Build Your Brief

 AI Masterclass for Finance and Operations teams

Demystifying AI. Empowering Teams. Driving Outcomes.

TechFarben offers end-tAI isn’t just a buzzword anymore — it’s your next competitive advantage.o-end AI, Machine Learning, and Data Science services that turn data into smart decisions. We go beyond dashboards—delivering production-ready models and pipelines that power forecasting, recommendation engines, operational alerts, and more.

At TechFarben, we’ve spent the last three years deploying real AI Agents into real financial and operational systems. Now, we’re sharing everything we’ve learned in a hands-on, high-impact AI Masterclass designed specifically for Finance and Operations teams.

This isn’t a theory. This is practical, industry-shaped knowledge tailored to your workflows.

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

Ready to Train Your Team for the AI Era?

Empower your finance and ops leaders to think AI-first — and act with clarity.

Book a Masterclass →

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

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.