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AI Dashboards · Training Library · Coming soon, early access
Short lessons for the step you're stuck on.
Free, about 15 minutes each, one per step. Being recorded now.
The short version
One lesson per step.
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.
Six tracks
From orientation to the wall.
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 the library fits
Free to watch, or in the room with us.
Free library
All lessons, recorded, growing over time.
4-hour workshop
Data, Build, and Security, in the room with us.
8-hour workshop
Adds Deploy and the wall, tuned to what the discovery call turned up.
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 us. Unsubscribe any time.
Questions
Straight answers.
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.
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.
Rather talk it through?
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.