RLearning SolutionsCertifications
Automate your task with Copilot Agent — a weekend program for controllers, accountants, FP&A analysts and finance managers who want the routine work off their desk.
You will learn to put Copilot Agents to work on reconciliations, schedules, variance commentary and the month-end checklist — and to review what they produce with a finance reviewer's eye.
Next available batch
15 Aug 2026
The core of the program
Most finance work is not hard, it is repetitive: pulling the same reports, chasing the same approvals, rebuilding the same schedule every month. A Copilot Agent is a configured assistant you point at exactly that work. It reads the context you give it, follows the steps you defined, and hands back a draft you review and sign off.
Across the course you build agents for your own recurring tasks — not toy examples. You start from a task you already do by hand, describe it precisely, ground the agent in the right files and systems, and tighten it until the output is something you would be comfortable putting in front of your reviewer.
Choose a recurring, rule-based piece of your week — an AP summary, a bank reconciliation, an intercompany schedule.
Turn your mental checklist into explicit instructions, with the tone, format and level of detail your team expects.
Connect the agent to the workbooks, folders and reports it needs, and nothing more than that.
Check the draft against source numbers, feed corrections back, then run the same agent every cycle.
Highlights of the course
Every module ends with something you take back to work: an agent you configured, a checklist you rewrote, or a control you can defend to audit.
What an AI agent actually is, where it sits next to your ERP and spreadsheets, and why finance is a strong fit for it.
Take the recurring items on your own desk and turn each one into an agent you can run on demand.
The judgement half of the course: what you may safely delegate, what stays with a human, and how to prove it.
Apply everything to the close: an agent per checklist line, from cut-off through to the reporting pack.
Where the agents do the work
The same skills apply twice: to the small things that interrupt your day, and to the compressed days at the end of every period.
Do's and don'ts
A finance team is judged on accuracy and control, not speed alone. This module is what keeps the automation defensible.
Training schedule
The programme runs as 5 hours of live instruction across a single weekend, on Saturday and Sunday afternoons from 2:00 PM IST, so you can attend around a working week and a close calendar. The next available batch is Saturday 15 and Sunday 16 August 2026.
Batch at a glance
Weekend dates for later batches, and dedicated batches for a single finance team, are arranged on request.
Who it is for
No coding background is expected. If you can write a clear set of instructions for a junior colleague, you can configure an agent.
Accountants, AP and AR specialists, general ledger and close teams who own recurring, deadline-driven work.
Analysts and reporting leads who spend their week assembling packs, commentary and variance explanations.
Managers, controllers and CFO-office staff deciding what their team should automate first — and what it must not.
Share your details and the RLearning team will confirm your seat, the joining link and the payment details for the batch you pick.