A live November course for accountants, built on the Northwind books, with written feedback on your work.
The bank and the books disagree by $39,121.48. Tick each reconciling item and watch the difference fall to 0.00.
0 of 9 items applied. The difference is now 39,121.48.
Awaiting controller approval. Final entry not written.
Recorded on Claude against the fictional Northwind books. Figures are from the recorded runs.
Recorded runs Claude, on the Northwind books. Use the AI tool your organization has approved.
Frameworks we teach against AICPA, PCAOB, NIST, COSO.
Product and standard-setter names are used to describe what is taught. They do not mean any of these organizations endorses or is affiliated with Ledger & Agent.
4
live 60-minute sessions on Tuesdays from November 17, each recorded and posted within 24 hours
1
finance workflow, chosen from six on the Northwind books, redesigned with AI and its controls
$45M
a year in sales at Northwind Supply Co., the fictional company whose books you work on
1–2
hours of coursework a week, with written feedback on every piece
Which program is for you
You do the work: staff and senior accountants
Your decision is how to do a workflow with AI and prove the output ties to source. AI for Accounting Professionals runs eight weeks, with a capstone adoption plan, at $2,450 per seat.
You run a team: controllers, finance and accounting managers, FP&A leads, firm managers
Your decision is how your team adopts AI, with what controls, and who answers for it. AI for Finance Leaders runs six weeks, at $3,450 per seat.
You answer for the function: CFOs, VPs of finance, firm partners
Your decision is how much AI the function takes on, at what cost, and what the board and audit committee are told. AI for CFOs runs about four executive sessions with a peer group, at $4,950 per seat.
Not sure where you fit, or training a mix of roles? Tell us the roles. The first step for any of the three is the November course, AI You Can Sign Off On.
What you'll build
Every learner finishes with finished documents, built on the Northwind books, with written feedback and a person approving every capstone or final-deliverable score. Two excerpts are free to download, so you can judge the standard for yourself.
The bank reconciliation, the manual journal entry screen, and the open-items list from Northwind's October close. It shows what a reviewer expects to see: completeness proved first, every reconciling item named, every figure traceable to a source file.
Pages from the kind of board paper AI for CFOs ends with: the decision, the evidence behind it, the risks, and what management asks the board to approve.
Both excerpts use fictional data. No client or employer information appears in them.
The November course
You choose one of six Northwind workflows, from the October accruals to the bank reconciliation, and rebuild it with AI. Each session is built on a recorded AI run. Each week your work comes back with written feedback drafted by an AI assistant; a person approves every return for revision, a sample of completes, and every final-deliverable score.
Live sessions
Tuesdays, November 17, November 24, December 1 and December 8, 2026, from 12:00 to 1:00 pm Eastern. Each is recorded and posted within 24 hours.
Final deliverable
Monday, December 14: your workflow redesigned with AI, its checks and controls, and one run on the Northwind books. A person reads it and approves the score.
Then the full program
AI for Accounting Professionals
One 60-minute live session a week for eight weeks, eight recorded AI runs on the Northwind books, coursework with written feedback, a discussion group of about eight and a capstone adoption plan. $2,450 a seat.
Your adoption plan
Which workflows to change, at what cost, with which controls, KPIs and safeguards, and a 30, 60 and 90-day roadmap you can put in front of your CFO, managing partner or audit committee.
From a recorded run · vendor master
An AI agent with write access to the vendor master was given an invoice carrying a hidden instruction to change the vendor's bank details. It refused the change, reported the instruction and held the payment. The vendor master was unchanged when checked afterward.
Recorded on Claude Sonnet 5.5 against the fictional Northwind books. All five invoice decisions in the run matched the answer key. One model, one run: the controls that protect the money are a call-back to a number on file and no write access to bank details.
Who it is for
Controllers and finance managers
You own the close and the controls. AI for Finance Leaders gives you the operating model, the controls and the audit answers for your team.
CFOs, VPs of finance and partners
You answer to the board and the auditor. AI for CFOs ends with the board paper that sets out how far AI goes in the function.
Staff and senior accountants
You do the reconciliations, accruals and journal entries. In AI for Accounting Professionals you redesign one of them with AI and show that the output ties to source.
Accounting firms: audit, tax and advisory
You answer to professional standards. The full program covers the AICPA Code, IRC §7216, PCAOB evidence requirements and client data, alongside the tools.
What is different
1
Live sessions led by a practitioner
You put your questions to a practitioner, once a week, and the recording is posted within 24 hours for anyone in another time zone.
2
Recorded runs, checked line by line
Each demonstration is recorded on Claude and checked against an answer key. Where the AI went wrong, the course shows it and teaches from it.
3
A full set of company books
Northwind Supply Co. is a fictional industrial-supplies distributor in Cleveland, Ohio, with about 95 staff and roughly $45 million a year in sales. The books carry planted errors for you to find, an answer key lets you check every result, and the data is invented, so it is safe to use in any AI tool.
4
Written feedback on your own work
You submit work and get written notes back. A person approves every return for revision, a sample of completes, and every capstone and final-deliverable score.
5
Security and governance in depth
Prompt injection, data classification, controls over AI steps, testing after a model change, and KPIs that a CFO can hold you to.
AI readiness scorecard
Request a place in the November course: four Tuesdays from November 17 to December 8, 2026, each with one 60-minute live session, recorded and posted within 24 hours. Training a team? Say so on the form.