Stop guessing what your numbers mean. Build the tool that tells you.
One day. Your actual Xero data. A custom AI financial analyst you walk out with – operational, yours, ready on day one. Not just slides-and-theory. No product pitch. Just focused, practical work.*Funding available – cover up to 75% via the Regional Business Partners Network. Eligible businesses pay as little as $200 + GST
Ready to build yours?
10 September 2026 · BNZ Partners Centre, Gisborne · 9am–5pm 75% funding available through the Regional Business Partner Network – $200 + GST for eligible businesses Seats are limited by design. Early registration recommended, via the form below.WHY THIS WORKSHOP EXISITS
There are two AI futures for your business.
One: a toy your kid uses to write essays. Nice. Irrelevant.
Two: the cheapest, fastest, most patient junior analyst you’ve ever hired — one that already knows your P&L, flags your margin pressure before your next accountant meeting, and explains every variance in plain English.
This is the day you build option two.
WHAT YOU’LL BUILD
A private Xero financial analyst. Yours to keep.
Fed your actual P&L, balance sheet, and trial balance. Ready to answer the questions you’ve been putting off asking.
“Where’s the cash going?”
Plain-English variance analysis – no accounting jargon.
“Am I more profitable than last year?”
Margin trends and ratio analysis, on demand.
“What changed this month?”
Instant commentary – before your monthly meeting.
“What would you ask me?”
Surfaces the questions you didn’t know to ask.
Plus a facilitated open session where you identify one real task or process in your business and start building an AI tool or automation to solve it.
WHAT ELSE YOU LEAVE WITH
The full toolkit.
✓ Prompting frameworks
✓ Ready-to-run AI plays for writing, meetings, research, marketing and more
✓ Clear guardrails – what AI should never touch (legal, sensitive, relational)
✓ A digital take-home resource with all the frameworks, plays, and prompts from the day.
WHO IS THIS FOR
No tech background needed.
If you can review a P&L, you can build and use everything in this workshop. SME owners, directors, and business managers – anyone who runs or manages a business and wants sharper answers faster.
Bring your laptop and your Xero reports. That’s it.
“AI will not replace business owners. Business owners who use AI well will outperform those who don’t.”
FROM PREVIOUS WORKSHOPS
What participants said.
“Really valuable workshop. Clear, practical, and hands-on, with tools we built and can use immediately in the business. Great balance of strategy and doing.” Abby
“I started out using AI like a search tool. This workshop shifted that completely. I now feel confident creating task-specific GPTs that support my business systems, admin, and day-to-day work.” Teressa
“Practical application. Gareth explained things in an easy to follow way.” Amie
“I’m not a great tech person, I’m elderly and stubborn in my ways but I truly want to learn this AI thing and work smarter, not harder. It was mind-blowing.” Donna
“A good balance between content and hands-on practice.” Nadene