Ecoworld AI for Finance & Operations Program | AITraining2U

Confidential Proposal

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2 Pillars of Transformation Delivery Methodology Target Outcomes Our Faculty Let's Talk
Ecoworld
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AITraining2U
Confidential Proposal — Prepared for Eco World Development Group

AI for Finance &
Operations Program

A comprehensive program designed to equip 25-35 finance, reporting, and operations staff at Ecoworld with AI agentic automation and AI-powered financial analysis capabilities to transform audit, reconciliation, and reporting workflows.

100% HRD Corp (HRDC) Claimable Under SBL-Khas

2
Training Pillars
25-35
Staff
100%
HRDC Claimable
4
Training Days
The Challenge

Why AI for Finance Matters Now

Property developers that fail to equip their finance and operations teams with AI capabilities risk falling behind competitors who are already automating reconciliation, reporting, and analysis at speed.

Manual Reconciliation Bottlenecks

Finance teams spending days on manual data matching, reconciliation, and audit preparation that AI agents can handle in minutes.

Disconnected Reporting Workflows

Reports assembled manually from multiple sources, creating delays, errors, and inconsistent insights for leadership decision-making.

Underutilized AI for Analysis

Teams unaware of how AI can automate data cleaning, anomaly detection, financial modelling, and generate presentation-ready insights.

Delivery Methodology

Rapid ROI Framework

Our proven deployment hierarchy designed for immediate business value and financial capability building. Each pillar of this program maps directly to a tier of the framework.

Strategy Roll-out Awareness
01

Strategy

Building AI-powered process automation infrastructure for finance workflows, reconciliation, and audit preparation.

Pillar 1: AI Agentic Automation (Process Transformation)

02

Roll-out

Implementation of AI-powered financial analysis, data cleaning, variance analysis, and presentation-ready reporting across finance teams.

Pillar 2: AI for Finance via Claude (Analysis & Insights)

03

Awareness

Organization-wide adoption and cultural shift towards AI-augmented finance operations across all departments.

Organization-wide adoption & cultural shift

Our Credibility

By Accountants, for Accountants

This isn't a generic AI course taught by technologists. Our finance transformation program is designed and delivered by finance professionals who have spent their careers in audit, advisory, and corporate finance — and who now build AI tools for the profession.

Chan Wei Khjan

Chan Wei Khjan

Finance & Process Transformation Lead

Former Audit Partner, YYC — one of Malaysia's largest audit & advisory firms
MIA AI Advisory Council Member — shaping national AI policy for the accounting profession
n8n Finance Automation Specialist — designs and deploys AI agent workflows for real accounting teams

Brings 15+ years of hands-on audit and finance experience — he's automated the exact workflows your team does every day.

Warren Leow

Warren Leow

Founder & Strategy Lead

CFA Charterholder & CIMA — globally recognized finance and investment qualifications
Former Bain & Company Consultant — top-tier management consulting with deep corporate transformation experience
Serial Tech Founder — multiple startup exits, now building AI products for finance teams

Bridges the gap between corporate finance strategy and practical AI implementation — speaks fluent "CFO" and "CTO".

We Practice What We Teach

Built Our Own AI Financial Platform

We don't just teach AI for finance — we've built SuperCFO.app, a full AI-powered financial platform that automates management reporting, cashflow forecasting, variance analysis, and financial modelling for real companies.

The same techniques, workflows, and AI agent patterns we use to build SuperCFO are exactly what we teach in this program. Your team will learn battle-tested approaches from practitioners who deploy these solutions in production every day.

Visit SuperCFO.app

Guaranteed Outcomes of Finance Transformation

Working AI Agents by Day 2

Every participant deploys at least 3 functional automation agents before leaving the workshop.

60%+ Time Savings on Reporting

Participants learn to cut manual reporting and reconciliation time by more than half using AI workflows.

Board-Ready AI Analysis

Finance staff trained to generate executive-quality variance analysis, forecasts, and visual reports using Claude.

3-Month Post-Training Support

Ongoing guidance from our team to ensure successful adoption and ROI realization after the program ends.

The Program

2 Pillars of AI Transformation

A structured program covering AI-powered process automation and financial analysis. Each pillar maps to proven AITraining2U courses tailored for Ecoworld's finance and operations teams.

01
Pillar 1 — Process Automation

AI Agentic Automation via N8N

2-day hands-on workshop teaching finance and operations teams to build AI agents that automate core workflows — from bank reconciliation and invoice processing to audit trail generation and vendor payment verification.

