8-Week Live Cohort · 2026

Become an AI-enabled finance professional.

Stop doing repetitive finance, tax and compliance work by hand. Across eight live weeks you'll build AI assistants, automations and agent teams that do the grind for you — and walk out far more capable than your peers.

CA CMA CS Beginner friendly · no code
Privacy-first — your client data stays yours
Beginner friendly — no coding, ever
Live & hands-on — not pre-recorded
Small cohorts — capped at 25 seats

A complete system, taught live —
not another folder of recordings.

Eight focused weeks. Every session ends with something working that you keep and use in real practice.

8
Weeks, live
32h
Hours of training
6
Systems you build
10+
Capstone tracks
The Roadmap

Eight weeks. Eight systems you build.

One phase per week — each builds on the last, from first principles to a deployable agent team and your final capstone.

Week 01

AI Foundations for Professionals

How AI actually works, prompt & context skills, and how to verify everything it tells you.

You build → A personal AI learning assistant
1
Week 02

AI-Powered Excel & Data Analysis

Generate and debug formulas, clean messy data, and turn raw numbers into a finished dashboard.

You build → An automated finance dashboard
2
Week 03

AI Research & Professional Work

Analyse annual reports and run industry, tax and compliance research — reliable and sourced.

You build → A finance research assistant
3
Week 04

Workflow Automation

Think in processes: map them, design the architecture, and automate email and reporting.

You build → Two working automations
4
Week 05

AI Assistants for Finance

Build assistants tailored to real functions — Tax, GST, Audit, Compliance or Analysis.

You build → One deployable AI assistant
5
Week 06

Private AI & Local AI

Handle client data safely: privacy-first workflows, data ownership and AI governance.

You build → A secure, privacy-first workflow
6
Week 07

Agents & AI Teams

The future of work: agent architecture and multi-agent collaboration that works together.

You build → A finance-focused agent system
7
Week 08

Career Acceleration & Capstone

AI-enhanced resume, interview prep and freelancing — then present a real solution.

You build → Your final capstone project
8

Six systems you build and keep
a portfolio, not a certificate.

Every participant leaves with working AI systems they can apply to real audit, tax, MIS and reporting work.

01

Personal AI Assistant

Your always-on partner for study, drafting and daily professional work.

02

Finance Research Assistant

Annual reports, industry and tax research — sourced and fast.

03

Excel Automation Workflow

Formulas, data cleaning and dashboards on autopilot.

04

Compliance / Tax Assistant

Answers grounded in GST, tax and audit rules that matter.

05

Multi-Agent Finance Team

Agents that research, analyse and report — working together.

06

Final Capstone Project

A real finance problem, solved end-to-end and presented.

Why it's different

Systems, not tools

You won't just learn ChatGPT. You'll build assistants and automations that quietly do the repetitive work for you — long after the cohort ends.

Built for your data

Privacy-first by design

Handle client and compliance data responsibly, with local-AI concepts, data ownership and governance built into every workflow.

Made to use

Practical, not theory

Every session ends with a live build you apply immediately to real audit, tax, MIS and reporting work — no programming background required.

Aditya Srivastava — instructor
Aditya
Your instructor
Who's teaching

Learn it from someone who builds this for finance teams.

Aditya Srivastava is a data & automation specialist who builds AI assistants and workflow automations for finance and accounting teams. He's spent years turning repetitive tax, audit and MIS work into systems that run themselves — and now teaches working professionals to do the same, live, without writing a single line of code.

Finance-first
AI systems built for your work, not generic tools
No-code
Designed for non-programmers, step by step
Hands-on
Live cohorts with personal feedback
The founding cohort

No testimonials yet — and we won't fake them.

Balance Buddy's first cohort starts 1 July 2026. So instead of borrowed quotes or invented numbers, here's the honest deal — plus a risk-free first session so you can judge it yourself.
8 weeks
live and hands-on — taught in real time, never pre-recorded.
6 systems
you build and keep by the final session — yours to use forever.
Risk-free
attend session one; full refund any time before session two.
Enrolment

One price. Everything included.

No upsells, no hidden tool costs. One fee for the full 8-week cohort and every system you build.

★ Early Bird — limited seats
₹4,999₹7,000
Per seat · full 8-week live cohort. Early-bird pricing while seats last — the fee returns to ₹7,000 after.
Attend the first session risk-free. If it's not for you, tell us before session 2 for a full refund.
What's included
  • 8 live weekend sessions 16 hours, hands-on — taught live, not recorded
  • 6 AI systems you build & keep Yours forever, ready for real work
  • All recordings + prompt templates Catch up anytime, reuse everything
  • Private cohort community Ask questions between sessions
  • Certificate of completion Plus a portfolio of working systems
Next cohort
1 Jul 2026
Schedule
Sat & Sun
Time
10:00–12:00 IST
Format
Online · Live
Seats
25 only
Language
English
Questions

Honest answers
before you commit.

Still unsure? Write to Aditya directly — he answers every email himself.

Ask a question

Yes — that's exactly who this is built for. There's no coding at any point. If you can use Excel and email, you can build everything in this program. We move step by step, live, and you always have someone to ask.

Two hours live on the weekend, plus roughly one to two hours of practice applying it to your own work. Everything is recorded, so if a busy week hits, you can catch up without falling behind.

An entire week is dedicated to exactly this — privacy-first and local-AI workflows, data ownership and governance. You'll learn how to use AI responsibly on sensitive files, which is often what lets firms adopt these tools at all.

No surprise costs. Everything in the core program runs on free tiers of the tools we use. Where a paid plan can help, we'll say so clearly and upfront — it's always optional.

Yes — a certificate of completion. More importantly, you leave with a working portfolio of six AI systems you built yourself, which says far more to an employer or client than a certificate alone.

Every session is recorded and yours to keep. You'll also have the cohort community and doubt support to catch up, so a missed weekend never means a missed build.

Yes — the recordings and templates are yours to keep, and you stay in the cohort community to ask questions as you put things into practice. You leave with working systems you can keep using and adapting yourself.

If you want a passive, watch-later video course, this isn't it — it's live and hands-on, and you're expected to build alongside. If you're a finance professional ready to actually make things, you'll get a lot out of it.

Enrolment Open · Limited Seats

Reserve your seat for the next live cohort.

A small, focused group of CA, CMA and CS professionals learning to build with AI — live, every weekend. Write in and we'll send you the full curriculum and start dates.

Risk-free first session · Full refund before session 2

AS
Aditya Srivastava
Data & Automation Specialist · Instructor
aditya@balancebuddy.com
Live Sessions · Sat & Sun · 2 hrs · Online
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