Role-Based Programme
RB1002

Fireflies.ai for Finance & Accounting

Capture Financial Discussions, Track Decisions & Improve Follow-Through

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Duration
8 Hours
Level
Basic
Delivery
Instructor-Led
Format
Workshop

Programme Objectives

  • Build foundational proficiency in using Fireflies.ai to capture and organise finance and accounting meetings.
  • Extract financial decisions, commitments, variances, risks, approvals, owners, and follow-up actions from conversations.
  • Use AskFred, Smart Search, and Topic Trackers to retrieve financial discussion points and recurring themes.
  • Create reusable workflows for budget reviews, forecasting meetings, month-end discussions, audit coordination, and finance operations.
  • Apply confidentiality, accuracy, access, and human-validation practices when working with sensitive financial conversations.

Tools covered

Fireflies.aiAI NotetakerMeeting TranscriptsAI SummariesAction ItemsAskFredGlobal AskFredSmart SearchTopic TrackersConversation IntelligenceAI SkillsCollaboration Integrations

Who should attend

  • Finance Managers
  • Accounting Managers
  • Financial Controllers
  • FP&A Professionals
  • Management Accountants
  • Financial Analysts
  • Accounts Payable Professionals
  • Accounts Receivable Professionals
  • Treasury Professionals
  • Tax & Finance Operations Professionals
  • Finance Business Partners
  • Finance Team Leads
  • Shared Services Finance Professionals

Prerequisites & Participant Readiness

  • Basic understanding of finance or accounting activities
  • Familiarity with financial reviews, budgeting, forecasting, or accounting meetings
  • Basic computer and internet proficiency
  • Familiarity with virtual-meeting platforms is helpful
  • No programming or technical AI knowledge required
  • No previous Fireflies.ai experience required

TOC Modules

Concepts
  • Understanding Fireflies.ai as an AI meeting transcription and intelligence platform
  • Identifying suitable finance meetings such as budget reviews, forecasting, closing, audit, and management reviews
  • Understanding the Capture → Transcribe → Summarise → Analyse → Act workflow
  • Understanding transcripts, summaries, action items, decisions, and meeting intelligence
Practical activities
  • Exploring a sample finance meeting in Fireflies
  • Reviewing speaker-labelled transcripts and AI-generated summaries
  • Identifying financial decisions, actions, and follow-up items

Scenarios

Budget Review to Financial Action Plan

Budget Review Meeting → Fireflies Capture → Variances & Assumptions → Decisions → Action Owners → Deadlines → Follow-Up

Participants transform a budget-review discussion into a structured record of financial issues, management decisions, responsibilities, and follow-up actions.

Month-End Close Coordination

Close Meeting → Transcript → Outstanding Activities → Blockers & Dependencies → Owners → Due Dates → Progress Review

Participants use Fireflies.ai to structure a month-end close meeting, improving visibility of outstanding accounting activities, ownership, dependencies, and completion follow-through.

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