain it yourselves.Claude, ChatGPT and Grok training for accounting, finance and operations teamsA workshop where AI works on the team's own real files: accounting work from pulling data off tax invoices through to reconciliation, and business workflows for operations teams. We can train on Claude, ChatGPT and Grok, including always-on AI agents such as Grok Bot. The team leaves with a new way of working, not just knowledge.
- Claude, ChatGPT and Grok training for accounting, finance and operations teams
A workshop where AI works on the team's own real files: accounting work from pulling data off tax invoices through to reconciliation, and business workflows for operations teams. We can train on Claude, ChatGPT and Grok, including always-on AI agents such as Grok Bot. The team leaves with a new way of working, not just knowledge.
- Product requirements advisory for vibe coding
Turn an idea into a requirement AI can actually build from. Free tools on Productize: a readiness quiz, and an AI that pushes back on your idea and drafts a Product Requirement outline.
- On-premise AI bill reading
A pile of bills becomes an Excel file. The enterprise version runs on your own machines and the data stays inside your organisation; or try the free trial, 30 bills a month.
- Internal tools built with AI
The internal tool your team has wanted for a long time, from the real problem through to a system in use, handed over with a way to maintain it yourselves.
- Standing up an agent fleet
A team of AI agents working on the schedule you set, with people on your team reviewing the work: scope design, a review system to check their work, and handover with rules your team controls.
- Acting as your head of technology for a stretch
The person who decides with you whether this is a fix, a build, or a buy: sitting beside you as an advisor, or taking it on as work with an agreed scope.
Tell us about your work
We reply within 2 working days. The first conversation is free.
hello@productize.life