Transform & Analyze Complex Data in Minutes with Python <> Open AI API Integration.
*These banks have used one or more PyFi training products
From Data Chaos to Clarity: The Jack & Jill Case Study
Jack is a mid-career finance professional — sharp, analytical, and used to solving complex problems at work. But each month, when he sits down to reconcile his personal finances, he hits the same wall: the numbers never match perfectly. Amazon batched orders, inconsistent merchant labels, split transactions, partial refunds — something is always off by a little. And it drives him crazy.
Jill, his partner, relies on Jack to keep their spending on track. But the more their household grows, the more tangled the data becomes. Credit cards, checking accounts, subscriptions, grocery runs, kids’ purchases — none of it cleanly categorizes itself, and traditional tools fall apart fast.
So in this demo, you’ll walk through the exact AI-powered matching and classification system built to solve Jack & Jill’s messy real-world problem. You’ll see how Python + OpenAI work together to clean, label, group, and analyze inconsistent data — and how this same workflow translates directly into professional FP&A, budgeting, forecasting, and transaction-level analysis.
Meet Your Instructor
Zach Washam
EX - Wells Fargo
While learning Python as an investment banker, Zach made an interesting observation: Python programming had a lot in common with the Excel models he made at work. By thinking of Python like Excel, Zach quickly learned the coding language and invented Wells Fargo Securities' first machine learning algorithm for investment banking and capital markets.
After submitting two algorithms for patent protection and winning Wells Fargo's 2018 "Local Sphere Innovation Award," Zach left investment banking to launch PyFi.
Now, Zach’s courses have been delivered to the top banks in North America and thousands of finance professionals around the world.
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*These banks have used this exact PyFi training system to modernize their finance teams.
How Can We Help You?
What makes PyFi's system unique?
PyFi’s AI for Finance demo is built around a real, relatable use case — analyzing messy personal-finance data (the Jack & Jill case study) using a custom tool powered by OpenAI + Python. This isn’t abstract theory. You watch a real system classify, clean, and interpret complex transaction patterns — the same problems you face professionally, just in a simpler environment you can immediately experiment with at home.
Because the use case is personal, you can “sandbox” your skills safely: upload your own data, run variations, and get hands-on experience directing AI to solve classification, labeling, reconciliation, and analysis tasks. It’s the quickest way to build intuition for how AI actually behaves, thinks, and scales.
How will learning Python help my finance career?
AI for finance gives you an immediate edge by turning messy, real-world financial data into clear, actionable insights in seconds. Instead of wrestling with inconsistent labels, fragmented sources, or manual categories, you’ll be able to run advanced analysis with a simple workflow built for finance work.
More importantly, AI becomes a force-multiplier for your Python skills. You’ll learn how to direct AI systems to classify data, identify trends, audit logic, and accelerate the exact workflows you already use—without relying on rigid tools or slow internal processes.
As financial roles evolve, professionals who can harness AI-driven analysis will outpace those limited to traditional spreadsheets. These capabilities make you faster, more accurate, and far more strategic—qualities every modern finance team needs.
Whats included in my enrollment?
Your enrollment includes a 2-hour live demo where we walk through the full Jack & Jill personal-finance case study, show you the custom Python + OpenAI integration, and answer your questions live.
You’ll also receive a step-by-step 15-minute tutorial showing you exactly how to set up OpenAI’s API inside your own Python environment.
And finally, you’ll get a copy of the matching & labeling algorithm we use in the demo—so you can plug in your own messy transaction data and practice the workflow at home.
What if I change my mind?
PyFi offers a 100% no questions asked, money back guarantee up to 30 days from the time of your class. Meaning if you enroll for a class next week, and take it, you are eligible for a full refund up to 30 days later.
Do I need to work from a specific OS?
You can work from any operating system. You will need access to zoom, and a web browser.
Have any questions? We’re ready to help!
