AI training courses / Course 03

Course 03 · Live AI training

AI for Finance, Accounting and Payroll Teams

AI assistants and agents applied to reconciliation, management reporting and month-end in a small finance function.

10 instructional hours5 sessions of 2 hours, one per weekUp to 8 trainees$3,000 per traineeTwo-seat minimum
Join the list for this courseAll five courses

Massachusetts Express status

Editing, pending review
Editing
Submitted
In review
Approved

Support Forge is revising the course listing before it goes to review, or answering the reviewer's questions. Not yet approved.

Employers can apply only after approval. Join the list and we tell you the day it is approved, then help you file at least 21 days before the first session.

Source: our partner Support Forge's course listing at support-forge.com/training/ai-finance-accounting-payroll. Status checked by Support Forge on October 9, 2026; reviewed by JMK Ventures on October 13, 2026.

Who it is for

Built for these roles

Bookkeepers, controllers, payroll and AP/AR administrators, office managers who keep the books, and finance leads at Massachusetts companies with 5 to 100 employees.

Prerequisites: Comfort with Excel. No programming background needed.

Format

How it runs

Hours
10 instructional hours, 5 sessions of 2 hours, one per week
Delivery
Live over video; hybrid on request. 100% live and instructor-led, during paid work hours. Not self-paced.
Cohort
Up to 8 trainees, two-seat minimum
Price
$3,000 per trainee ($300 per instructional hour)
Tools
No specific AI product is required. Participants use free or employer-held accounts and a standard practice set: a sample payroll register, general ledger export and operational report set, provided at no charge.
Learning outcomes

What your team can do by the last session.

Reconcile exports from payroll, accounting and operational systems with AI assistance
Build and check a weekly or monthly management report
Draft variance explanations from report data
Catch exceptions before they post, such as duplicate IDs, zero or placeholder values and outdated distribution lists
Keep report constants, recipients and rules in one documented place
Apply data-handling rules for financial and employee information
Session by session

Each session is a lesson, then hands-on practice.

Every exercise uses the same standardized practice material, so nobody works on live company data during the course. Applying the method to your own business comes after.

Session 1How AI tools handle financial data, where they fail, and the data-handling rules. Then a first structured comparison of the practice payroll register and ledger export.
Session 2Matching keys, tolerances and exception lists. Then reconciling the payroll register to the general ledger and producing an exception list.
Session 3Building and checking a management report and drafting variance explanations. Then the monthly report with a variance narrative tied to source figures.
Session 4Pre-posting exception checks and keeping rules in one documented place. Then adding those checks and a single rules file to the practice report.
Session 5Capstone: each participant builds one reconciliation and one governed monthly report, reviewed against the rubric with written feedback.
Capstone

How the work is checked

Each participant's capstone is reviewed against a written rubric, and everyone gets written feedback.

  • The reconciliation ties out
  • Planted exceptions are flagged
  • Rules and recipients are documented in one place
  • No restricted data is used
Scope

What the course is not

  • Not self-paced. Every hour is live and instructor-led.
  • Does not include AI tool licenses, subscriptions or software access.
  • Not an assessment, implementation, advisory or coaching engagement, and not bundled with one.
  • Not work on your own systems or data. That happens after the course, and it is where JMK Ventures can help.
Paying for it in Massachusetts

Workforce Training Fund Express, once approved

  • Employers with 100 or fewer Massachusetts employees can apply for up to 100% of the course cost, up to $3,000 per employee.
  • Every participant must be a W-2 employee of the company receiving the grant, owner-operators included.
  • The application is due at least 21 days before the first session, with a DOR Certificate of Good Standing, a DUA Certificate of Compliance and a W-9.
  • This course is not approved yet, so employers cannot apply for it today.

How the Massachusetts program works

Outside Massachusetts

Your state may pay part of it

Most states run their own employer training grant with their own rules on providers, rates and timing. Some cover this kind of course and some do not.

Find your state's program

SF

Delivered with our partner, Support Forge

JMK Ventures offers this course with Support Forge, our training partner. Support Forge LLC, based in Haverhill, Massachusetts, is a registered training provider with the Massachusetts Workforce Training Fund Express Program. Support Forge teaches and invoices the course, which keeps the invoice in the registered provider's name, as the Express Program requires.

Support Forge is not affiliated with or endorsed by Commonwealth Corporation or the Workforce Training Fund. Program terms are set by Commonwealth Corporation (commcorp.org/express) and govern over anything on this page.

The other courses

Not the right fit? Four more to choose from.

AI Enablement for Small Business TeamsEditing, pending reviewClaude Code for Operations and Data TeamsSubmitted for reviewAI for Field Service and Trades BusinessesEditing, pending reviewAI for Professional PracticesEditing, pending review
15 minute eligibility check

Tell us your state. We tell you what it pays.

Every state has its own checklist, so the form asks where you are first. Send it and we come back within one business day with what your state's program covers, whether your team qualifies, and the dates you have to hit.

  • You are a private employer with W-2 employees in your state
  • The people you would train are on your payroll, not owners, 1099 contractors or temps
  • You can pay the course invoice first and be reimbursed by the state
  • Training can happen on paid time, at regular wages
  • You can wait out your state's lead time before the first session
More than 100 employees, or in a state marked limited? Send the form anyway. Several states have a second route for larger employers, and we will tell you if one applies to you.

See if your team qualifies

Takes about a minute. We reply within one business day.

More than 100 employees puts some programs out of reach, but not all of them. Massachusetts, for one, has a General Program for larger employers with a 1-to-1 match. Send the form and we will route you.

No cost and no obligation. Help with the application is free, and you file it. Approval is decided by your state's program and is not guaranteed.

✓

Got it. You are on our list.

We will email you within one business day with what your state's program pays and the 15 minute call to confirm your eligibility. Want to skip the back and forth?

Pick a time now
10 hours, live, on paid time

Ready to put your team through AI for Finance, Accounting and Payroll Teams?

Fifteen minutes tells you whether your team qualifies, what your state pays and the dates you have to hit.

Check my eligibilityCompare the courses
No cost, no obligationApplication help is freeYou pay first, then get reimbursed

Courses are delivered by Support Forge LLC, JMK Ventures' training partner and a registered training provider with the Massachusetts Workforce Training Fund Express Program, based in Haverhill, Massachusetts. JMK Ventures offers these courses as a Support Forge partner and may be compensated when you enroll. Neither company is affiliated with or endorsed by Commonwealth Corporation, the Workforce Training Fund or any state agency named on this site. Course approval status comes from Support Forge's course listings at support-forge.com/training, checked by Support Forge on October 9, 2026 and reviewed by JMK Ventures on October 13, 2026. Reimbursement depends on the course being approved and your application being approved, and is not guaranteed.