1. Choose an invoice together.
We can use an invoice you’re comfortable and authorized to use in your AI tool. I’ll provide an example if you prefer.
Example training topic
Checking paperwork
AI can help organize a document, but it can also misread a number. Learn how to compare a proposed summary with its source before you rely on it.
What we could cover
2. Ask for a small table.
Pull out dates, reference numbers, and line items. Ask the tool to mark anything unclear rather than guess.
3. Check every number.
Compare the result with the original. Recalculate totals yourself. Keep accounting decisions and payment approval with the responsible person.
Ask about a session for your business
We can use your existing tools and files, or I can provide examples. No preparation needed.
The $250 starter covers one person or a group of up to five. It includes a planning call, two hours on site, written notes, and a follow-up call. See the full scope and costs.