Training course · Lovable · Finance & Treasury

Lovable for Finance Teams

Build web apps from prompts: take Lovable from idea to a working React app with Supabase backend, GitHub sync and deployment.

Duration
1 day (7 hrs)
Format
Online or on-site
Language
German or English
Participants
open dates or exclusive for your team
Certificate
Certificate of attendance

Overview

“Lovable for Finance Teams” is designed for roles such as CFOs and heads of finance, Treasury and cash managers and Financial analysts and FP&A teams and shows step by step how to use Lovable productively, safely and transparently in Finance & Treasury – from the fundamentals to advanced workflows.

Lovable lets you build web applications simply by describing what you need, with no programming knowledge required. In this course, business users from marketing, sales, HR, operations or product management learn how to turn an idea into a clickable, working application within hours: a landing page for a campaign, an internal tool for logging requests, a simple customer portal or a prototype that helps you pitch an idea convincingly inside your organisation.

The course is hands-on throughout. You work on a small project of your own and learn to state requirements clearly, store data securely, set up logins and publish the result. Just as important is a realistic perspective: which projects you can deliver without IT support, when to involve IT or your data protection officer, and how to hand a successful prototype over to a development team. That way you use Lovable productively without creating shadow IT or security risks.

Finance and treasury teams handle large volumes of data, tight closing deadlines and strict demands for traceability. Generative AI is reshaping this work: AI assistants summarise bank statements, loan agreements and covenant clauses, draft commentary on cash flow variances and support scenario analysis on interest and exchange rates. AI agents and automation take over recurring steps such as matching payment advices, preparing the liquidity forecast or assembling management reports. What matters is that finance professionals review the output, connect data sources properly and define clear approval workflows. That frees finance teams to focus on analysis, steering and advising management instead of copying figures between spreadsheets, the ERP system and banking portals.

The course is delivered live – either online in a virtual classroom or on-site in our training rooms in Munich, Salzburg, Berlin, Augsburg, Hanover, Bremen, Stuttgart and Kaiserslautern. We can also run it exclusively for your team.

Who is this course for?

  • CFOs and heads of finance
  • Treasury and cash managers
  • Financial analysts and FP&A teams
  • Corporate finance and M&A specialists
  • Payments and banking operations staff

Typical challenges we address

  • Consolidating the liquidity forecast from many sources such as ERP, bank accounts and business units
  • Explaining and commenting on budget-to-actual variances quickly
  • Reviewing loan agreements, covenants and bank correspondence under time pressure
  • Producing reports for executives, the supervisory board and lenders at short notice

What you will be able to do

  • You describe requirements in a way that lets Lovable generate a usable web application.
  • You create a landing page with a form and publish it on your own.
  • You build an internal tool with login, data storage and roles without any coding.
  • You develop clickable prototypes and use them to align with stakeholders.
  • Use AI assistants effectively for liquidity planning, variance analysis and financing documents.
  • Automate recurring treasury tasks with clear review and approval steps.
  • Critically assess AI output and keep financial data confidential and audit-proof.

Course outline

Module 1 From idea to first draft
  • What Lovable can do and what happens behind the scenes, explained plainly
  • Breaking an idea down into goal, user groups, pages and content
  • Writing your first prompt and judging the result
  • Making small, precise change requests instead of starting from scratch
Module 2 Landing pages and web presence
  • Campaign and event pages with a clear message and call to action
  • Adding images, copy and your corporate design
  • Contact and registration forms that store submissions
  • Checking how pages look on mobile and desktop
Module 3 Internal tools and forms
  • Building input forms, overview lists and simple dashboards
  • Storing data in a database without writing SQL
  • Setting up logins and roles: who may see and change what
  • Spotting typical errors and fixing them with the undo history
Module 4 Customer portals and prototypes
  • Simple portals for customers or partners with a protected area
  • Clickable prototypes for product ideas and stakeholder presentations
  • Collecting feedback and implementing iterations in a focused way
  • Handing a well-documented prototype over to development or IT
Module 5 Publishing, security and ground rules
  • Publishing your app and making it available on your own domain
  • Personal data, GDPR and coordination with IT and data protection
  • Costs, usage limits and realistic effort
  • Recognising when a project belongs in professional developers’ hands
Module 6 Hands-on project: your own solution for Finance & Treasury
  • Liquidity cockpit – A small web app that imports bank balances and expected cash flows from CSV exports, shows a rolling 13-week forecast and highlights potential shortfalls in colour.
  • Covenant tracker – An internal tool that calculates ratios such as leverage or interest cover per facility, compares them with thresholds and warns early of potential covenant breaches.
  • FX exposure calculator – A calculator that aggregates open foreign currency positions from orders and receivables, shows net exposure per currency and compares hedge ratios against the treasury policy.
Module 7 Data protection, quality & transfer to daily work
  • Financial and banking data is confidential and may constitute inside information under MAR; only use approved AI environments with a data processing agreement and GDPR-compliant data handling. Payment approvals must remain under the four-eyes principle and must never be triggered autonomously by AI agents.
  • Ground rules for safe AI use in your team
  • Checking results: facts, sources, tests and the four-eyes principle
  • Personal action plan for the next 30 days
  • Open questions, outlook and resources for further learning

Practical scenarios from your field

Cash flow commentary

An AI assistant analyses variances between forecast and actual cash positions and drafts commentary on the main drivers, such as customer receipts, supplier payments or tax dates, which the team then reviews and refines.

