Excel to AI: Transforming Your Accounting Workflow in One Day

Empower accounting professionals to transition from manual Excel processes to AI-enhanced workflows, improving efficiency and accuracy.
Duration: 1 Day
Hours: 3 Hours
Training Level: All Levels
Recorded
Single Attendee
$199.00 $332.00
6 month Access for Recorded

About the Course:

Discover how to revolutionize your accounting processes by transitioning from traditional Excel-based workflows to powerful, AI-driven automation, all in just one day. This session will guide finance professionals, accountants, and business owners through the practical steps of integrating AI tools into their existing Excel workflows, enhancing accuracy, speed, and decision-making. Learn how to automate repetitive tasks, generate real-time financial insights, and reduce human error using accessible AI technologies. Whether you're a beginner or a seasoned Excel user, this transformation will empower you to elevate your productivity and embrace the future of accounting.

Course Objective:

  • Automate repetitive tasks such as reconciliations and journal entries.
  • Implement AI-driven financial reporting and forecasting
  • Enhance data accuracy and reduce manual errors. 

Who is the Target Audience?

  • Accountants, controllers, financial analysts, and small business finance teams.

Basic Knowledge:

  • Rows: AI-enhanced spreadsheet platform for automating financial tasks.
  • Cube Software: AI-powered FP&A tool that integrates with existing spreadsheets. 

Curriculum
Total Duration: 3 Hours
Identifying Automation Opportunities

  • Pinpoint tasks suitable for AI automation.  

Introduction to AI Tools

  • Overview of AI tools like Rows and Cube Software  

Building AI-Enhanced Workflows

  • Hands-on session creating AI-powered Excel workflows  

Integrating AI into Daily Operations

  • Strategies for seamless adoption and change management