Reskilling finance

The challenge

AI is reshaping finance work faster than most teams can adapt

The pressure is not coming from one direction. It reaches CFOs through the board, partners through their clients, controllers through the close calendar, and risk leaders through the regulator. The teams that build real AI capability now will handle more work, advise better, and carry less risk doing it.

The valuable work is growing, but only for teams with capacity to take it

Reporting, reconciliation, variance analysis and documentation are increasingly AI assisted. Teams that automate that layer move into planning, advisory and decision support. Teams that do not stay busy on the same manual work while margins erode.

Capacity is now a strategy question, not an admin one.

Generating output is easy. Validating it is the hard part.

AI can produce a variance analysis, a board narrative or a risk summary in seconds. Without a team trained to interrogate those outputs, catching wrong assumptions and misread data, you are not more efficient. You are faster at producing unverified work.

Speed without verification just moves the error downstream.

Generic AI training does not reduce your exposure

Off the shelf courses teach prompting. They do not teach a controller to audit an AI generated reconciliation, an auditor to validate output against source data, or an underwriter to apply professional skepticism to a model that sounds confident and is wrong.

Awareness is not the same as accountability.

The people you present to are running their own AI analysis

Clients, boards, auditors and executive teams are using AI to model scenarios, rebuild your numbers and challenge assumptions before the meeting starts. If your team cannot match that level of capability, you are no longer the most informed person in the room.

The questions are getting harder, whoever is asking them.

The solution

Your team keeps the judgement. AI does the lifting.

Etiq trains finance people inside the workflows they already run, and checks the output before anyone acts on it. Nobody leaves the desk for a week of training.

Learn on real work

Pathways built from your role and your actual tasks.

Get coached live

The prompt coach shows what is missing or wrong as you work.

Verify before it leaves

Output and sources are checked during the work, not at review.

Prove it is real

Progress measured by verified output, not completion.

Learn

Built on your workflows, not on AI awareness

Every module starts from a task your team already owns. Analysts, controllers, auditors, risk and insurance teams each follow their own route.

Real tasks: reconciliation, variance analysis, report validation, risk flagging.
Verification in every module: checking against source becomes a habit.
Assessed on output, not on modules completed.

Etiq Reskill course module built around financial workflows

Measure

Know who can be trusted with AI assisted work

Finance leaders are asked whether AI capability is real and safe to rely on. This answers it with evidence rather than opinion.

Skills matrix by role: who is ready for which work today.
Verification scores over time: proof capability is improving.
Verified artifacts you can show a board, a client or a regulator.

Trusted by

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Who it is for

Built for the people accountable for the numbers

Etiq is used across corporate finance teams, accounting and advisory firms, and insurance and financial services organisations. The workflows differ. The requirement is the same: output that can be trusted and defended.

Select your role to see what that looks like.

Six roles, six different reasons this matters. Pick the one closest to yours.

CFOs and finance directors

Know where your function actually stands

You are being asked what AI is delivering and whether it is safe to rely on. Etiq turns that into evidence rather than opinion, and turns time spent producing numbers into time spent interpreting them.

Capability visible by role, so you know who can be trusted with AI assisted work
A shorter close and fewer review cycles, without adding headcount
An answer for the board on adoption that is based on verified output, not attendance

Managing partners and practice leaders

Protect quality while the practice takes on more work

Clients are already running their own AI analysis and arriving with questions your team has not modelled yet. Capacity has to grow without putting deliverables or professional standards at risk.

Faster turnaround on recurring client work with verification built into the process
Consistent output across the team instead of quality that varies by who did the job
Documented, verified work you can stand behind in a review or an inspection

Financial controllers and heads of FP&A

Close faster without losing control

Reconciliation, consolidation, commentary and board packs are where the calendar goes. Your team learns to run those workflows with AI and to check every output against source data before it leaves the function.

Applied training on the workflows you actually run each month
Verification as a standard step, so errors surface early instead of at review
Repeatable methods that live in the process rather than in one person's head

Insurance, risk and compliance leaders

Use AI in work that gets audited

Underwriting notes, claims summaries, controls narratives and regulatory documentation carry real consequences when they are wrong. Confident language from a model is not evidence.

Teams trained to interrogate AI output, not just produce it faster
Private workspaces, so sensitive data never touches shared infrastructure
A defensible record of how AI assisted work was checked and by whom

Senior accountants, analysts and advisors

Stay the most informed person in the room

Role based pathways built on the work you already do. Analysts, controllers and senior advisors each follow a different route, and progress is measured by the quality of what you produce.

Real tasks, from variance analysis to report validation and risk flagging
A prompt coach and verification working alongside you on live work
Assessment based on accurate output, not on modules completed

Heads of L&D and transformation

Show capability, not attendance

You are expected to prove that the investment changed how people work. Completion rates cannot do that. Verified output can.

Skills matrices that show readiness by role across the function
Quality verification scores tracked over time as real evidence of progress
Verified work artifacts you can put in front of leadership or a regulator

Everything included

Built for finance work where being wrong has consequences

Whether the output goes to a board, a client, an auditor or a regulator, the standard is the same. Etiq is designed for that standard rather than adapted to it.

Verification

Errors caught before anyone acts on the number

Verification runs on the output, the sources behind it and whether those sources hold up. Your team builds the habit of checking during training and keeps it in live work, which is where it matters.

Governance

Private workspaces for sensitive financial data

Learning happens in isolated environments. Ledgers, client files, models and policy data never touch shared infrastructure, so legal and IT can sign off before the first user logs in.

Visibility

A clear answer on who is ready for what

Skills matrices and verification trends show readiness by role across the function, where the gaps sit, and whether capability is genuinely improving month to month.

Speed

Productive from week one, not after a training cycle

Teams learn by doing real work with verification running alongside them. No productivity dip while people sit in sessions, and no waiting months for a new hire to reach full speed.

Why Etiq is different

Train your teams with Etiq's
verification-first upskilling agent

Practical AI capability from day one

Etiq is built for practical, hands-on AI learning. With built-in verification and guardrails, teams can learn directly within real workflows, not in isolated training environments. From day one, employees can use AI on real tasks while Etiq helps catch output errors, identify data quality issues, and improve prompting for better results. That means productivity gains start in week one, not after a long training cycle.

Build AI capability your firm
can put its name on.

No commitment, just a practical conversation about where your team is, what verification-first AI capability looks like for your workflows, and how quickly we can close the gap.

Book a conversation with Etiq See pricing

The Hidden Cost of Manual Finance Work, an Etiq executive briefing for finance leaders

Executive briefing, 8 pages

Find out what manual finance work is really costing you

Most finance functions already own capable AI and still close the books by hand. This briefing explains why, and shows you where the time goes back. Read it in fifteen minutes and take three things into your next leadership meeting.

A number you can put on the problem. What a ten day close, manual reconciliation and rewritten commentary actually cost, measured in decisions delayed rather than licences bought.
Five workflows worth reviewing this quarter. Close and reconciliation, board packs, variance commentary, compliance documentation and forecasting, each with the bottleneck and what changes.
How the firms ahead of you sequence it. A phased view of the first twelve months, plus the five mistakes that quietly sink most AI investments before anyone notices.

Download the report

Benchmarks from McKinsey, APQC and Ledge. Nothing to fill in, no sales pitch until the last page.

AI is raising the bar for finance professionals.Is your team keeping up?