Home / AI Enablement Academy / Executive Track Limited Beta — Q4 2026 · Apply for early access

Executive Track

For CFOs and finance leaders who need production AI workflows, not a board-level AI briefing.

$4,950 · 4 weeks · Cohort of 8
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Beta The Executive Track is in limited beta for Q4 2026. The cohort is capped at 8 students. A finance co-instructor with mid-market CFO experience is being confirmed for this cohort — Manuel leads with operational AI expertise; the co-instructor adds finance-domain depth. Applications reviewed personally by Manuel. We are not launching without the co-instructor in place.

The CFO problem in 2026.

17% of finance teams have AI in core workflows. 45% are still in limited pilot mode. The gap between buying tools and seeing ROI is exactly where this program operates — not another vendor explaining what AI can do, but an operator showing you the three workflows to build first and how to measure whether they worked.

Pain 1

The board asks the AI question every quarter. You have Copilot licensed and one finance pilot running. You do not yet have a clear answer on where AI moves the needle in your close, AP, and FP&A functions — and you need one that holds up to scrutiny from a CFO peer.

Pain 2

AP invoice processing consumes 8–12 hours per week across your AP team. The average cost per invoice is $12. The tools exist to bring that to $3. The missing piece is the integration and exception-handling configuration that vendors do not set up for you.

Pain 3

Contract review and vendor management land on finance without warning. Each contract review is a cold-start research exercise because there is no systematic way to surface auto-renewal clauses, payment-term outliers, and indemnity language at volume.

Pain 4

FP&A teams are overloaded on variance analysis and management commentary. The same report is rebuilt from scratch every month. Each "why did COGS increase 4.2% this month?" takes 4–6 hours of an analyst’s week to answer and format.

4-week curriculum.

Each week builds one production workflow on your actual data. The capstone is a 1-page AI operating memo ready for your board pack.

Week 1

The CFO’s AI thesis: what to fund, what to defer, how to talk to the board

A structured framework for evaluating AI investments in the finance function — ROI by use case, data-handling commitments, audit-trail requirements, and the three questions your CISO will ask before approving a finance AI deployment. Starts with your own tool and time-use inventory so the builds in weeks 2–4 target your actual bottlenecks.

tool inventory + one workflow committed with a pre/post measurement plan
Week 2

AP invoice automation

Build an AP workflow on a sanitized sample of last quarter’s invoice queue. The workflow extracts header and line items from PDFs, matches against PO, routes for approval, and surfaces exceptions. We cover the three failure modes that cause AP automation to fail in production: multi-entity routing, foreign-currency handling, and vendor-name disambiguation.

live AP agent pilot on a sample of your actual invoice queue
Week 3

Contract review and vendor management agent

Build a contract review workflow using Claude. The agent surfaces auto-renewal clauses, payment-term outliers, and indemnity language from vendor contracts in under 5 minutes per document. We cover the review checklist, the override procedure, and how to maintain a contract registry your AP and legal teams can query.

5 active contracts reviewed and annotated by the agent
Week 4

FP&A: forecasting and variance analysis with Claude

Rebuild one recurring FP&A report with an AI-assisted workflow. The target: a 13-week cash forecast with scenario sensitivity, or a monthly variance commentary that drafts the top-three-driver paragraph from GL data. The FP&A analyst edits and approves; Claude does the first draft. Capstone is the operating memo.

1 recurring FP&A report rebuilt + AI operating memo for board

Target outcomes.

Targets based on industry benchmarks (ChatFin, AI Finance Automation ROI 2026) and Intelligent IT production data. Individual results depend on existing AP tooling, invoice volume, and team adoption.

$12 → $3 AP invoice cost per invoice (target). Industry benchmark: AI-enabled AP teams reach $3 vs. $12 manual (ChatFin, 2026).
30–50% Faster contract review per document. Target for the week 3 capstone workflow on 5 active contracts.
1 day/week FP&A capacity reclaimed per analyst once the variance commentary workflow is in production.

Format and schedule.

  • Weekly live session — Thursday 12–1:30 PM ET
  • ~3 hrs async video + workbook per week
  • Bi-weekly 1:1 with Manuel (2 calls over 4 weeks)
  • Finance co-instructor for weeks 2–4 (being staffed for Q4 2026)
  • Slack community: 4 weeks + 90 days office hours post-graduation
  • All session recordings available within 24 hours

The 90-day office hours post-graduation are included in the Executive Track price. After 90 days, alumni can continue at $1,500/quarter (optional). A fractional advisory retainer ($4,000/month) is available for graduates who want ongoing finance AI support.

Capstone: the AI operating memo.

What you leave with

A 1-page "AI Operating Memo" documenting the 3 production workflows you shipped, the measured time savings from each, and the board-level investment thesis for continued AI adoption in your finance function. Formatted to paste directly into your next board pack. Most beta participants plan to share it with their CEO and board before the cohort ends. This is not a slide deck — it is an operational document backed by your actual before/after data.

FAQ

The Operator and Director tracks cover our core MSP operations domain. The Executive Track extends into finance operations, which requires a co-instructor with mid-market CFO experience to deliver at the standard we set. That co-instructor is being identified now. The beta cohort (8 students, Q4 2026) runs with Manuel as lead and a finance co-instructor. We are not launching without the co-instructor in place.
Yes, with anonymization guidance. The AP automation capstone is built on a sanitized sample of your last quarter’s invoices — real invoice structure, vendor categories, and approval workflows, with PII and amounts removed for cohort-share. The model works on your actual data patterns, not a generic dataset. We provide a data-prep checklist at enrollment.
The capstone deliverable is a 1-page document that summarizes the 3 production AI workflows you shipped, the measured time savings, and the board-level framing for continued AI investment in the finance function. It is formatted to paste directly into your next board pack — not a slide deck, a memo. Most participants share it with their CEO and board before the cohort ends.
The AI in those tools is configured for the vendor’s use cases, not yours. This track teaches you to extend and connect them — building exception-handling workflows, cross-system reconciliation, and the board-reporting layer that existing tools don’t produce on their own. You keep your current stack; we show you the workflows that run on top of it.

Apply for the Q4 2026 beta cohort.

8 seats · $4,950 · Applications reviewed personally by Manuel · Co-instructor confirmation pending.

Apply for early cohort

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Application received.

We will send Executive Track cohort dates as soon as the Q4 2026 beta cohort is confirmed. Manuel personally reads every application.

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Page as of 2026-05-07. Executive Track is in Limited Beta for Q4 2026. Co-instructor confirmation pending; the cohort will not launch without a finance co-instructor in place. Pricing and cohort schedule subject to change. AP cost-per-invoice targets are based on ChatFin AI Finance Automation ROI 2026 benchmarks; individual results depend on existing AP tooling, invoice volume, and team adoption. © Intelligent Group (DBA Intelligent IT) · intelligentit.io