3 days · From AI fundamentals to automated workflows · No coding required
What can AI do? Foundation models, use cases for finance, responsible AI, and your first GenAI playbook.
How do I talk to AI? Master prompt techniques, build reusable templates, and create 6 finance tools with Kiro.
How do I make AI work on its own? Workflow patterns, skills, hooks, and design an agent for your team.
Finance analysts, accounts payable/receivable teams exploring AI-powered productivity tools
Compliance officers and risk managers evaluating AI for regulatory reporting and fraud detection
Technical managers and team leads looking to prototype internal tools rapidly
Anyone interested in using AI to build software without coding
Understanding what AI can do — and where it fits in finance.
Visual, interactive walkthroughs of the three core stages of how AI processes text. Use these as reference during the day's discussions.
Master prompt techniques and build 6 practical finance tools with Kiro.
Make AI work on its own — design automated workflows for your team.
By the end of the 3 days, each participant will have created these artifacts:
| Deliverable | Day | Lab | Description |
|---|---|---|---|
| GenAI Playbook | 1 | BL3 | 5-document implementation playbook: use case selection, model rubric, performance plan, evaluation framework, deployment plan |
| 6 Finance Tools | 2 | L1-5 | Invoice processor, transaction dashboard, finance presentation, project planner, compliance report — all built with Kiro |
| Prompt Template | 2 | L6/L7 | Production-ready template with {{variables}} for merchant risk (GREEN/AMBER/RED) or credit narrative (APPROVE/CONDITIONS/DECLINE) |
| SKILL.md | 3 | L8 | Portable, auto-activating skill file — converts your Day 2 template into a reusable Kiro skill |
| Steering File | 3 | L8 | Always-on rules for your workspace: currency defaults, PII handling, brand voice, domain context |
| Hook Config | 3 | L8 | Auto-trigger that runs your skill when new data files arrive — no manual prompting needed |
| Fraud Detection Skill | 3 | L9 | MCP-connected skill that queries a merchant database and detects fraud patterns |
| Agent Design Canvas | 3 | L10 | One-page agent design: role, workflow steps, data sources, guardrails, success metrics, business impact |
| Tool | Day | What You'll Do With It |
|---|---|---|
| Amazon Bedrock Playground | 1 | Test prompts across models (Nova Pro, Claude), configure guardrails, compare outputs |
| Kiro IDE | 2-3 | Build finance tools, create skills, configure hooks, connect to databases via MCP |
| Bedrock Prompt Management | 2 (demo) | Store, version, and share prompt templates across your team (instructor demo) |
| MCP (Model Context Protocol) | 3 | Connect Kiro to a SQLite database — query merchant data in plain English |
Key financial terms, acronyms, and metrics used throughout the workshop.
| PTP | Procure-to-Pay — purchasing through to supplier payment |
| RTR | Record-to-Report — journal entries through to financial reports |
| GMV | Gross Merchandise Value — total transaction value before deductions |
| GST | Goods & Services Tax — Singapore 9% (since Jan 2024) |
| DSCR | Debt Service Coverage Ratio — cash flow ÷ debt payments (min 1.25x) |
| DTI | Debt-to-Income Ratio — monthly debt ÷ income (max 30-40%) |
| BNPL | Buy Now, Pay Later — AnyCompany's version is "PayLater" |
| KYC | Know Your Customer — identity verification before onboarding |
| AML | Anti-Money Laundering — preventing illegal fund disguising |
| MCC | Merchant Category Code — 4-digit code classifying merchant type |
| MAS | Monetary Authority of Singapore |
| BNM | Bank Negara Malaysia |
| OJK | Otoritas Jasa Keuangan (Indonesia) |
| BOT | Bank of Thailand |
| Chargeback | Customer disputes a transaction — payment reversed to customer |
| Velocity | Transaction rate over time — spikes signal potential fraud |
| Card Testing | Fraud technique: many small transactions to test stolen cards |
| RAG | Retrieval-Augmented Generation — AI answers from your documents |
| CoT | Chain-of-Thought — AI shows reasoning step by step |
| MCP | Model Context Protocol — connects AI to databases and APIs |
| SKILL.md | Reusable AI skill file — portable between Kiro and other tools |
reference/financial-terms-glossary.md).
Visual, interactive walkthroughs — use as reference anytime.