AI FP&A Accelerator by Carolina Lago | Tactic Financial | The FP&A Guy
Recommended by The FP&A Guy

Build Real FP&A Workflows in Claude

The AI FP&A Accelerator by Carolina Lago is a live cohort for working FP&A pros who are done watching AI demos. You build on your own data and your own questions, with direct access to Carolina.

📅 4 weeks · 8 live sessions
👥 Cohort-Based Instruction
🛠️ Build in Claude
⚡ Each cohort has limited seats, and the waitlist gets first access. Join to claim yours when the next one opens.
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Waitlist members get first access to seats, dates, and pricing for the next cohort

Is the Accelerator Right for You?

Here's who gets the most out of this cohort, and who doesn't.

✅

This is for you if…

  • You do FP&A work day to day
  • You’ve tried AI but keep hitting generic, surface-level results
  • You learn by doing and want to build, not watch another demo
  • You’re ready to do the real work between sessions, not just attend
  • You want to know where AI is the wrong tool, too, not just where it shines
  • You want to leave with a working deliverable you can take to your company
🚫

This is not for you if…

  • You want a passive, watch-on-2x video course
  • You don’t touch FP&A work day to day
  • You can’t commit to building actual workflows between sessions
  • You want a quick AI hack, not a workflow you’ll keep improving
  • You’re not willing to pay for Claude, which requires a paid Claude Max subscription
  • You’re an advanced AI engineer already running custom production workflows

Why I’m recommending this

Straight up: I know Carolina’s work first-hand. She’s been on the podcast multiple times, I’ve watched how she thinks about AI in finance, and right now I’m studying with her personally and taking her Accelerator course. I can recommend this course because it’s something I’ve experienced, not just read about.

This page includes an affiliate link, which means I may earn a commission if you enroll, at no extra cost to you. I only partner with people whose work I’d recommend regardless, and Carolina is one of them.

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What’s Inside

A live cohort built around one thing: building a real workflow, in Claude, on your own work.

Duration
4 weeks · 8 sessions
Format
Live cohort
Built in
Claude
Deliverable
A working workflow

What You’ll Do

Five building blocks, all built on your own FP&A work in Claude, from framing the use case to a workflow you can deploy, using skills, reference files, projects, and MCP servers.

  1. 01
    Understand

    Get set up in Claude and get clear on the use case, your data, and what a good result looks like, before building.

  2. 02
    Design

    Design the workflow: the structure, where AI fits, and where you keep a human in the loop.

  3. 03
    Build

    Build it in Claude, turning the design into a working workflow on your own use case.

  4. 04
    Optimize

    Iterate from a rough first version to something that actually holds up.

  5. 05
    Deploy

    Put it to work, then evaluate, maintain, and plan what comes next.

What You Get

  • 8 live working sessions (~2.5 hours each), plus an orientation kickoff
  • Your deliverable: one workflow you design, build, deploy, and evaluate, on your data, in your context
  • Tactic OS skill library: the same library Carolina uses for her own FP&A work, variance commentary, forecast review, close routines, and reporting drafts. Yours to use, extend, and keep after the cohort.
  • Companion course & masterclasses: the Practice Workflows companion course (walkthroughs and synthetic data), plus masterclasses on Implementation Roadmap, Security & Compliance, Mini Apps for Finance, and Finance Storytelling with AI
  • All session recordings, yours to keep
  • Accelerator Lab: lifetime access to the community for peer review and ongoing support
Get Priority Access to the Next Cohort
Carolina Lago, founder of Tactic Financial
Carolina Lago
Founder, Tactic Financial

Carolina is an FP&A leader with 25 years of experience across Latin America, North America, and Europe, and the founder of Tactic Financial. She speaks on international stages and has become one of the clearest voices on putting Claude to work in real finance teams, with an emphasis on building, not theorizing.

25 yrs FP&A Founder, Tactic Financial AI for FP&A specialist International speaker

Hear Carolina on the Podcast

I’ve had Carolina on the show to dig into AI and FP&A. If you want a feel for how she thinks before you commit, start here.

Carolina on what AI really changes for FP&A teams: the thinking behind the Accelerator, straight from the source.

Frequently Asked Questions

Direct answers so you can decide with confidence.

A real AI-assisted FP&A workflow on a use case you choose. You don’t have to ship the production version yourself. The point is to understand what’s actually possible, where the real limits are, and what the implementation path looks like. By week 4 you have a complete workflow plus a roadmap to build the next ones.
It’s a 4-week program with eight live working sessions of roughly 2.5 hours each, plus an orientation kickoff. You build on your own use case between the live sessions, and everything is recorded if you miss one.
Yes. The cohort is built around Claude, so you’ll want a paid Claude subscription to follow along and build between sessions. Carolina recommends Claude Max, for the usage you’ll need to build your skills and run your workflows. The value compounds when you can apply each session to your real work between calls.
It’s built for practicing FP&A professionals who want to go beyond AI demos and actually build. It is not for someone looking for a passive video course, anyone who never touches FP&A work day to day, or advanced AI engineers already running custom production workflows.
Tactic Financial offers refunds through Session 2 of the cohort. Refund terms are set and handled by Carolina’s platform, not by me, so review the current policy on the enrollment page before you join.
Because I know Carolina’s work first-hand. I’ve interviewed her multiple times on the podcast, she spent an hour with me one-on-one showing me what she’s doing with Claude before I ever enrolled, and right now I’m going through the Accelerator myself and learning a lot. I’d rather point you to something I’m actively in than something I read about. This page includes an affiliate link, and I only partner with people whose work I’d recommend regardless.

Ready to build, not just watch?

4 weeks, a live cohort, and a real AI workflow on your own FP&A work by the end of it. Join the waitlist to get the next cohort’s dates and pricing first.

Join the Accelerator Waitlist