Advanced Excel Using AI for Accountants

Overview:

This course provides Canadian CPAs with actionable insights to become Excel power users with the assistance of AI—enabling faster, smarter work without the burden of detailed technical learning.

It’s not just another Excel workshop focused on memorizing complex formulas. Instead, it empowers you to use AI tools that simplify and streamline your work, from data analysis to creating financial models. You’ll learn to collaborate with AI as a productivity partner, enhancing your efficiency and reducing the time you spend on repetitive Excel tasks.

Throughout the course, you’ll dive into the capabilities of AI platforms including Microsoft Copilot, ChatGPT, Perplexity and Google Gemini. These tools can instantly provide formula solutions, automate data transformations, and generate insightful data visualizations—all tailored for accounting professionals. You’ll see how to leverage these tools for tasks such as analyzing large datasets, calculating rates of return, and automating report and chart generation, with minimal reliance on manual formula input.

By focusing on real-world applications, this course offers CPAs practical skills to make Excel an even more powerful tool for financial analysis and decision-making. Each module is designed to be practical and immediately applicable, showing how AI can transform how you work with Excel to make data-driven decisions confidently.

Imagine quickly generating complex formulas by simply describing the outcome you need or creating financial projections with automated data insights. You’ll see how AI can handle the most tedious aspects of Excel, leaving you free to focus on strategic work.

Learning Objectives:

Upon completing this course, you should be able to:

• Utilize AI tools like Microsoft Copilot, ChatGPT, Perplexity and Google Gemini to efficiently perform data analysis in Excel
• Simplify complex formula creation by using natural language prompts to generate or troubleshoot formulas
• Effortlessly create financial reports, projections, and data visualizations with AI-driven suggestions
• Integrate AI into tasks such as data transformation, cleaning, and consolidation of client workbooks
• Apply AI-driven VBA and Python code generation for automating repetitive processes
• Conduct in-depth financial analysis, including rate of return calculations, with AI support for accuracy
• Enhance decision-making capabilities by allowing AI to analyze trends, outliers, and data patterns in Excel

Who Will Benefit: 

 CPAs in Canada seeking to enhance their Excel skills using AI for greater efficiency and streamlined workflows.