AI your accountants will use without losing the numbers.
We train your whole team, on your own books, to see exactly where AI saves hours — and where a number still has to be checked and signed by a human.
In a finance or accounting practice, the line between help and harm is thin. AI can draft a board-ready commentary in minutes and it can also state a figure with total confidence and be wrong. The skill your team needs is not prompting. It's judgment: knowing which tasks AI can carry and which ones it must never own.
We train that judgment on your own work — your trial balances, your client files, your reporting templates — not on toy examples. Every employee learns hands-on, on real matters, so the habits survive the first busy season.
The premise is simple. AI assists. People verify. People sign. We build the workflow around that and make the risk line visible to everyone, from the partner to the junior.
Analysis & reporting drafts from your data
Your team learns to turn a clean trial balance or management pack into a first draft of the narrative — variance commentary, KPI write-ups, board notes — in your house style. The draft is a starting point the accountant edits and owns, never a final figure to copy.
Reconciliation & document extraction
We work through the grind: pulling line items off invoices, bank statements and CFDIs, matching them, and flagging what doesn't tie out. The point is to cut manual keying while keeping a human eye on every exception the model surfaces.
Research on regulation, tax & standards
Your people learn to use AI to get oriented fast on a tax treatment, an SAT rule or an NIF/IFRS question — and, just as important, to verify every answer against the primary source before it touches a client. We make 'cite or it didn't happen' a reflex.
Safe data handling & a clear risk line
We set the rule that protects the firm: what never goes into a public model. Together we write a short, plain policy on client financials, personal data and CFDIs under the LFPDPPP, and the team practices the secure, private path for sensitive work.
Reporting cycles that close faster, because the first draft of the commentary is already on the page when the accountant sits down.
Fewer manual hours lost to extraction, reconciliation and re-keying — time that goes back to review and advisory.
A team that knows, without being told, which tasks AI can carry and which numbers must be verified and signed by a person.
A written, enforced line on what client and financial data never leaves the firm — defensible under the LFPDPPP.
Habits that hold up under deadline pressure, reinforced one-on-one for three months after we leave.
What does an engagement actually look like, and how long is it?
We embed with your firm on-site for roughly one to two months and train every employee hands-on, using your own books and client work as the material. After that, we stay on for three months of remote one-on-one reinforcement so the habits hold through a real reporting or filing cycle. The exact shape depends on your headcount and your busy-season calendar.
Is the training on-site or remote?
Both, in sequence. The intensive hands-on phase is on-site at your office in Mexico City or wherever your team sits, because that's where the workflows and the partners are. The reinforcement phase is remote, one-on-one, so people get help on real tasks as they hit them in their own work.
How do you handle confidentiality and our clients' financial data?
That's a module, not an afterthought. We work under NDA, and we define a clear line for what never goes into a public model — client financials, personal data and CFDIs covered by the LFPDPPP. Your team learns the secure, private path for sensitive work, and for firms that need it we can train on a private or on-premise setup so nothing leaves your control.
What does it cost?
Every engagement is quoted to fit. Pricing depends on your headcount, the number of offices, the depth of the reinforcement phase and whether you need a private or on-premise setup. We scope it with you before anyone commits — no packaged tiers, no per-seat licensing.
Can you train our team in Spanish and in English?
Yes. The firm is bilingual and based in Mexico City. We deliver in natural Mexican Spanish, in English, or in a mix, matched to your team. Materials and the data-handling policy come in the language your people actually work in.
How big does our team need to be, and who is this for?
It's built for whole firms rather than a single power user — partners, managers, seniors and juniors all train, because the value comes from a shared standard, not one person's tricks. We keep cohorts deliberately small and capped so the training stays hands-on. Boutique practices and mid-size firms are the sweet spot; we'll tell you honestly if you're too small to justify it.
AI training for firms
The core program — hands-on AI training for your whole team.
AI for law firms
Research, drafting and review — safely, on your own matters.
AI for architecture studios
Proposals, drafting and a brand-safe image workflow.
AI for marketing & PR agencies
Content and campaigns in each client’s brand voice, without leaking what’s under embargo.
AI for medical practices
Clinical notes, admin and follow-up faster — patient data private.
AI for engineering firms
Calc memos, reports and bids — the numbers stay with the engineer.
AI for real estate
Listings, lead follow-up and contract drafts — client data private.
Private & secure AI
Use AI without leaking client data — LFPDPPP, privilege, on-prem.
Let's find where AI fits your practice
Tell us about your firm — your size, your reporting cycle and your concerns about accuracy and confidentiality. We'll come back with a candid view of what's worth training and what isn't, and a plan quoted to fit.