2-Day Intensive · In-House or Public Session

AI for Finance & Accounting Teams

Automate the invoice handling, reconciliation, close and reporting work that consumes your finance team’s month — with every figure still traceable, checkable and ready for an auditor.

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At a glance

2Intensive Days
6Learning Blocks
Hands-OnReal Finance Tasks
HRDCSBL-Khas Claimable
Why This Matters Now

Your Finance Team Is Doing Work a Machine Should Be Doing

Retyping invoice figures, matching statements line by line, chasing the same overdue accounts every month, rebuilding the same report each close. It is careful, valuable people spending their days on work that does not need their judgement.

Month-End Should Not Take a Week

The close is where finance teams lose the most time: pulling data from separate systems, reconciling it, chasing what is missing, then reformatting the same report again. Most of that is repeatable, and most of it can be automated.

E-Invoicing Raised the Volume

Malaysia’s phased e-invoicing rollout has now reached smaller businesses, adding structured submission and validation work to teams that were already stretched. Automation is how you absorb that without adding headcount.

Accuracy You Can Show an Auditor

AI is only useful in finance if every figure it touches stays checkable. This programme is built around traceability, review points and audit trail — not around trusting a chatbot with your ledger.

Interactive Curriculum Exploration

Click on any module to preview its targeted topics and learning outcomes.

Outcomes • Module 01Applied Practice Standard

Where AI Belongs in a Finance Function

Set the boundaries first. In finance, knowing what to keep away from AI matters as much as knowing what to hand over.

Targeted Training Competencies
What AI genuinely does well in finance, and where it must not be trusted
The non-negotiable rule: every figure traceable back to a source
Mapping your close, AP/AR and reporting cycles to find safe first wins
Confidentiality — which financial data may leave your systems, and which never should
Certificate of Completion Included
Who Should Attend

Finance People, Not Programmers

No coding background is assumed. If you can build a workbook and explain your own close process, you can do everything in these two days.

Finance Managers & Controllers

Shorten the close and free your team from the repetitive work that fills their month

Accounts & AP/AR Teams

Automate invoice capture, matching and follow-up without losing control of accuracy

Accounting Firms & Practitioners

Handle more client volume per person, and standardise how work is prepared and reviewed

Business Owners & CFOs

See what your finance function could realistically automate, and what it should not

Want the reporting side too?

This programme is about getting finance data captured, reconciled and closed accurately. If your goal is dashboards and visual reporting on top of that data, our Power BI Training covers that ground properly and the two pair naturally.

See Power BI Training
What You Take Away

Working Finance Automations

Everything below is built during the two days, against realistic finance data and your own described processes.

  • A working document-capture flow that turns invoices and statements into checked, structured data
  • An automated reconciliation step that surfaces only genuine exceptions
  • A month-end checklist that runs itself and reports what is still outstanding
  • A repeatable way to draft management commentary that stays tied to the figures
  • A clear rule for what finance data may be processed by AI, and what may not
  • An audit trail pattern that stands up to external review
  • A prioritised shortlist of the next finance processes worth automating
  • A review routine for keeping all of it current as tools and requirements change
Inside an AISynergy Session

How We Actually Run the Room

Photographs from AISynergy training sessions. Every programme is practitioner-led and hands-on — small groups, everyone on a laptop working through their own material, delivered in English or Bahasa Malaysia at your premises or ours.

AISynergy trainer with participants at the close of a training session at Akademi Penerbangan Malaysia
On Site With a Client

Wrapping up a session at Akademi Penerbangan Malaysia

Trainer working through tools at the whiteboard while participants follow on laptops
Practitioner-Led

Working through real tools at the whiteboard

Trainer moving between desks giving individual guidance during a hands-on session
Hands-On

Individual guidance while participants build

Training session in progress in a client meeting room, participants working at laptops
In-House Delivery

Delivered at the client’s own premises

Small group of professionals working at laptops during a training session
Small Groups

Everyone on a laptop, working on real files

HRD Corp SBL-Khas Claimable

Claimable Training, Plus Budget 2026’s Extra Deduction.

This programme is claimable under the HRD Corp SBL-Khas scheme for registered Malaysian employers. Budget 2026 also introduced a 50% additional tax deduction for MSME spending on AI and cybersecurity training, administered through TalentCorp — ask us and we will point you to the current terms.

  • Training Provider Reg. 202403037477
  • Full supporting documents provided for HRDC claim submission
  • Attendance records and trainer profile included
  • Dedicated guidance for the HRDC claim process
  • Delivered in-house at your premises, or as a public session

Give Your Finance Team Their Month Back.

Available as an in-house programme at your premises, or as a scheduled public session. Talk to us about dates.

Chat on WhatsApp Now
2-Day IntensiveIn-House or PublicHRD Corp Claimable

+603 6087 5252 · aisynergy.my

This programme covers finance operations and workflow automation. It is training, and it is not accounting, tax, audit or investment advice, nor a substitute for your own professional judgement or that of your auditor. Tax obligations — including e-invoicing thresholds, phases and deadlines — are set by LHDN and change from time to time; confirm your organisation’s current requirements with LHDN or your tax adviser rather than relying on anything covered in a training session.

© 2026 AISynergy Malaysia · Registration No. 202403037477

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