AI in Excel & Bookkeeping
Copilot, Auto-categorisation, Reconciliation, and more.
Course 2 of 5
What AI can/can't do, Tools, Risks, and more.
Yiga AI
Beginner · Course · 3 weeks at 5 hrs/week
What you’ll learn
AI Fundamentals for Finance
AI in Excel & Bookkeeping
Financial Analysis & Forecasting with AI
Audit, Fraud Detection & Compliance
Syllabus
3 modules · 17 lessons · 11 hours · 1 graded project
668 minutes of guided lesson time.
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Quick start: clean a messy spreadsheet with AI
A 5–10 minute win you can use today.
Lesson
Overview and set-up
Overview and set-up — What AI can/can't do in AI Fundamentals for Finance.
Lesson · Locked
Core concepts
Core concepts — What AI can/can't do in AI Fundamentals for Finance.
Lesson · Locked
Worked example
Worked example — What AI can/can't do in AI Fundamentals for Finance.
Lesson · Locked
Hands-on practice
Hands-on practice — What AI can/can't do in AI Fundamentals for Finance.
Lesson · Locked
Module quiz: What AI can/can't do
Check what you learned in What AI can/can't do before moving on.
Quiz · Locked
Overview and set-up
Overview and set-up — Tools in AI Fundamentals for Finance.
Lesson · Locked
Core concepts
Core concepts — Tools in AI Fundamentals for Finance.
Lesson · Locked
Worked example
Worked example — Tools in AI Fundamentals for Finance.
Lesson · Locked
Hands-on practice
Hands-on practice — Tools in AI Fundamentals for Finance.
Lesson · Locked
Module quiz: Tools
Check what you learned in Tools before moving on.
Quiz · Locked
Overview and set-up
Overview and set-up — Risks in AI Fundamentals for Finance.
Lesson · Locked
Core concepts
Core concepts — Risks in AI Fundamentals for Finance.
Lesson · Locked
Worked example
Worked example — Risks in AI Fundamentals for Finance.
Lesson · Locked
Hands-on practice
Hands-on practice — Risks in AI Fundamentals for Finance.
Lesson · Locked
Module quiz: Risks
Check what you learned in Risks before moving on.
Quiz · Locked
Graded project: AI Fundamentals for Finance
Apply everything from AI Fundamentals for Finance in one graded, portfolio-ready build.
Graded project · Locked
Applied learning project
Use Graded project: AI Fundamentals for Finance to apply this course to a practical challenge. You’ll finish with a clear solution and the reasoning behind your choices.

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Following the order of AI for Accountants & Finance Professionals.
Next lesson
Quick start: clean a messy spreadsheet with AI
AI Fundamentals for Finance
8 min · Resume
Course 3 in the track
Capstone: Automate Month-End Close
Map process, Apply tools, Measure time saved.
Beginner · Course · 3 weeks at 5 hrs/week
Course 4 in the track
Financial Analysis & Forecasting with AI
Trend analysis, Scenario models, Reporting, and more.
Beginner · Course · 3 weeks at 5 hrs/week
Course 5 in the track
Audit, Fraud Detection & Compliance
Anomaly detection, Document review, Controls, and more.
Beginner · Course · 3 weeks at 5 hrs/week
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Keep going
Copilot, Auto-categorisation, Reconciliation, and more.
Map process, Apply tools, Measure time saved.
Trend analysis, Scenario models, Reporting, and more.
Anomaly detection, Document review, Controls, and more.