Discovery training
A first session to give the whole team the same foundation: what these tools can do, what they cannot, and the first few moves that save time from the next morning on.
Training by role
AI finance training in Switzerland
Your finance teams leave with use cases that run on their own files, and with a clear rule on what may and may not pass through an AI tool.
- More than 150 organisations supported across French-speaking Switzerland and France
- 4,500 professionals trained since January 2023
- 5.0/5 on Google (51 reviews)
- Maximum of 12 participants per session, so everyone works on their own files
- Training delivered in French and English, German available
12participants max per session
A finance team that tries generative artificial intelligence hits two walls at once. The first is technical: they have been told that AI cannot count, and one failed attempt on a table of figures is enough to close the subject for six months. The second is regulatory: nobody in the organisation can say which data is allowed to leave the accounting system, or towards which tool. Our AI finance training starts from your own files: it helps finance and accounting staff who are new to generative AI work out what they can hand over to it, and on what terms.
The outcome is always the same. Some staff already use AI on a personal account, sometimes with extracts from the general ledger or with customer tables. The others rule out any use out of caution and keep spending their days on tasks AI clears in minutes: an Excel macro, a reconciliation, a management commentary, a search for tax practice.
Our position: the question is not whether AI can be trusted with figures, but on which precise task, with which data, and verified how. Useful finance training answers those three questions before showing a single prompt.
The cost of waiting
AI finance training: what it really costs
Without a framework in place, a finance department loses on both fronts: no time gained, and a data leakage risk nobody is steering.
Excel absorbs the time of your best people
A macro, a nested formula, a consolidation across several tabs: these tasks keep qualified staff busy for hours. AI writes them, fixes them and documents them in minutes, provided you know how to describe the expected result.
The year-end close concentrates everything at once
Missing supporting documents, adjusting entries, commentary to write, chasing clients who have not sent their paperwork: the load falls on a few weeks, always the same ones, and the quality of the review suffers.
Monthly reporting comes last
Producing a readable monthly summary for management or for a client takes time nobody has. Reporting is therefore the first deliverable sacrificed, even though it is the one that makes accounting work visible.
Tax and standards research is done by hand
Finding the Swiss Federal Tax Administration's practice on a cross-border transaction, checking how an item is treated under Swiss GAAP FER or under art. 957 ff. of the Swiss Code of Obligations, tracking an amendment to an ordinance: this work is done tab by tab, with no memory carried from one file to the next.
Unmanaged use is spreading faster than the rules
The real risk is not the tool, it is the absence of a rule. As long as nobody has written down which data may leave and towards which tool, every member of staff decides alone, and client data can end up in a consumer version of a chatbot without anyone noticing.
Meanwhile, the organisations that have set a simple rule and trained their teams recover several hours per week per employee, without loosening a single control.
Since January 2023
AI training for finance and accounting: numbers, not promises
- More than 150 organisations trained across French-speaking Switzerland and France
- 4,500 professionals trained since January 2023
- 5.0/5 from 51 Google reviews
- Sessions delivered in French, English and German
5.0 out of 51 Google reviews
Train your teamsAI use cases in finance and accounting
Here is what we actually demonstrate in the room, set out by sub-discipline. This list doubles as a scoping grid: tick the lines that speak to you and they become the programme for your session.
| Area | Use cases worked through in the session |
|---|---|
| Drafting |
|
| Research |
|
| Analysis |
|
| Other uses |
|
Our method
AI training for Finance in Switzerland: we come to where your teams are
Training built on your real files, not on generic examples
Before each session we ask you for three or four genuine pain points: a file that keeps slipping, a document nobody has time to write, a manual step everyone copies from the last person. The exercises are built on those, never on a textbook case.
From the first hour we also set a clear rule about what may go through an AI tool and what must never leave your organisation. Your teams walk away with the habit, not just with the demo.
Our approach
We train finance and accounting professionals to put generative AI to work
We are not selling yet another finance software package. We train your teams to use the tools you already have, or are about to choose, starting from your own files and your own confidentiality constraints.
Our approach:
Step {n} 01
1. We start from your files, not from a textbook case
Before the first session we ask you for three or four real irritants: a reconciliation that drags on, a report nobody has time to write, a macro everyone keeps copying. The exercises are built on those cases. A participant who leaves without having solved one of their own irritants has not been trained, they have been informed.
Step {n} 02
2. Confidentiality comes first, on three levers
The contractual lever first, which settles most of the risk: a professional version with a data processing agreement, no retention and no training on your data, never a free consumer version. Then the technical lever: hosting in Switzerland or in the European Union where available, single sign-on, access rights checked before any rollout. Finally the human lever: a simple classification of your financial data and a short charter, so that every employee knows where the line is without having to ask.
