BoboGo AI-powered FPA

About this course

Across nine two-hour live sessions you will learn to do FP&A work with Claude and, just as importantly, to check it. You will reconcile a dataset before analysing it so nothing is lost without you noticing. You will build sales and profit bridges that hold, and write commentary that names a cause rather than restating a variance. You will build a driver-based model with working integrity checks, then review one you did not write. You will automate a month-end consolidation that reconciles every time and stops when it cannot, gather variance commentary from several contributors into a single pack, and produce a flash report from the month-end P&L. You will build a dashboard you can publish and share by link, and construct an investment case where the assumptions that decide it cannot be observed — then challenge it yourself before anyone else does. You leave with the work, not just the notes: a configured Project that carries your company's structure and defined terms into every conversation, a working model, two custom Skills that apply your own method without being asked, an automation that turns a day and a half of consolidation into about twenty minutes, a flash report, an interactive dashboard, and a governance position you can put to an audit or risk team. You also leave able to describe the capability in a performance review or an interview. The course assumes you are already comfortable with variances, accruals, P&L structure and financial modelling. No coding is required at any point. Every session uses one business — a FTSE-100 group — in enough depth that you can tell when an answer is wrong before you check it.

What's included

• 18h of video across 7 lessons
• 7 downloadable files — notes, workbooks, templates
• Taught live first, then recorded to your account
• Lifetime access, including every future update
• Certificate of completion
• The course WeChat or WhatsApp study group
• Counts toward your CPA or CA CPD hours

What you'll learn

• Choose the right Claude surface for each task — chat, Projects, the agentic mode, the Excel add-in and the browser extension
• Build a Project that carries a company's structure, defined terms and reporting conventions into every conversation
• Reconcile a dataset before analysing it, so nothing is lost without you noticing
• Build sales and profit bridges that hold, and explain why profit growth and sales growth diverge
• Build a driver-based model with working integrity checks, then review a model you did not write
• Package a method you use repeatedly as a Skill that applies consistently without being asked for each time
• Automate a month-end consolidation with reconciliation at every transfer and an exceptions report as a deliverable
• Consolidate variance commentary from several contributors and produce a flash report from the month-end P&L
• Build an interactive dashboard you can publish, update and share by link

Course content

7 modules · 7 lessons · 18h total

Your mentor

Student reviews

Frequently asked questions