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AI-Powered Accounting with Excel and Power BI. Transform finance workflows with real world cases using AI, Excel, Power BI, Claude, and Copilot Lance Rubin

(ebook) (audiobook) (audiobook) Język publikacji: angielski
AI-Powered Accounting with Excel and Power BI. Transform finance workflows with real world cases using AI, Excel, Power BI, Claude, and Copilot Lance Rubin - okladka książki

AI-Powered Accounting with Excel and Power BI. Transform finance workflows with real world cases using AI, Excel, Power BI, Claude, and Copilot Lance Rubin - okladka książki

AI-Powered Accounting with Excel and Power BI. Transform finance workflows with real world cases using AI, Excel, Power BI, Claude, and Copilot Lance Rubin - audiobook MP3

AI-Powered Accounting with Excel and Power BI. Transform finance workflows with real world cases using AI, Excel, Power BI, Claude, and Copilot Lance Rubin - audiobook CD

Autor:
Lance Rubin
Ocena:
Accounting and finance teams are under increasing pressure to process more data, deliver faster insights, and modernize workflows using AI. However, many AI resources focus on theory rather than the operational realities of finance teams working heavily in Excel and reporting environments.
AI-Powered Accounting Workflows with Excel and Power BI bridges this gap by showing you how to apply AI tools directly to practical finance tasks such as reconciliation, financial control, management reporting, workbook structuring, PDF extraction, and validation workflows. Using real-world finance scenarios, you’ll learn how tools such as TabAI, Anthropic Claude, Microsoft Copilot, Excel, Power BI, EXL Cloud, and Xero can help automate repetitive processes while maintaining accuracy, auditability, and professional judgment.
Throughout the book, you’ll explore workflow optimization strategies, AI governance principles, prompt engineering techniques for finance, and methods for building scalable reporting and analytics solutions. By the end of this book, you’ll be able to confidently integrate AI into accounting and finance operations to improve efficiency, reporting quality, and decision-making.

O autorze książki

Lance Rubin is a leading financial modelling expert and the Founder and CEO of Model Citizn. With more than 20 years of experience across PwC, KPMG, Investec Bank, NAB, and multiple fintech CFO roles, he specializes in financial modelling, reporting, analytics, and finance transformation. Lance co-authored the CA ANZ study guide on financial modelling and is a certified trainer for the Financial Modeling Institute (FMI). He has delivered workshops across Australia and New Zealand on data analytics and Power BI and has spoken at global Power BI events. Lance is also the Chief Excel Officer and Co-founder for EXL Cloud and the founder of the Future of Finance Lab, where he helps finance professionals apply AI in practical, real-world workflows. He runs the Maven AI-Powered Accountant course — the live cohort programme that this book builds on — and hosts the Future of Finance Lab community sessions where accountants share what is and isn't working as they adopt AI in their day jobs.

Packt Publishing - inne książki

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