Financing agreement analysis

Loan agreements, promissory notes or lease contracts are summarised: maturities, interest mechanics, covenants, termination rights and reporting obligations are extracted into a structured overview for treasury and controlling.

Scenarios and sensitivities

AI helps draft scenario narratives and spreadsheet formulas for interest rate, currency and commodity sensitivities, for example showing how rising reference rates would affect financing costs and covenant ratios.

Management and board reporting

From KPIs, tables and bullet points, an AI assistant produces concise executive summaries, slide drafts and explanatory notes for management, the board or lenders, tailored to audience and level of detail.

Automated remittance matching

An automation workflow reads remittance advices from emails and PDFs, matches them to open items and flags discrepancies for manual review before the data is posted to the ERP or cash management system.

Policy and process documentation

Treasury policies, payment approval processes and control descriptions are structured and harmonised with AI support from notes, existing documents and interviews, making them clear and audit-ready.

Possible hands-on projects

Liquidity cockpit

A small web app that imports bank balances and expected cash flows from CSV exports, shows a rolling 13-week forecast and highlights potential shortfalls in colour.

Covenant tracker

An internal tool that calculates ratios such as leverage or interest cover per facility, compares them with thresholds and warns early of potential covenant breaches.

FX exposure calculator

A calculator that aggregates open foreign currency positions from orders and receivables, shows net exposure per currency and compares hedge ratios against the treasury policy.

Prerequisites

Confident use of a web browser and standard office software is all you need. No programming knowledge is required. You have hands-on experience in financial planning, treasury or reporting and are confident using spreadsheets.

Technical requirements

A laptop with an up-to-date browser, a Lovable account (a paid plan is recommended for intensive use) and free GitHub and Supabase accounts.

Data protection & compliance

Financial and banking data is confidential and may constitute inside information under MAR; only use approved AI environments with a data processing agreement and GDPR-compliant data handling. Payment approvals must remain under the four-eyes principle and must never be triggered autonomously by AI agents.

Suggested dates

All dates are suggestions – your preferred date is always possible.

  • Thu, 26 November 2026 Online Request
  • Thu, 10 December 2026 Salzburg Request
  • Mon, 14 December 2026 Online Request
  • Fri, 15 January 2027 Online Request
  • Mon, 18 January 2027 Bremen Request
  • Mon, 25 January 2027 Online Request

Frequently asked questions

Do I own the code Lovable generates?

Yes. The output is standard React and TypeScript code that you can push to your own repository via the GitHub sync. From there it can be developed, tested and deployed entirely independently of Lovable. In the course we show you how to set this up properly from day one so you avoid any lock-in.

Is Lovable suitable for production applications?

For prototypes, MVPs, internal tools and modest customer-facing apps, yes, provided you review security and the data model carefully. Supabase Row Level Security, secrets handling and the maintainability of a growing codebase all need attention. The course covers exactly which checks make sense before you go live.

How does Lovable differ from Cursor or Claude Code?

Lovable is a browser-based app builder with a fixed stack, built-in hosting and Supabase integration, which makes it ideal for getting started quickly. Cursor and Claude Code work inside any existing codebase and technology. Many teams combine them: start in Lovable, then continue in the editor via GitHub.

Can an AI assistant approve payments on its own?

No. AI can prepare payment proposals, match remittances and flag anomalies, but payment approval stays within your authorisation and four-eyes framework. In the course we show how to design automations so that people remain at the critical control points and every action is logged and traceable for auditors.

How should we handle confidential financial data in AI tools?

Start with an approved enterprise environment that has a contractual data processing agreement and does not use your inputs for model training. Add rules for pseudonymisation, such as masking account numbers or counterparties. We discuss practical guidelines that you can agree directly with IT, data protection and compliance.

How much does “Lovable for Finance Teams” cost?

The course costs a flat €949 plus VAT per participant – whether online or on-site. This includes 1 training day(s) with a live trainer, course materials, a lab environment and a certificate of attendance.

Can I suggest my own date?

Yes. Our suggested dates are just a guide. In the request form you can always describe your preferred date or period in free text – we check availability and confirm within one working day.

Is the course online or on-site?

Both are possible: live online in a virtual classroom or on-site in Munich, Salzburg, Berlin, Augsburg, Hanover, Bremen, Stuttgart or Kaiserslautern. We can also run the course exclusively for your team.

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