AI for Finance Training in Malaysia
Hands-on, HRDC-claimable AI training built for finance and accounting teams. Learn to automate reconciliation, accelerate month-end close, and build FP&A copilots — using sample data, no coding required.
Book Your Corporate Session
AI for Finance Training currently runs exclusively as an in-house corporate programme — no public open-enrolment dates yet.
Private Training
Custom Dates
Or join a public class
Public classes for finance teams
Not ready for a private programme, or only sending one or two people? Join a public class on the same tools this programme uses, alongside finance professionals from other companies. HRDC claimable.
AI Agentic Automation with n8n & Code
n8n workflows for reconciliation, OCR invoice capture and reporting.
Course info & dates →Mastering Claude & Multi Agent Orchestration
Claude for variance analysis, board-pack commentary and audit prep.
Course info & dates →AI Agentic Automation with Microsoft Copilot365
Copilot in Excel, Outlook and Teams for day-to-day finance work.
Course info & dates →Private Corporate Training
Ready to upskill your entire finance or accounting team?
Exclusive in-house sessions for finance teams of 10-30 pax per class. Fully HRDC claimable.
What You'll Build
Real finance workflows, not generic demos. Here's what your team walks out with, ready to run on Monday morning.
AI-Powered Bank Reconciliation
Build a workflow that matches bank statement lines against your ledger automatically, flags mismatches with plain-English explanations, and leaves a clear audit trail for review.
Month-End Close Acceleration
Assemble a checklist-driven AI assistant that pulls trial balance figures, chases outstanding journal entries, and pre-drafts your close pack days faster than the manual routine.
AP/AR Automation & Invoice Matching
Extract line items from PDF invoices and delivery orders with vision-capable AI, then three-way match them against purchase orders and goods received notes without manual re-keying.
Variance Analysis & Commentary Generation
Feed budget-vs-actual figures into an AI workflow that spots the outliers, ranks them by materiality, and drafts first-pass management commentary for your review, not blind sign-off.
FP&A Forecasting Copilot
Design a conversational forecasting assistant that lets planners test revenue and cost scenarios in plain language, then instantly regenerates the underlying model outputs.
Tax Compliance Document Review
Build a first-pass reviewer that checks tax filings and supporting schedules against a rules checklist, surfacing missing documentation and inconsistencies before they reach a partner.
Audit Trail & Compliance Monitoring
Set up continuous monitoring that logs every AI-assisted step in a transaction, flags policy exceptions in real time, and produces an audit-ready trail your compliance team and external auditors can review with confidence.
HRDC Training Architecture
A structured, hands-on approach to mastering AI for finance.
Foundations
Getting your finance team fluent in AI tools, prompting, and secure data handling.
Core Theory
- AI Tools Landscape for Finance Teams: Mapping which AI tools fit reconciliation, reporting, and analysis work, and which don't.
- Prompt Engineering for Financial Data: Structuring prompts that produce accurate, consistent outputs from numeric and tabular data.
- Data Privacy & Confidentiality (PDPA): Handling financial data responsibly under Malaysia's Personal Data Protection Act.
- Spreadsheet-to-AI Workflows: Connecting the Excel and Google Sheets your team already uses into AI-driven processes.
Hands-On Labs
Write and refine prompts against sample transaction data to see accuracy improve in real time.
Run a mock data-handling audit to identify what can and can't be shared with an AI tool.
Connect a live spreadsheet to an AI workflow that cleans and standardizes messy data.
Score your own team's workflows against the AI tools covered to prioritize what to automate first.
Automation
Building the reconciliation, reporting and invoice pipelines finance teams actually need.
Core Theory
- Building Reconciliation Workflows: Designing matching logic that handles exceptions gracefully instead of failing silently.
- Automated Variance Commentary Generation: Turning budget-vs-actual deltas into readable, reviewable narrative drafts.
- Invoice Processing Pipelines: Extracting, validating and routing invoice data end to end.
- Financial Reporting Automation: Generating board-ready reports from raw ledger exports on a schedule.
Hands-On Labs
Build and test a working reconciliation workflow against sample bank and ledger exports.
Automatically pull line items from sample PDF invoices into a structured table.
Generate a first-draft variance commentary from a sample budget-vs-actual dataset.
Set up an automated report that assembles and emails a management pack on a schedule.
Advanced
Scaling from individual workflows to governed, multi-agent finance automation.
Core Theory
- Multi-Agent Finance Workflows: Chaining specialist AI agents together to handle multi-step close and reporting processes.
- Custom AI Assistants for FP&A: Building a purpose-built assistant trained on your own planning templates and KPIs.
- Audit-Ready AI Governance: Logging, versioning and reviewing AI outputs so every automation stands up to audit scrutiny.
- Scaling AI Adoption Across a Finance Team: Rolling out what works from the pilot to the wider department without losing control.
Hands-On Labs
Chain a reconciliation agent, a commentary agent and a reporting agent into one pipeline.
Configure a custom assistant against your own forecasting template and KPI set.
Draft an audit-ready governance checklist for AI-assisted processes in your department.
Build a phased rollout plan to take one pilot workflow to your entire finance team.
Who Should Attend?
Designed for the people who own the numbers — from the desk doing the reconciling to the office signing off the board pack.
Finance Managers & Controllers
Take home ready-to-deploy reconciliation and close workflows that cut days off your monthly cycle without adding headcount.
FP&A Analysts
Build a forecasting copilot and variance-commentary generator that free up hours previously spent formatting slides and chasing numbers.
Auditors & Compliance Officers
Learn to build audit-ready AI monitoring and document-review workflows that strengthen your control environment instead of weakening it.
CFOs & Finance Directors
Get the governance framework and rollout roadmap to scale AI adoption across your entire finance function with confidence and control.
Experience the Workshop
A hands-on, high-energy environment where finance teams actually build, not just listen.
Our People
Learn from practitioners who have actually run finance and audit operations.
Chan Wei Khjan
Process Transformation Lead
Former Audit Partner at YYC. Expert in financial process automation and governance. Leads the technical implementation of AI workflows for finance teams.
LinkedIn
Warren Leow
KAIN founder and Super Group founder
Former management consultant at Bain & Company. Founder of multiple tech startups. Specialist in connecting business strategy with agentic AI implementations.
LinkedInDetailed FAQ
Addressing your data security, technical and HRDC inquiries.
Course Fee
Transparent pricing for your finance team's AI transformation.
Self-Funded (non-HRDC)
Kickstart your finance team's AI journey
- 2 full days of in-person intensive training
- Complete programme materials, tools and templates
- Certificate of Completion
- 3-month post-training WhatsApp group support
- Admission to wider AI Learning Community
HRDC-Claimable
Upskill with your company's HRDC grant
- 2 full days of in-person intensive training
- Complete programme materials, tools and templates
- Certificate of Completion
- 3-month post-training WhatsApp group support
- Admission to wider AI Learning Community
About AITraining2U
AITraining2U was established by professionals to close the divide between academic theory, business and practical industry demands. Our mission is to ensure that AI education translates directly into measurable, real-world results. Since 2025, we have upskilled over 1,800 professionals across Malaysia in AI, Business Transformation, Agentic Automation, and Vibe Coding.
AI for Finance Training was built with a former Audit Partner leading the curriculum, so every workflow is grounded in how a real finance function actually operates — controls, sign-offs, and all. We don't just teach prompt engineering; we teach you how to build automations that survive an audit.
Whether through bespoke corporate masterclasses or intensive public bootcamps, we actively partner with enterprise leaders, technical specialists, and government bodies to accelerate their digital transformation journey and build confident, AI-native organizations.