AI-Powered Accounting with Excel and Power BI
Transform finance workflows with real-world cases using AI, Excel, Power BI, Claude, and Copilot
Created by Lance Rubin
Discover how to use AI, Excel, and Power BI to streamline accounting and finance workflows. Learn to automate tasks like reporting, reconciliation, and validation while maintaining strong financial controls. Gain practical skills for building repeatable, audit-ready processes that boost both efficiency and accuracy.
Packt | Jul 2026 | 372 min
What You Will Learn
You will work through real-world finance scenarios that show how AI can be applied to everyday accounting and reporting tasks. Each section focuses on practical examples, from extracting data and reconciling accounts to building dashboards and validating results. You'll use Excel, Power BI, and modern AI tools to develop repeatable, trustworthy workflows.
Key Features
- Automate accounting workflows using AI-driven Excel and Power BI techniques
- Build reliable reconciliation and validation processes for audit-ready reporting
- Apply proven frameworks to evaluate, prompt, and govern AI tools in finance
Target Audience
Ideal for accountants, finance analysts, controllers, CFOs, and audit professionals who use Excel and financial reporting in their roles. If you want to automate reconciliation, controls, and validation using AI-regardless of your prior AI experience-this course is for you. Basic Excel knowledge is recommended to get the most from the material.
