for business · finance
Build your finance team's AI capability.
Proxima builds team-wide AI capability for finance teams — custom programs built around your FP&A stack, reporting workflows, and the specific constraints of finance work.
where AI moves the needle
Six high-leverage workflows for finance teams.
Specific, finance-grounded workflows where AI delivers measurable lift — and where your team's judgment is most important. Every workflow we teach has been deployed live by senior finance practitioners.
01 · forecasting
Forecasting & variance
AI builds rolling forecasts and drafts variance commentary from your actuals. Your team interprets the drivers and decides what leadership needs to know.
02 · close
Close acceleration
AI flags anomalies in journals and reconciliations as they post. Your team reviews exceptions and signs off — close days come down, controls go up.
03 · board
Board & investor materials
AI drafts narrative around the numbers and assembles the data room. Your team adds the strategic framing and decides what story leadership should tell.
04 · scenarios
Scenario modeling
AI generates sensitivity scenarios in minutes instead of days. Your team chooses which to present and what assumptions belong on the table.
05 · audit
Audit prep
AI organizes documentation and surfaces gaps before auditors arrive. Your team handles auditor relationships and judgment calls on materiality.
06 · contracts
Vendor & contract analysis
AI synthesizes terms across hundreds of vendor contracts and flags renegotiation opportunities. Your team owns the negotiation and the relationship.
in their words
Our FP&A team had tried two other AI training programs. Both were generic. Proxima built theirs around our close process and our forecast model. By week four people were using AI in live work, with the controls our auditors expect.
CFO
CFO
Series D fintech · [PLACEHOLDER]
what finance teams get
Built for how finance work actually happens.
Workflows that reflect real finance constraints.
Every program is built around the actual tools finance teams use — Excel, your ERP, your close process — not generic AI tutorials.
A finance AI playbook your team actually uses.
Shared prompts for FP&A, close, reporting, and risk — plus governance guidelines for handling financial data with AI.
finance programs
+19 more Finance programs
frequently asked
Common questions from finance leaders.
How much time does a participant commit?
Roughly 4 hours per week for 6 weeks: two 90-minute live sessions, plus async exercises tied to their actual close, forecast, and reporting work.
How do you handle financial data sensitivity?
Every program starts with a written working agreement on what data enters AI tools, calibrated to your risk posture and regulatory environment. We design exercises that don't require sending real financials to external models.
Will this work alongside our ERP and FP&A stack?
Yes — programs are built around your actual stack. We don't ask you to change tools. We teach your team to use AI within them.
Do you cover audit and SOX implications?
Yes. Every workflow we teach includes a documentation pattern designed to survive audit scrutiny. We brief your audit and risk teams as part of the program.
Can you run a private cohort for our team?
Yes — most engagements are private cohorts of 12–24 from a single team. Talk to us about timing and customization.
What's the typical investment?
Custom cohorts start at [PLACEHOLDER]. Open-enrollment seats start at [PLACEHOLDER] per participant. We tailor scope to team size and depth.
Ready to build your finance team's AI capability?
Book a consultation →