Step {n} 03
3. Human control is taught as a habit, not as a warning
On figures, we train your teams in three systematic reflexes: supply the source data as input rather than letting AI retrieve it, require it to flag what it cannot find instead of inventing it, and redo the critical calculation by a second route (a spreadsheet, an Excel add-in, a cross-check). Responsibility for the figure stays with you, always.
Step {n} 04
4. The recommended format remains the spaced half-day programme
Half-day sessions spaced 1 to 3 weeks apart, compatible with closing peaks and crowded diaries. Between sessions, your teams work through exercises on their real files. We correct the prompts, adjust the content and work through the cases that got stuck. That interval is what turns a demonstration into a habit.
This is AI finance training designed for teams subject to the revised FADP: your teams save time on repetitive tasks, know which data may leave and towards which tool, and keep control of every figure they publish.
We have supported prestigious financial institutions in Switzerland and France: Lombard Odier, Rentes Genevoises, BCV, a Geneva-based financial-sector foundation, the Financial Inspection of Canton Valais, the State Pension Fund of Geneva, the Paris Order of Chartered Accountants, and many more.
Our AI finance training formats
Three ways in, depending on your team's starting level and the time you can free up for them.
Spaced half-day support programme
The complete path, from the foundation through to the most advanced uses in your field, delivered as half-day sessions spaced 1 to 3 weeks apart. A rhythm designed for busy managers: in between, your teams work through exercises on their real files, and we adjust the next session around whatever got stuck.
Highly specific workshop
One short slot, one tool, one precise task. The format to pick when the foundation is already there and a single use case still needs unlocking.
Example
Copilot for Excel to automate your bank reconciliations, as an accountant
90-minute workshop: CHF 1,000. Half day: CHF 2,000. Full day: CHF 3,000 to 3,500. Day of targeted workshops: CHF 2,500. Rates exclude VAT, apply per group session of up to 12 participants, and include travel costs. The spaced half-day programme is quoted on the half-day rate (CHF 2,000 per session).
Our track record in artificial intelligence training in Switzerland
+150
organisations supported
4,500
professionals trained since January 2023
5.0 / 5
on Google (51 reviews)
12
participants maximum per session
Scoping call, no commitment
Let us find the AI finance training format that fits your team
30 minutes to scope your need, quote within 48 hours.
Discuss your projectNo commitment, and the scoping call is not charged.
Case studies: AI in finance inside Swiss institutions
Case 1: Rentes Genevoises - Copilot for 365 Training
Context
Geneva pension institution (40+ employees), had just obtained Copilot for 365.
Challenge
Train all departments (IT, Insurance, Accounting, Finance, Marketing) in a concrete and motivating way.
Format
7 2-hour workshops per department (3 to 10 people per group)
Results
- 92.31% overall satisfaction
- NPS of 73.08% (vs 69% average in consulting)
- 24 of 26 respondents want to increase their AI usage
Impact
Employees integrated Copilot into their daily tools with curiosity and confidence.
Case 2: Lombard Odier - AI Support for Front Teams
Context
Geneva private bank, Front teams (Global Asset and Corporate Advisory)
Challenge
Initiate teams to generative AI securely in a strict banking context.
Format
2 half-days spaced 3 weeks apart (2 groups of 4-5 people)
Program
- Block 1: Acculturation (AI overview, prompt engineering, banking security, identifying 5 priority use cases)
- Block 2: Advanced application (custom GPTs, multimodal features, impact case mapping)
Results
- 96.88% satisfaction
- 100% of participants want to increase their usage
- "Very interesting and useful training for my daily work"
Impact
One employee created an automatic client portfolio analysis system that justifies investments based on geopolitical context.
Case 3: Financial Inspection of Canton Valais
Context
Valais state budget control body (22 inspectors)
Challenge
Train financial auditors to use AI for their audit missions
Format
3 spaced half-days
Results
- One inspector used ChatGPT every day to create macros after the first session
- 80% of inspectors asked to keep the ChatGPT Enterprise version
- Deep Research became their reference tool for audit preparation
Case 4: State Pension Fund of Geneva
Context
Complete financial management
Format
3 spaced half-days with demonstration of autonomous AI agents
Impact
After seeing the capabilities of AI agents with computer access, the financial director revised her vision of the organization. She moved from the hypothesis "employees assisted by AI" to "employees + AI working autonomously on certain tasks".
Other finance references
BCV (Vaud Cantonal Bank): Fun training day for digital challenge winners
A Geneva foundation in the financial sector: support for all its financial analysts
Paris Order of Chartered Accountants: Training on accounting use cases (invoices, client reporting, business plans)
AI finance training near you: Geneva, Vaud, Valais, Neuchâtel, Fribourg
This career path comes in five cantonal versions, each with the use cases and examples of the canton concerned.
Your AI trainers for Finance
Jean-Baptiste Berthoux
Chief AI Officer
An engineer by training, Jean-Baptiste gave his first AI coaching in January 2023. Drawing on his experience, he developed a unique pedagogy, the fruit of his field work and his mastery of the tools.
