Build Production-Ready Agents

Move beyond simple chat prompts to design autonomous AI assistants that manage complex finance, treasury, and accounting workflows.

Master Agentic Architecture

Go deep into how models reason, including multi-step planning, tool use, and function calling for numerical reliability.

Deliver Measurable ROI

Create a capstone agent that saves specific hours per month, complete with a clear business case to present to leadership.

About the course

Go beyond the basics and start building. This hands-on course empowers finance professionals to design and deploy production-ready AI agents that automate complex treasury and accounting workflows. From mapping month-end reconciliations to integrating Excel and ERP data, you’ll master advanced RAG architecture with finance-grade guardrails and audit-friendly controls. Graduate with a functioning custom agent and a data-backed ROI case ready for leadership approval.

Mike Dion

Mike Dion is the Founder of F9 Finance, a licensed CPA, and an automation expert who has saved companies over 100,000 hours of labor. With experience spanning from venture-backed startups to Fortune 100 giants, he specializes in unlocking millions in value through strategic financial storytelling and AI. The author of The Financial Storyteller’s Playbook, Mike empowers professionals to automate workflows and drive high-impact results.

Curriculum

7 Chapters · 11 Lessons

  1. 1

    Module 0: Course Overview

    1. (Included in full purchase)

      Module 0: Course Overview

  2. 2

    Module 1: AI Architecture for Agent Builders

    1. (Included in full purchase)

      Module 1: AI Architecture for Agent Builders

  3. 3

    Module 2: Choosing High Impact Workflows

    1. (Included in full purchase)

      Module 2: Choosing High Impact Workflows

  4. 4

    Module 3: Process Mapping

    1. (Included in full purchase)

      Module 3: Process Mapping

  5. 5

    Module 4: Building an AI Agent

    1. (Included in full purchase)

      Module 4: Building an AI Agent - Part 1

    2. (Included in full purchase)

      Module 4: Building an AI Agent - Part 2

  6. 6

    Module 5:

    1. (Included in full purchase)

      Module 5: Part 1

    2. (Included in full purchase)

      Module 5: Part 2

    3. (Included in full purchase)

      Module 5: Part 3

    4. (Included in full purchase)

      Module 5: Part 4

  7. 7

    Module 6: Testing, Controls, & Governance

    1. (Included in full purchase)

      Module 6: Testing, Controls, & Governance

Ready to move from AI experimentation to execution?

Stop settling for basic chat prompts and start building autonomous tools that handle your heavy lifting.

Enroll for free