Capability Track
Get certified: Finance & Ops with Claude
The path above is free to explore. The Capability Track sequences it into assessed modules — you build the real artifacts for your own brand, get them graded against a rubric, and earn a verifiable certificate. Module 1 is a free sample.
Team-plan modules are free for a limited time — open while we’re in preview.
Start free with Module 1 →- 1
Build the real artifacts for your own brand — not exercises.
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Get them graded against a professional rubric, with what’s weak named.
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Earn a verifiable certificate that says you can run it.
- 1 Foundation — books you can trust Free Module 1 of the certifiable Finance & Ops track — go past the recipe to master the three documents every close, reconciliation, budget, and board pack inherits: the categorization rulebook, the data-trust checklist, and the controls doc. Build them for your own books and prove it against a real rubric. Free to sample. →
- 2 The monthly report Team plan Module 2 of the certifiable Finance & Ops track — turn the categorization rules, data checklist, and controls you built in M1 into one repeatable monthly cycle: reconcile the numbers, audit the spend, brief leadership. Every figure traced to a source row, in English and Arabic, and assessed against a real rubric instead of a heroic month-end scramble. Gated, certifiable depth. →
- 3 Plan & forecast Team plan Module 3 of the certifiable Finance & Ops track — go past the recipe to build a six-month cash-flow model where every formula is explained in one plain sentence and every assumption flexes into a scenario, and a budget-vs-actuals variance story where each gap over threshold is explained as price, volume, or timing — not just restated. Build them for your own books, in English and Arabic, and prove it against a real rubric. Gated, certifiable depth on top of the free cashflow-model and budget-vs-actuals playbooks. →
- 4 The cash levers Team plan Module 4 of the certifiable Finance & Ops track — master the two levers that actually move cash: collections (an AR aging into 0–30 / 31–60 / 61–90 / 90+ buckets, a chase list ranked by exposure, a reminder ladder that escalates warm→firm with every chase traced to a real invoice, and DSO tracked month over month) and spend control (every vendor and subscription on one page so the duplicate tools, silent price hikes, and dead seats get cut with evidence, plus a renewals calendar so nothing auto-renews at 3× by surprise). Built for your own books, graded against a real rubric, in English and Arabic. Gated. →
- 5 The close & the board Team plan Module 5 of the certifiable Finance & Ops track — run the month-end close as one ordered, repeatable runbook that pulls M1–M4 into a single defensible workflow, then assemble a board-ready pack where every number traces to a verified source and a human, not the preparer, signs it. The recurring climax of the whole function, authored in English and Arabic, graded against a real rubric. →
- Close-in-a-Box — the capstone Certificate The capstone of the Finance & Ops Capability Track — integrate all five modules into one coherent finance operating system for a single company, proven end to end by closing and reporting one full month, graded against a master rubric into the Certified Finance & Ops with Claude credential. Bring your own books and it doubles as a real close you ship — day-one ROI. →