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AI Dashboard Workshops

Know who owes you and whether you made money, without giving up your weekends.

We sit with your team and teach them to build their own dashboard from their own numbers.

Book a discovery callSee the live demo

The short version

Your team builds it. We teach it. You keep it.

An AI Dashboard Workshop is a working session where we sit with your team and teach them to build a dashboard from their own data. You export your numbers from the tools you already use, like QuickBooks or a spreadsheet. You build the dashboard on your own computer, using the AI you already have: Claude, ChatGPT, Gemini or Copilot. It is plain browser chat, not developer tools. We teach it, your team builds it, and you keep it.

Claude

Anthropic

ChatGPT

OpenAI

Gemini

Google

Copilot

Microsoft

We use whichever one your team already has.

Sound familiar?

The answers are already in your own data.

A customer is 90 days late the same week you have to make payroll.

You spend nights and weekends in spreadsheets to find out who owes you and whether you made money.

You match the bank to the books line by line, and month-end is where it hurts.

The hard part is seeing them without a weekend of work.

How it works

Pick the track that fits who will use it.

Owners and executives

The view for the person who signs the checks.

You leave withA one-screen view of who owes you, how late they are, and where cash is headed.

Controllers, CFOs and CPA-firm partners

Detail you can trust and click into.

You leave withReceivables aging you can drill from the total down to the customer and the invoice.

Bookkeepers and accounting staff

The daily work list.

You leave withA ranked list of who to chase, with the reminder email already drafted.

What we teach, and where we stop

We call the line the wall.

We teach you to build it and run it on your own device. We do not teach putting it on a server or in the cloud. That is where a spreadsheet project turns into a security and hosting project, and we would rather tell you that up front than let you find out the hard way.

Workshop

On your own device

  • Export from QuickBooks or a spreadsheet
  • Build with the AI you already have
  • Run it yourself
THE WALL

Build and Host

Live, shared, secured

  • Live data connections
  • Security: logins, MFA, backups
  • Hosting, updates and monitoring
See Build and Host

See it before you book

Open a finished dashboard.

Brazos Valley Supply Co. is a made-up company with made-up numbers, so you can see what a finished dashboard looks like. Six more are on the way, each marked Coming soon until it is live.

Open the live Finance dashboard
Quote pipelineScheduleStockInboundImport batchesTickets

Delivery and what's included

In person, sized to your team.

Delivery options

In person: we come and sit with your team. Time is booked in blocks sized to your team. Smaller teams book shorter blocks. Larger teams book a 4-hour or 8-hour day. We tune the format to what we learn on the discovery call.

What's included

  • A discovery call before anything is booked.
  • A session tailored to your accounting system, your files, and where month-end hurts.
  • Hands-on building on your own device with your own exported data.
  • A plain walk through using AI on financial data: what never gets pasted into a chat, and why.
  • An honest look at where you will hit the wall.
  • Early access to the free training library when it opens.

How an engagement runs

Five stages, before and after the day.

Understand your teamWe talk through your files, your systems and your month-end.
Tailor the formatWe match the session to what the call turned up.
Run the sessionYour team builds, and we teach.
Reinforce afterwardThe free library (coming soon) is built so someone stuck on one step can watch just that step.
Support adoptionWhen your team hits the wall, we can build and host it for you, or you can take what you built and run with it. If you never call us again, that is fine.

On the call

Questions we'll ask.

Where do you keep your files: SharePoint, OneDrive, a file server?

Who runs your IT, and do you have an internal server?

What accounting system do you use, and where does month-end hurt?

Sample agenda · 4-hour day

From your export to a working dashboard.

Hour 1 · DataWhat your accounting export looks like and how to clean it so the dashboard can trust it.
Hours 2–3 · BuildYour first tile from your own file, then aging, then who to chase.
Hour 4 · Security and the wallWhat never goes into an AI chat, how to protect the dashboard, and where you will need help.

An 8-hour day adds more time on your own data, sharing it inside your company, and a longer, plainer look at the wall.

Questions

Straight answers.

Do we need a developer?

No. It is plain browser chat with the AI you already use.

Which AI do we use?

Whichever you already have: Claude, ChatGPT, Gemini or Copilot.

Is it safe to use AI on our financial data?

That is part of the day. We teach what should never be pasted into an AI chat, why, and what to do instead.

Do we have to put it on a server?

No, and we do not teach that. If you want it hosted and secured, that is Build and Host.

What if we are a small team?

Smaller teams book smaller blocks of time.

Is the demo our data?

No. It is a made-up company with made-up numbers.

What does it cost?

We do not publish prices. We talk first, then you get a written proposal.

What happens when you book

Three steps, no pitch deck.

Same-day confirmation

You hear back the same day.

A 30-minute call

We talk through your team and where it hurts.

A written proposal

Within 3 business days.

Book a discovery call.

One conversation, no pitch deck.

Book a discovery call

The IT team you actually like talking to. — RZR Solutions, veteran-owned MSP, McKinney, TX · IT with Integrity

Teaching tooling, not accounting advice.

📞 Tap to Call — 972-904-1559