AI Masterclass for Finance and Operations teams
Demystifying AI. Empowering Teams. Driving Outcomes.
To help Finance and Operations teams stay ahead, Techfarben delivers a
comprehensive suite of AI, Machine Learning, and Data Science solutions built for
real-world impact. Our programs go beyond theory—turning complex data into
smarter forecasts, faster decisions, and streamlined operations.
Developed from three years of deploying production-ready AI Agents in financial and
operational systems, our AI Masterclass equips teams with practical, role-specific
capabilities to unlock efficiency, innovation, and growth—responsibly and at scale.
Who It’s For
- CFOs, Controllers, FP&A teams
- Operations Managers & Transformation Leads
- ERP Administrators and Finance Systems teams
- PMOs, Change Managers, and Process Designers
If your team is thinking:
“How do we actually use AI in what we do every day?”
This masterclass is for you.
What You’ll Learn
Understanding Agentic AI
- What’s an AI Agent (vs ChatGPT)?
- How agents work within ERPs, CRMs & finance stacks
- Real-world use cases in month-end close, P2P, O2C, and more
Process Discovery & Automation Readiness
- Identifying automation opportunities in finance ops
- What needs to be cleaned, mapped, or re-designed before AI can help
- How to think like a process architect
Toolkits & Frameworks
- AI readiness checklist for your systems
- How to evaluate vendors, build business cases, and drive adoption
- How to integrate with NetSuite, Xero, Salesforce, and other platforms
Use Cases We’ll Cover
- Automated invoice validation and approval
- AI-driven close task management
- NLP-powered reporting and reconciliations
- AI Agents for multi-entity data pulls and compliance checks
Format & Delivery
- Live Virtual Workshops (2–3 hours each)
In-House Team Sessions (customized per org)
Optional recordings and toolkits for ongoing reference
Includes templates, use case library, and agent architecture samples
testimonials
What People Say
“This was the first time our finance team actually understood how AI could help — not in 5 years, but next quarter. Hugely insightful.”
Finance Transformation Lead, Logistics Group
“Finally, a no-BS session on how AI integrates with NetSuite and works inside our workflows.”
Head of Ops, APAC Fintech
Why TechFarben?
- Built and deployed over 50+ AI AgenBuilt and deployed over 50+ AI Agent automations
- Deep ERP integration expertise (NetSuite, Xero, Salesforce)
- Global experience across NGOs, startups, and mid-market enterprises
- Trusted by CFOs, COOs, and tech leaders worldwide
Why TechFarben?
Proven AI Agent Delivery
We have successfully built and deployed 50+ AI Agent automations across industries, giving us unmatched practical expertise in turning ideas into reliable, production-ready solutions that deliver measurable impact.
Deep ERP Integration Expertise
From NetSuite to Xero and Salesforce, our team brings years of experience in seamlessly embedding AI into complex ERP ecosystems—ensuring smooth adoption, data accuracy, and long-term scalability for your operations.
Global Industry Experience
Our portfolio spans NGOs, high-growth startups, and mid-market enterprises worldwide. This diversity enables us to design solutions that adapt to different organizational cultures, compliance requirements, and growth stages.
Trusted by Finance & Operations Leaders
CFOs, COOs, and technology leaders trust TechFarben to modernize their finance and operations. We bring a blend of technical expertise, industry insight, and strategic guidance that ensures every deployment drives lasting value.
Ready to Train Your Team for the AI Era?
Empower your finance and ops leaders to think AI-first — and act with clarity.
Limited seats. Custom corporate sessions available on request.
Collaterals
Hero Visual or Motion Graphic
- Concept: A finance/ops dashboard with AI agents working in the background.
- Visual metaphor: Real people + AI agents co-working on financial tasks (like validating invoices or reconciling statements).
Section Icons: “What You’ll Learn”
Use visual icons or tiles for:
- Understanding Agentic AI
- Automation Readiness
- Toolkits & Frameworks
- Understanding Agentic AI
Use Case Visual Grid
Interactive or infographic block to explain 4–5 real-life use cases:
- Invoice approval
- Close task management
- NLP reporting
- Compliance checks
- Data pulls
AI Readiness Checklist (Downloadable PDF)
A practical tool participants can use before attending the session — encourages signup.
Masterclass Slide Deck Preview
Optional sneak peek of 3–5 slides to show the credibility and depth of the content.
Agent Architecture Visual
Diagram showing how an AI Agent plugs into NetSuite or other ERPs — simple and non-technical.
Mini eBook or Guide: “AI Agents in Finance – From Theory to Ops”
Turn this into a shareable resource that also drives people toward booking a masterclass.
Blog Post or Carousel: “5 Things Finance Teams Get Wrong About AI”
Educate while prompting curiosity and demand for the workshop.
Video Promo (Short Reel or Testimonial Clip)
Educate while prompting curiosity and demand for the workshop.
Testimonials as Quote Cards
Visual quotes like:
“Finally, a no-BS session on how AI integrates with NetSuite.”
“This helped our finance team get clarity for Q3 projects — not just future hype.”
Client Logo Row / Trusted By Section
Especially mid-market and finance-heavy logos. Optional tooltip with # of AI Agents deployed.
Schedule Masterclass CTA Section
- Embedded form or button for [Book a Masterclass →]
- Option for “In-House Corporate Session” inquiry.
Masterclass Format Visual
Icons to visually explain:
- Live Virtual
- In-House Custom
- Toolkit + Templates
Event Calendar / Cohort Listing (Optional)
If multiple sessions are planned, a mini calendar with upcoming dates can drive urgency.
Blogs
Learn what FinOps AI Agents are, how they differ from traditional automation, and why they’re transforming finance teams. Includes adoption trends and a real-world case study.
Learn how AI contract parsing reduces revenue leakage, speeds up billing, and improves compliance.
Discover how AI is redefining CFO responsibilities, shifting them from operational controllers to strategic growth leaders.
See how finance AI tools help teams scale without adding headcount, saving costs and improving efficiency.
Understand why ERP alone can’t deliver full automation — and how AI fills the gap.
Learn how AI enables small, agile finance teams to handle enterprise-scale workloads.
Explore the ROI, productivity, and compliance benefits of AI in finance.