LinkedInLaurent Rajca
Trainer and Consultant
A digital entrepreneur since 2012 and intensive AI user since 2024, Laurent designs tailor-made training for executives and teams. Co-founder of Yapla, a SaaS management software for associations (100,000 customers, funded by Crédit Agricole), he supports your employees in concretely integrating large language models into their roles. His dual background, from operational roles in finance, sales and customer service to executive positions, allows him to connect AI to real business challenges, from field use cases to process transformation. He works in Switzerland and France with executive committees and operational teams.
LinkedInFAQ: AI training for Finance in Switzerland
Yes, and that is the most common case. No technical prerequisite is required: the discovery training is designed for finance staff who are new to generative AI. Groups are capped at 12 participants and everyone works on their own files, which lets us set the pace by the room's actual level rather than by a theoretical syllabus. The goal is that every participant leaves with at least one use case running on their own files from the first session.
We collect none of your financial data, and the training opens by defining which data is allowed through which tool. In practice we help you sort your data into three levels: what can go into a professional tool covered by a contract, what must be anonymised first (client names, account numbers, file references), and what never leaves your information system. We only train on professional versions with a data processing agreement, no retention and no training on your content, never on free consumer versions. If your organisation requires strict sovereignty over certain data, hosting in Switzerland or in the European Union is available, and we then rule out any US host on that perimeter. The rule we teach fits in one sentence: unpublished results, projections and personal data do not go to a tool that is not covered by a contract.
By never letting it act as the source of truth, and by training your teams in three systematic reflexes. First, supply the source data as input (the file, the ledger extract, the text of the standard) rather than letting the model recall it from memory. Second, require it to flag explicitly what it cannot find instead of filling the gap. Third, redo any figure that commits you by a second route, a spreadsheet or a calculation add-in, before publication. Recent models reason step by step and route calculations through code, which has cut arithmetic errors substantially, but that transfers no responsibility: the published figure remains yours, and human control is part of the practice we teach.
Yes, and that is in fact the starting point. Before the first session we set out with you the classification of your data (revised FADP, business secrecy, sector constraints) and the rule for what may or may not pass through an AI tool. We have trained teams under strict frameworks: a Geneva private bank, a public pension fund, a cantonal audit body. The training adapts to your compliance framework, it does not replace it: your internal directives remain the reference, and we help your teams work within them.
Yes, the training uses your real environment. Most of our finance clients run on Microsoft 365: Excel and Copilot are part of the workshops as soon as your licences allow, alongside ChatGPT or Claude in their professional versions. For data coming out of the ERP or the accounting software, we work on anonymised extracts prepared beforehand. The programme is built during the scoping call around your tools, not around an imposed stack.
A full day costs between CHF 3,000 and 3,500 excluding VAT, travel costs included, for a group of no more than 12 participants. A half day costs CHF 2,000, a targeted 90-minute workshop costs CHF 1,000 and a day of targeted workshops in 90-minute slots costs CHF 2,500. The spaced half-day programme is quoted on the half-day rate (CHF 2,000 per session). The price does not vary with the number of participants up to 12, and the preparatory 30 to 45-minute scoping call is not charged.
Three common formats. The discovery training, one day to give the whole team a shared foundation and the first use cases that actually run. The spaced half-day programme, half-days 1 to 3 weeks apart, our recommended format, which goes from the foundation through to the workflows of the role, with exercises between sessions to embed the practice. And the highly specific workshop of 90 minutes, one tool for one task: Copilot for Excel to automate your bank reconciliations, for instance. The right format is settled in a 30 to 45-minute scoping call, at no charge.
In French and English. German is possible subject to availability and is arranged at scheduling. We have already delivered the same shared foundation in two languages for one organisation, in German at one site and in French at the other, so that both teams started from the same level. Course materials can be supplied in a language other than the one used to deliver the session.
Yes. Between the sessions of a programme, your teams practise on their real files and come back with what got stuck: we correct the prompts and adjust the templates. After the training, organisations that want the practices to hold move on to days of targeted workshops or to support in structuring usage across the department. It is the round table at the following session that turns a demonstration into a habit, not the first day.
We do not deliver an academic curriculum: we install working practices. The difference is in the format: 12 participants maximum, your own files rather than a standard deck, trainers who use AI every day on their own assignments, and a programme built on the pain points identified during scoping. That is what explains the 5.0/5 rating from 51 Google reviews and the documented results of our case studies, from the private bank to the cantonal administration.
Tailored quote
Train your teams in AI
Get in touch with Jean-Baptiste and Rémi, they will be glad to answer your questions
- A 30 to 45-minute scoping call, at no charge
- A programme built around your three priority pain points
- Your confidentiality constraints settled before the first session