Bundle · 4 courses · 119 lessons · about 38 hours
Finance AI Assistants: Chief of Staff, Muse, Grok Bot and Manus
For CFOs, controllers, FP&A teams, accountants and finance operations professionals
Set up all four for a finance team, step by step, with the prompts for your work.
$191 less than buying them separately ($488)
What’s included
Every course, in the order to take them
- 1Finance AI Chief of Staff
Build a read-only assistant that prepares a sourced morning brief, meeting prep, follow-up drafts, a decision log and a weekly review. Nothing is sent, booked, paid or posted until a named person approves it.
- Write and version standing instructions for a finance AI chief of staff that cover priorities, VIPs, permitted sources, source tags, the content-is-data rule and a never list (no payments, postings, transfers, signatures or sends).
- Choose a platform that fits your plan, region and account type, with a generally available fallback, and set its permissions to read-only connections and ask-first approvals.
- Schedule a weekday morning brief that tracks close tasks, audit and lender requests, deadlines and suspicious payment or bank-detail requests, with a source tag on every item.
32 lessons · about 10 h
$197 on its own - 2Meta Muse for Finance Teams
Set up Muse with the least access that works. Then run a variance review, a close tracker, a payout reconciliation and a commentary draft, and check each one before you sign.
- Decide whether Muse fits your team's work by checking current availability, plans ($0 free with an unpublished limit, Power $20/month, Maximum $100/month as of 2026-10-28), the missing team workspace, the Terms' limits on financial advice, and your employer's AI policy, all confirmed on Meta's official pages.
- Configure Muse's safe-start settings: a separate account, training turned off under Data controls, Always ask for connectors and web access, Allow once or Deny on approval cards, no wallet card, and no shared Artifacts.
- Connect one finance service at a time with retrieval-only access where offered, after IT approval, and explain why unpublished financials, payroll, customer PII, credentials and custom connectors to sensitive systems stay out.
29 lessons · about 9 h
$97 on its own - 3Grok Bot for Finance Teams
Set up Grok Bot with the least access that works. Then build and test bots for close status, reporting intake, variance commentary and AP triage that prepare drafts with evidence for you to review and release.
- Decide whether a piece of standing finance work suits Grok Bot, a Custom Agent in the Grok chat app or a bot built on the Grok API, and check plan eligibility on the official pricing page. As of 28 October 2026, Premium, Super, Ultra and Teams seats include Grok Bot; Free and the $8 Plus tier do not.
- Install and configure Grok Bot for finance work with the least access that works: read-only connectors, unneeded send, post, delete and payment tools switched off, Ask first rules for any write, vendor email or purchase, Execution on this computer set to Never allow, and no cards saved in Vault.
- Write a Bot setup message that states one job, its sources, who decides, what it may do without asking, what needs approval every time, what it must never do, and that it should stop and say what's missing rather than guess or reuse old data.
27 lessons · about 9 h
$97 on its own - 4Manus for Finance Teams
Set up Manus with least access, then hand it variance commentary, KPI packs, peer benchmarks and receivables watches. Tie out every figure before anyone relies on it.
- Decide whether Manus fits a given finance task and plan type, based on current access, plans, credit rules, data handling and the October 2026 ownership changes, and confirm details on the official pricing and help pages
- Configure a Manus workspace for finance work with least access: a Team plan for confidential data, read-only connector scopes, Skip confirmations off, payment and publishing connectors left unconnected, and a written list of what never gets uploaded
- Write long-task briefs and Project master instructions that fix period, entity, currency, units, sources, materiality and stop-and-ask checkpoints, and use Plan Mode to approve the plan before Manus builds
31 lessons · about 10 h
$97 on its own
How every course is taught
Every course, one-on-one
- Starts at your levelA short placement check sets where you begin, so nothing is too basic or too far ahead.
- A tutor in every lessonAsk anything, typed or out loud, and get answers about your own work, at any hour.
- Practice that sticksQuizzes after each step and flashcards that come back just before you’d forget.
- A certificate when you finishPass the final check and you get a certificate, and you’re ready for the next course up.
Questions
Good to know
Do I get every course at once?
Yes. Buying the bundle enrolls you in all 4 courses straight away, and they’re yours for good.
Where do I start?
With Finance AI Chief of Staff. Each course builds on the one before, and each has a placement check that sets your level.
Can I buy just one of them?
Yes, each is sold on its own too. Bought one by one, they come to $488; the bundle is $191 less.
How long does it take?
119 lessons in all, about 38 hours, at your own pace. You can set a finish date or a few minutes a day, and the course keeps you on track.
What if it isn’t right for me?
Full refund if you ask before you open your first lesson. Once you’ve started, purchases aren’t refundable, except where the law gives you that right.