Price: $77 + tax CAD
Deductible business expense. GST/HST/QST recoverable if registered.
AI is everywhere right now, but when it comes to your business finances, it's hard to separate what's genuinely useful from what's simply hype. Most tutorials focus on writing prompts or experimenting with AI features. They rarely show how AI can help with the financial tasks business owners deal with every month, or explain where AI's answers should (and shouldn't) be trusted.
This masterclass is different.
You'll discover practical ways to use AI to simplify your business finances, save time, better understand your numbers, and make more confident business decisions.
You'll also learn where AI adds value, where it falls short, and where professional judgment is still essential.
Perfect for:
Canadian business owners who manage some or all of their own finances
Anyone curious about AI but unsure how it fits into their financial workflow
Business owners who want real, practical examples instead of generic AI tutorials
Every month brings another round of financial tasks.
Bookkeeping.
Reviewing reports.
Preparing for tax season.
Staying organized.
Trying to make sense of a letter from CRA or Revenu Québec.
None of these tasks, on their own, are particularly difficult. Together, though, they eat up time and mental energy you'd rather spend serving clients or growing your business.
You know that AI can help, but you're not sure where or how. Or you haven't even thought to ask it the question.
In this masterclass, I'm going to show you 7 specific ways AI can genuinely help with your business finances.
I'm also going to look at how to know when to trust it, and when not to.
Instead of searching YouTube, experimenting with random prompts, or wondering whether AI's answer is actually correct, you'll learn practical approaches you can immediately apply to the financial tasks you're already doing.
You'll also discover something most AI tutorials never teach:
I'll explain not only how AI can simplify financial tasks, but also where mistakes commonly happen, what should always be verified, and where professional judgment still matters.
You'll watch me demonstrate seven practical ways AI can simplify common financial tasks that Canadian business owners face every month using Claude. Note that everything I'm demonstrating can be done with the free version of Claude.
For every demonstration, I'll explain the CPA perspective behind it:
Why the approach works
Where AI's answers can genuinely be trusted
Where mistakes commonly happen
What I would verify before relying on the results
You'll leave with practical techniques you can immediately apply in your own business, not just a collection of prompts, but a clearer understanding of where AI can genuinely save time, improve your financial understanding, and where your own judgment is still essential.
See how AI can organize your banking information in minutes instead of hours
Identify duplicate charges, creeping subscriptions, and spending patterns worth a closer look.
See how AI can help flag possible deductions worth investigating before tax time.
Turn financial information into meaningful insight you can actually use.
Get a clearer sense of what's coming instead of only looking backward.
Walk in prepared instead of scrambling to pull everything together in March.
Understand what it's actually telling you, what needs action, and what doesn't.
Watch the full Using AI to Simplify Your Business Finances masterclass at your own pace, including seven practical demonstrations showing how AI can help with real financial tasks.
Follow along with all seven examples, including the prompts used in the masterclass, what to expect, what to watch for, and practical tips you can adapt to your own business.
A practical checklist to help you know what to double-check before relying on AI-generated financial information—especially when dealing with calculations, tax information, or government correspondence.
Come back to the masterclass and resources whenever you need them. Your access doesn't expire.
✔ You're a Canadian business owner who manages some or all of your own finances.
✔ You'd like to spend less time on bookkeeping and routine financial tasks.
✔ You're curious about AI but aren't sure how it can help with your business finances.
✔ You want practical, real-world examples instead of generic AI tutorials.
✘ You're looking for personalized tax, legal, or investment advice.
✘ You already have advanced AI systems managing your financial workflow.
✘ You're looking for an in-depth course on AI tools rather than practical financial applications.
I've been teaching practical finance, accounting, and tax workshops to Canadian business owners for years. Here's what previous attendees have said:
"Ronika presents information with clarity and personal warmth while remaining professional. I appreciate the planning she did for this webinar as well as the generous bonus features and follow up."
— HST & QST Made Simple webinar attendee
"Ronika made a very frustrating topic that most of us try to avoid very accessible. I am grateful I attended and got clarity so that I know what to do moving forward."
— HST & QST Made Simple webinar attendee
"The pacing was perfect, slides were clear, and the explanations were comprehensive without being overwhelming."
— Salary vs Dividends webinar attendee
"Ronika's style is clear and crisp. She is my go-to for all things financial and tax planning."
— Paying Yourself from Your Corporation webinar attendee
The mix of your vocal cadence coupled with the visual information was great. I liked your balanced commentary about choices and directions being specific to circumstances
— Investing Through Your Corporation webinar attendee
Price: $77 + tax CAD
Deductible business expense. GST/HST/QST recoverable if registered.
Do I need to be tech-savvy?
Not at all. If you can copy and paste, you'll be able to follow every demonstration.
How long is the masterclass?
Approximately 60 minutes
Can I attend if I'm a sole proprietor or a corporation?
Absolutely. The concepts apply to both sole proprietors and incorporated businesses. Where there are differences, I'll explain how they apply.
Which AI tool will you be using? Do I need to pay for the tool?
The demonstrations will use Claude. However, whatever you learn can be adapted to whichever tools you already use, including ChatGPT.
Everything I'm demonstrating can be done with the free version of Claude.
Is it safe to use my financial information with AI?
We'll discuss privacy considerations during the workshop, including what information is generally appropriate to share with AI, and what should remain confidential.
Is this financial or tax advice?
No. This is educational training designed to help you better understand how AI can support your financial workflow. It isn't personalized tax, legal, or financial advice.
I already use AI occasionally. Will I still learn something?
Yes. Most people use AI for general productivity. This workshop focuses on practical financial applications and, just as importantly, teaches you where AI can be trusted, what should be verified, and where professional judgment is still essential.
I'm Ronika Khanna, CPA, CFA and the founder of Montreal Financial.
For over 15 years, I've helped Canadian entrepreneurs, self-employed professionals, and incorporated business owners better understand the financial side of their businesses. Through one-on-one consulting, online courses, YouTube, and my membership community, my goal has always been the same: to make business, tax, and finance easier to understand.
I'm excited about the potential of AI. Not because it replaces professional judgment, but because it can help business owners save time and better understand their numbers.
In this masterclass, I'll share practical ways to use AI for everyday financial tasks, including when it's the wrong tool for the job and a professional's judgment is what you actually need.