AI × Finance for APAC Finance Teams
AI for finance teams — output you can sign off.
Copilot and AI training for finance teams, built around the question most training skips: how do you know the output is right? Delivered in English, Cantonese and Mandarin.
When a workflow is ready, a 10-day automation sprint turns it into a controlled, repeatable process.
Illustrative output from a demonstration build (synthetic data).
• Your team has Copilot licences, but usage is scattered prompts — nobody has built finance workflows on them.
• AI output looks finished, but no one can say whether it’s right — so it never survives review.
• Month-end takes days of copy-paste before analysis even starts.
• In 2026, the bottleneck is no longer the model. It is workflow design and verification.
Every engagement follows a simple discipline: finance automation only ships when every output traces back to a verified source.
Know exactly which FP&A workflows are ready for AI — and which decisions must stay human.
Fixed scope, fixed fee, full handoff. Your team owns everything we build.
Automate the preparation. Keep the decision human.
Albert Lee, CPA (Hong Kong) — Founder, Axiom FP&A Partners. Fellow of the HKICPA · Former PwC · Chicago Booth Executive MBA Candidate. I help APAC finance teams cut manual reporting hours with AI they can audit — using the tools they already have: Copilot, Excel and Power BI. Every engagement is built for finance transformation with clear controls, verification and handoff. I’m not selling software; when we’re done, your team owns the workflow. I also provide AI finance coaching for senior finance professionals embedding AI agents into day-to-day FP&A and CFO functions.
How it works
01
AI Finance Training
02
Finance Transformation Readiness Assessment
03
FP&A Automation Sprint
Formats: webinars and CPD sessions (45 minutes to 2 hours), half-day workshops, multi-day programmes — online or in person.
Languages: English, Cantonese and Mandarin.
Topics: Controlled AI workflows for finance · Verifying AI output · Microsoft 365 Copilot for finance teams.
Discuss a session →
Delivered for investment teams, professional bodies and finance learning platforms.
Allianz Global Investors · APAC
Half-day Microsoft Copilot workshop for the APAC Fixed Income team.
CFA Society Shenzhen
Invited as Distinguished Guest Speaker on AI for finance professionals.
Leland
Listed as a Top Expert in AI for Finance. Hosted a public webinar on verifying AI output in finance (270 registrants), alongside 1:1 coaching for finance professionals.
AI Finance Club · Asia Representative
Accelerator Coach across five cohorts; judge and coach for the AI Finance Hackathon. Endorsed as a rising star by Nicolas Boucher, founder of AI Finance Club.
NavGrowth
Workshop on GPT workflows for CFOs and senior finance leaders from the US and Singapore.
ACCA Hong Kong · October 2026 (upcoming)
CPD webinar: Controlled AI workflows for finance teams — beyond one-off prompts.
Featured across Corporate Finance Institute (CFI), The FP&A Guy podcast, and GrowCFO.
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“Albert is an excellent coach — a great combination of technical expertise and finance domain knowledge. Highly recommend him as a trainer and coach for any organization.”
Lucy Liu
Startup CFO & COO · ex-Google, ex-Waze CFO
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“Albert was my AI finance coach over many months — knowledgeable, approachable, and always there to guide me. I’d recommend him to anyone looking to advance from beginner to complex, real-world AI workflows.”
Prateek Trehan
Investment firm CIO · ex-JP Morgan Tech IB · ex-Banking Circle (Group Deputy CFO)
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“Albert is a true AI subject matter expert with a rare ability to simplify complex concepts and make them highly relevant and actionable. His deep finance experience bridges the gap between theory and real-world application. I recommend him without hesitation.”
Bastian Kneuse
Fractional CFO · ex-Wells Fargo VP, ex-American Express FP&A
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“Albert gave clear, practical, business-relevant feedback. He showed me how to think beyond one-off AI prompts toward repeatable AI workflows that support real finance processes.”
Holly Cheng
ex-Financial Controller of an international security services company
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“Albert now provides AI-enabled financial analytics solutions to his clients. He recently ran a session with CFA Society Shenzhen to strong feedback. If your team wants to leverage AI to boost productivity and quality of deliverables, I’d recommend talking to him.”
Jenny Chang, CFA, FRM
VP, Business Finance, Global Bank · Chicago Booth MBA
Organisations named for identification only; no endorsement implied.
Get Started
Bring one painful workflow. In 30 minutes we’ll map where AI in Finance genuinely fits, what stays human-led, and whether a training, readiness assessment or automation sprint is the right next step.