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AI Dashboards · Training Library

Short lessons for the step you’re stuck on.

Coming soon · early access

Free, about 15 minutes each, one per step. Being recorded now.

The short version

What the training library is

The training library is a free set of recorded lessons, about 15 minutes each, one per step, so a person stuck on one step can watch just that step. It is being built now, and nothing is recorded yet. Leave your email and you get each lesson the day it is ready. Today you get the Practical AI Guide, so you have something useful while you wait.

The curriculum

Six tracks

Track 0: Orientation

What we are building and why (a tour of the finished fake-company dashboard, three role views). The starter kit: a fake dataset, a prompt pack, a security checklist.

Track 1: Data

What your accounting data actually looks like. Cleaning and shaping it so the dashboard can trust it.

Track 2: Build

Your first tile from a CSV. Receivables aging with drill-down. Late-payer ranking and a drafted reminder email. Cash position and a 13-week forecast. One dashboard, three audiences. Polish, print, and the owner summary.

Track 3: Deploy

Where it runs (your machine or an internal share) and what that means. Sharing it safely with the leadership team. Refreshing the data without breaking it.

Track 4: Security

Using AI on financial data: what never gets pasted, why, and the safe alternatives. Securing the dashboard itself: who can open it, MFA, read-only access, keys never in the file, backups, offboarding.

Track 5: The wall

Live QuickBooks data and APIs. AI gateways and MCPs. Monitoring, bugs, and who gets called at 6 a.m. Taking it to your boss: the one-page handoff.

Every lesson uses fake data only. Brazos Valley Supply Co. is a made-up company with made-up numbers.

How it fits

How the library fits

  • Free library: all lessons, recorded, growing over time.
  • 4-hour workshop: Data, Build, and Security, in the room with me.
  • 8-hour workshop: adds Deploy and the wall, tuned to what the discovery call turned up.
Early access

Get early access

Leave your email. You get the Practical AI Guide today, each lesson the day it is recorded, and the occasional note from me. Unsubscribe any time.

Get early access
Questions

FAQ

Is it really free?

Yes.

When will the lessons be ready?

As each one is recorded. The early-access list hears first.

Do I need the workshop to use the library?

No. The library stands on its own.

Which AI do the lessons use?

Whichever you already have: Claude, ChatGPT, Gemini or Copilot. The lessons teach the steps, not one vendor's buttons.

Is the data in the lessons real?

No. Every lesson uses a made-up company with made-up numbers.

Rather talk it through?

Book a discovery call.

Book a discovery call

I’m the IT guy you actually like talking to. — Jacob Kern, veteran-owned MSP, McKinney, TX · IT with Integrity.

Teaching tooling, not accounting advice.

📞 Tap to Call — 972-904-1559