Build AI agents with n8n (no-code/low-code)
Automated bank reconciliation & transaction matching
Invoice processing, OCR & document extraction
Audit trail generation & compliance reporting
Vendor payment verification & approval workflows
Access to 700+ ready-to-deploy Supern8n templates
Target Audience

Finance, Accounts, Operations & Reporting Teams

Duration

2-Day Hands-on Workshop

Estimated Pax

25-35 Staff

View Course Details
02
Pillar 2 — Analysis & Insights

AI for Finance via Claude

2-day intensive workshop leveraging Claude and multi-agent orchestration for financial analysis. Teams learn to use AI for data cleaning, anomaly detection, financial modelling, variance analysis, and generating presentation-ready reports and board-level insights.

Claude-powered financial data cleaning & structuring
Automated variance analysis & anomaly detection
AI-assisted audit preparation & working paper generation
Financial modelling & scenario analysis with AI
Presentation-ready reports & board deck generation
Multi-agent orchestration for complex financial workflows
Target Audience

Finance Managers, Financial Controllers, Reporting & Audit Teams

Duration

2-Day Intensive Workshop

Estimated Pax

25-35 Staff

View Course Details
Why Both Pillars Matter

Two Tools, One Transformed Team

N8N and Claude serve fundamentally different but complementary roles for your finance team. Together, they cover the full spectrum — from automating core business processes to empowering individual productivity.

01

N8N: Core Business Processes

Systems Automation

N8N automates the repeatable, system-to-system workflows that consume your team's time every day. These agents run 24/7 in the background, handling the heavy operational lifting.

Bank reconciliation — match thousands of transactions across accounts automatically, flagging exceptions only
Invoice OCR & routing — extract data from invoices and route for approval without manual data entry
Audit trail automation — generate compliance documentation and audit-ready logs continuously
Vendor payment verification — cross-check payment details against contracts and flag discrepancies

Time Saved: 15-20 hours/week in manual reconciliation and data entry across the finance team

02

Claude: Individual Productivity

Personal AI Copilot

Claude empowers each team member individually to work faster and smarter on judgment-heavy tasks — analysis, reporting, and decision support that require human context.

Variance analysis — upload financial data and get instant, narrative explanations of key variances and trends
Board deck generation — transform raw numbers into presentation-ready slides with commentary in minutes
Data cleaning & structuring — clean messy spreadsheets, normalize formats, and prepare analysis-ready datasets
Financial modelling — build scenario analyses and what-if models with natural language instructions

Time Saved: 8-12 hours/week per person on reporting, analysis, and presentation preparation

+
=

Combined Impact: 60%+ Time Savings Across the Finance Team

N8N eliminates the repetitive system tasks your team shouldn't be doing manually. Claude amplifies the analytical and judgment work your team should be doing — just 10x faster. Together, your finance team shifts from data processing to strategic decision-making.

Program Summary at a Glance

Pillar Program Audience Duration Post-Training Support Est. Pax
01 AI Agentic Automation (n8n) Finance & Operations 2 Days 3 Months 25-35
02 AI for Finance via Claude Reporting & Audit 2 Days 3 Months 25-35
Suggested Rollout

Phased Deployment Timeline

A 6-8 week phased rollout ensures minimal business disruption while maximizing adoption and impact across 25-35 finance and operations staff.

P1
Weeks 1-3

AI Agentic Automation

2-day workshop for 25-35 finance & ops staff. Build and deploy AI agents for reconciliation, invoice processing, and audit automation.

P2
Weeks 4-6

AI for Finance via Claude

2-day workshop. Master AI-powered financial analysis, data cleaning, variance analysis, and presentation-ready reporting.

Expected Impact

Target Outcomes

Measurable transformation metrics Ecoworld can expect within the first 6 months post-program.

Automated Reconciliation

AI agents handling bank reconciliation, transaction matching, and exception flagging — reducing days of manual work to minutes.

Intelligent Audit Preparation

Automated working paper generation, audit trail compilation, and compliance documentation with AI assistance.

60% Faster Reporting

AI-powered data cleaning, analysis, and report generation cutting monthly close and reporting cycles significantly.

Presentation-Ready Insights

Claude-generated board decks, variance analysis reports, and financial summaries ready for leadership review.

Anomaly Detection at Scale

AI continuously monitoring transactions for irregularities, duplicate payments, and compliance risks.

Self-Sufficient Finance AI Team

Finance team independently building, maintaining, and expanding AI workflows without IT dependency.

Investment

Program Investment

Adjust the number of cohorts per pillar to simulate your total investment. All training pillars are 100% HRDC claimable. Each cohort includes 3 months of post-training support.

01

AI Agentic Automation

2-Day Workshop
RM85,000 / cohort

Up to 35 pax per cohort. Includes 3 months support.

