Matrix track programmes

Six matrix modules and a capstone for your finance grid

Wealth AI Matrix offers a structured matrix track for Singapore professionals, freelancers and SME operators who want practical skills in AI-assisted finance administration. Each matrix module combines prompt engineering, AI workflow design and hands-on console exercises using ChatGPT, Microsoft Copilot, Claude and AI features in spreadsheets — applied to budgeting grids, cash-flow checkpoints, expense lanes and reporting layers in SGD contexts.

Indicative fees are listed per module. Enrol in the full twelve-week matrix track or activate individual modules. This is vocational training at our Marina Bay matrix studio — not licensed financial advice, not investment coaching, and not a guarantee of savings or returns.

Facilitator leading Matrix Module 01 foundations session

Matrix Module 01 — Foundations of the finance matrix

2 weeks · Live cohort or self-paced · Marina Bay matrix studio

S$640 – S$920

Establish the core framework for AI-assisted money administration across personal finance and business finance matrices. You will compare ChatGPT, Copilot and Claude for everyday financial tasks, learn responsible prompt engineering for matrix contexts, and set up PDPA-aware record-keeping habits suitable for Singapore professionals. Sessions cover tool selection, AI accuracy checks, and building repeatable processes for categorising transactions, summarising statements and drafting financial notes. By the end you will have a documented matrix map connecting your accounts, spreadsheets and AI assistants — the activation layer for every subsequent module in the finance matrix track.

Pair practice on AI budget grid exercises in matrix studio

Matrix Module 02 — Budget grid design with AI

2 weeks · Includes spreadsheet matrix templates · SGD-focused

S$680 – S$980

Transform raw transaction data into clear budget grids and cash-flow views with AI productivity techniques. Learn AI-assisted budgeting lanes that reconcile inflows and outflows across personal and SME accounts denominated in SGD. Practice matrix tracking with AI in spreadsheets — using generative AI to flag anomalies, suggest category adjustments and produce plain-language summaries for household or internal review. Exercises include monthly budget cycles, variance commentary and scenario prompts that model spending changes without crossing into investment advice. You will leave with a maintained budget workbook and documented AI prompts your team can reuse in the matrix console.

Matrix Module 03 — Cash-flow checkpoint matrix

2 weeks · Flow lane focus · Reconciliation drills

S$660 – S$940

Build disciplined cash-flow checkpoints across receivables, payables and float buffers using AI-supported reconciliation routines. This matrix module teaches flow-lane architecture — connecting bank feeds, spreadsheet grids and AI summary layers so you always know where liquidity sits before month-end. Facilitators guide verification habits when AI suggests category transfers or flags unusual entries. Scenarios reflect Singapore SME and household patterns, including mixed personal-business accounts common among freelancers near Marina Bay. Emphasis stays on visibility and documentation quality, not lending, credit products or treasury strategy. Includes redacted sample datasets and peer review exercises in the matrix studio.

Matrix Module 04 — Expense document lanes

2 weeks · Invoice and receipt handling · PDPA compliance focus

S$640 – S$910

Organise invoices, receipts and expense claims through structured document lanes supported by AI extraction and summarisation. You will design matrix folder conventions, standardise naming grids and produce audit-ready expense reports suitable for internal review — skills essential for freelancers and SME finance teams across Singapore. Practice includes GST-aware categorisation where relevant, matching payments to purchase orders and quality-checking AI output before data enters live systems. This module stays firmly in administrative territory: we do not provide tax filing, accounting sign-off or regulatory compliance certification. Learners work with anonymised documents and documented verification checklists.

Evening matrix console session for working professionals

Matrix Module 05 — Forecast matrix layers

2 weeks · Planning grids · Scenario exercises only

S$700 – S$1,020

Apply forward-looking scenario grids for administrative planning exercises — runway visibility, seasonal spending shifts and project cost envelopes — without product recommendations or investment commentary. AI assists in drafting scenario narratives and adjusting grid assumptions; you retain judgement over every input. Evening console sessions accommodate professionals training after office hours. The forecast matrix connects budget and flow lanes from earlier modules, producing layered views you can present to household partners or internal stakeholders. Facilitators stress boundaries: these are planning drills for money organisation, not licensed financial planning, not portfolio forecasting and not guaranteed outcome modelling.

Matrix Module 06 — Reporting console and dashboards

2 weeks · Dashboard templates · Narrative reporting

S$720 – S$1,050

Close the operational cycle with reporting layers — dashboards, summary memos and distribution-ready packs built from your finance matrix. Learn to configure AI-assisted commentary that explains variances in plain language while you verify every figure against source grids. Templates suit monthly household reviews and SME internal reporting without crossing into statutory filing or external audit preparation. Participants integrate outputs from modules one through five into a coherent reporting console. Human sign-off remains mandatory before any report leaves your control. Includes facilitator feedback on process clarity and documentation quality, not on financial performance outcomes.

Matrix Capstone — Integrated finance matrix portfolio

2 weeks · Presentation review · Full track integration

S$880 – S$1,280

The capstone module asks you to assemble your activated matrix — budget grids, flow checkpoints, document lanes, forecast layers and reporting console — into a portfolio demonstrating repeatable AI-assisted finance administration. Present your matrix architecture to facilitators and peers for structured feedback on workflow design, verification habits and documentation standards. The capstone does not evaluate investment returns, savings achieved or business growth. Completion reflects your ability to maintain a finance matrix with human oversight of AI outputs. Graduates receive a participation certificate noting modules completed; it is not a professional licence, not an MAS accreditation and not a guarantee of employment or financial results.

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