For finance teams and accountancy firms

AI training for finance teams, on your own ledgers.

I come to your office and set your team up to use AI properly, on the accounting system and the files they already work in. The routine work gets drafted for them, and a person still checks everything before it is posted, paid or sent. Leave it as it is, and the team keeps spending hours on work AI could draft for them.

Formats 2 hours, half a day or a full day
Prices On enquiry
Where London and the South East
Built on Xero, QuickBooks, Sage, Zoho Books, FreeAgent, Sage Intacct, Business Central and NetSuite
Book a 20-minute call

The teams I work with

Who it is for

"I run finance here, as head of finance or financial controller, and there are 2 to 10 of us."

"The rest of the business already uses AI. Finance does not yet."

"We use ChatGPT or Claude for simple things, but I am wary of linking it to the ledger."

"I own the business. I tried to teach them myself, and I could not."

"We are an accountancy practice, and I want the team using AI across our clients' ledgers, safely."

The half day

What the half day looks like

We run from 9:00 to 13:00 at your office, with a break from 11:00 to 11:15. All of it happens on your own files and your own systems.

01

9:00 to 11:00
Claude set up properly

Claude is the AI assistant the day is built on. We start with the privacy settings, then set up Projects (workspaces in Claude that keep your files and instructions together) linked to your own folders. I connect Claude to your accounting system, your spreadsheets and your Word reports, and set up work that runs on its own. Your team also shows me how they work now, so we build around that.

02

11:15 to 12:00
The tasks that eat your time

We pick the tasks that eat your team's time and automate them, on your real files, not a demo spreadsheet.

03

12:00 to 12:45
Your accounting system's own AI

Your accounting system has AI features of its own. We go through what to switch on, what to review before you rely on it, and what is still in beta, which means the supplier is still testing it.

04

12:45 to 13:00
An agent that runs every week

We build an agent together, which is a set of instructions Claude runs on its own. It runs every week without anyone starting it, and a person on your team checks what it produces.

What they walk away with

  • Claude set up to work in their own files
  • Routines for the tasks we picked
  • 1 agent running by itself
  • A clear view of what AI can do for them, including the AI inside their accounting system
  • Confidence using it, rather than nervousness

The systems

The systems I build on

Each of these has AI features of its own. They are partly in beta and change every month, so on the day I tell you what works, what needs a person to review it, and what is marketing.

Xero

JAX, Xero's assistant, matches bank transactions on Grow plans and up, reads receipts and bills, and answers questions.

QuickBooks

QuickBooks Accounting AI categorises bank transactions and flags likely errors; VAT AI checks figures before you file.

Sage

Sage Copilot, in Sage Accounting, drafts overdue payment reminders, flags likely mistakes and spots pay that looks unusual.

Zoho Books

Zia answers questions, drafts invoices and quotes from prompts and flags late payers; bank categorisation is in early access.

FreeAgent

FreeAgent's Smart Capture reads receipts and bills, extracts the details and matches them to bank transactions.

Sage Intacct

Sage Intacct agents track month-end close tasks, flag errors and outliers, and match supplier bills to purchase orders.

Business Central

Copilot in Business Central proposes extra bank reconciliation matches and suggests general ledger accounts for unmatched lines; in preview.

NetSuite

NetSuite Bill Capture, an add-on, reads supplier invoices, fills in the bill and matches it to purchase orders.

Formats

2 hours, half a day or a full day

2 hours of training

On enquiry

A 2-hour session. We agree what it covers on the 20-minute call.

Book a 20-minute call

Half a day on site

On enquiry

The half day at your office, 9:00 to 13:00, for up to 4 people.

  • A pre-session call
  • A written guide within 3 working days
  • 30 days of quick questions by phone or email
  • A 60-minute follow-up call around day 30
Book a 20-minute call

Full day

On enquiry

A full day instead of a half. We agree what the extra time is for on the 20-minute call.

Book a 20-minute call

Before you book

Honest caveats

The AI inside the accounting systems is partly in beta, and it changes every month. On the day I tell you what works, what needs a person to review it, and what is marketing.

The AI drafts. A person on your team posts, pays and sends.

Some teams gain only a few hours a week. If that is you, I will say so on the pre-session call rather than sell you the day.

Questions

Frequently asked

The day is built on Claude, so Claude is the account that matters. Whether your team needs a paid Claude plan depends on what we connect it to, and I confirm that with you on the pre-session call, so nobody pays for something they will not use.
It depends on which AI features you want to use, and those change every month. I check your exact plan with you on the pre-session call, before the day.
The first thing we do on the day is set Claude's privacy settings properly, before any of your files go near it. Passwords and bank login details never go in. Beyond that, the list depends on your clients, your contracts and your own policies, so we agree it together on the day rather than guess.
Not in the way I set it up. The AI drafts, and a person on your team posts, pays and sends. The same goes for the agent we build: it prepares the work, and someone checks the output before anything goes further.
Yes. The half day is on site, at your office, in London and the South East.
Up to 4 people for the half day. If your team is bigger than that, tell me on the 20-minute call and we will work out what makes sense.
That depends on how many hours the tasks we pick take now. Some teams gain only a few hours a week, and if that is you, I will say so on the pre-session call rather than sell you the day. To check it yourself, take the hours those tasks take each week, multiply by the hourly cost of the people doing them, and set that against the price I give you on the call.
That is a reasonable place to start from. We work on their own files and their own tasks, so nothing is abstract, and the AI only drafts: a person still posts, pays and sends. The aim is that they leave confident using it rather than nervous of it.
Yes, practices are one of the teams I built this for. We set the privacy settings first, link Claude's Projects to the right client folders, and agree what never gets pasted in. We agree on the pre-session call which of your clients' systems we cover on the day.
You get a written guide within 3 working days. For 30 days you can send me quick questions by phone or email. Around day 30 we have a 60-minute follow-up call to look at what is working and what is not.

About me

Orgesa Meli

  • 17 years in corporate finance and banking.
  • I run 3 businesses, with AI doing the jobs I would otherwise hire for.
  • I built this site myself, with AI.
Orgesa Meli, founder of ConfigurAI

Next step

Book a 20-minute call

At your office, in London and the South East.

Your own ledgers and your own files.

2 hours, half a day or a full day.

The AI drafts, and a person checks.

Book a 20-minute call

Not ready for a team session yet? Start smaller with the AI audit for small businesses: £495 for a 30 to 45 minute Zoom interview, a 7 to 9 page personalised report within 48 hours, and a 30 minute follow-up call.