Cohorts
1
Subtotal: RM85,000
HRDC Claimable
02

AI for Finance via Claude

2-Day Workshop
RM85,000 / cohort

Up to 35 pax per cohort. Includes 3 months support.

Cohorts
1
Subtotal: RM85,000
HRDC Claimable
HRDC Claimable
RM170,000

Claimable via SBL-Khas

Net cost to company: RM0

Total Program Investment
RM170,000

All Pillars

100% HRDC claimable

Enterprise Value vs Public Classes

Standard public class rate: RM3,500/pax. At 35 pax, that's RM122,500 per cohort. Your enterprise rate of RM85,000/cohort (35 pax) saves RM37,500 per cohort (31% savings). Smaller teams of 25 pax available at RM75,000/cohort (vs RM87,500 public rate — 14% savings). All with customized content tailored to Ecoworld's workflows.

* All prices in Malaysian Ringgit (RM) and are subject to +8% SST. Training pillar pricing includes 3 months of post-training support per cohort.

Employer Assurance

100% HRD Corp
Claimable

All training pillars of this program are fully covered under the SBL-Khas scheme. Ecoworld can utilize your existing HRDC levy to fund the entire upskilling program with zero out-of-pocket cost.

01

Inquiry & Proposal

We provide a customized proposal with detailed breakdown per pillar.

02

Grant Application

Submit via the e-TRiS portal using our registered provider code.

03

Execution & Claim

We handle the post-training claim process directly with HRD Corp.

Trusted by Malaysia's Leading Organizations

Ryt Bank
CCM
MR. DIY
Shopee
YYC Advisors
MoneyMatch
Zus Coffee
myNEWS
CTOS
IGB Berhad
Gentari
Pharmaniaga
Ryt Bank
CCM
MR. DIY
Shopee
YYC Advisors
MoneyMatch
Zus Coffee
myNEWS
CTOS
IGB Berhad
Gentari
Pharmaniaga
Scale & Reach: Our Training in Action
AITraining2U Large Scale Enterprise Training Collage

World-Class Faculty

Finance professionals turned AI practitioners. Our trainers bring decades of experience from Big 4 audit, management consulting, and building production AI financial systems.

Warren Leow

Warren Leow

Founder & Strategy Lead

CFA Charterholder | CIMA | Ex-Bain & Company. Former management consultant with deep corporate finance expertise. Founder of multiple tech startups with exits, including SuperCFO.app — an AI financial platform. Bridges strategy and AI implementation for finance teams.

LinkedIn
Chan Wei Khjan

Chan Wei Khjan

Finance & Process Transformation Lead

Ex-YYC Audit Partner | MIA AI Advisory Council. 15+ years leading audit and finance transformation engagements. Now designs and deploys AI agent workflows for accounting and finance teams. Brings real practitioner credibility — by accountants, for accountants.

LinkedIn
Poo Kuan Hoong (KH)

Poo Kuan Hoong (KH)

Data Science, ML and AI Specialist

Deep expertise in AI/ML and Data Science platforms. Specialist in production-ready data and AI solutions spanning modern data engineering, MLOps, and practical GenAI/agent workflows.

LinkedIn
Marcus Chia

Marcus Chia

UI/UX & Product Lead

Expert in translating user needs into functional AI-driven interfaces. Teaches how to use Antigravity and Claude Code to build polished, user-centric apps.

LinkedIn
Tze Jin

Tze Jin

AI & ML Specialist

Deep expertise in machine learning and backend logic. Guides participants on integrating complex AI reasoning and database structures.

LinkedIn
Shah Mijanur

Shah Mijanur

Cybersecurity & Agentic Security Expert

Expert in data pipelines, database management, and RAG integration, optimizing how AI agents retrieve and process internal knowledge securely.

LinkedIn

Why AITraining2U

1,000+ Professionals Trained

Proven track record across 300+ organizations including Bursa-listed companies, GLC subsidiaries, and leading Malaysian enterprises.

Enterprise-Grade Delivery

Private sessions for cohorts of 25-35 pax. On-site or at our training facility. Fully customizable content aligned to your industry context.

700+ Ready-to-Deploy Templates

Access to the Supern8n marketplace with pre-built AI workflow templates covering real estate, finance, operations, marketing, and more.

Registered HRD Corp Provider

All programs are 100% claimable under SBL-Khas. We handle the end-to-end claims process, making it seamless for your HR and L&D teams.

Ready to Transform
Ecoworld?

Let's schedule a 30-minute briefing to walk your leadership team through the full program structure, pricing, and HRDC claims process.

hi@aitraining2u.com
+6011-37034050