AI in Excel & Bookkeeping
Copilot, Auto-categorisation, Reconciliation, and more.
Course 3 of 5
Map process, Apply tools, Measure time saved.
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 · 16 lessons · 11 hours · 1 graded project
660 minutes of guided lesson time.
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Overview and set-up
Overview and set-up — Map process in Capstone: Automate Month-End Close.
Lesson
Core concepts
Core concepts — Map process in Capstone: Automate Month-End Close.
Lesson · Locked
Worked example
Worked example — Map process in Capstone: Automate Month-End Close.
Lesson · Locked
Hands-on practice
Hands-on practice — Map process in Capstone: Automate Month-End Close.
Lesson · Locked
Module quiz: Map process
Check what you learned in Map process before moving on.
Quiz · Locked
Overview and set-up
Overview and set-up — Apply tools in Capstone: Automate Month-End Close.
Lesson · Locked
Core concepts
Core concepts — Apply tools in Capstone: Automate Month-End Close.
Lesson · Locked
Worked example
Worked example — Apply tools in Capstone: Automate Month-End Close.
Lesson · Locked
Hands-on practice
Hands-on practice — Apply tools in Capstone: Automate Month-End Close.
Lesson · Locked
Module quiz: Apply tools
Check what you learned in Apply tools before moving on.
Quiz · Locked
Overview and set-up
Overview and set-up — Measure time saved in Capstone: Automate Month-End Close.
Lesson · Locked
Core concepts
Core concepts — Measure time saved in Capstone: Automate Month-End Close.
Lesson · Locked
Worked example
Worked example — Measure time saved in Capstone: Automate Month-End Close.
Lesson · Locked
Hands-on practice
Hands-on practice — Measure time saved in Capstone: Automate Month-End Close.
Lesson · Locked
Module quiz: Measure time saved
Check what you learned in Measure time saved before moving on.
Quiz · Locked
Graded project: Capstone: Automate Month-End Close
Apply everything from Capstone: Automate Month-End Close in one graded, portfolio-ready build.
Graded project · Locked
Applied learning project
Use Graded project: Capstone: Automate Month-End Close to apply this course to a practical challenge. You’ll finish with a clear solution and the reasoning behind your choices.

Your instructor
AI for professions
Shows working professionals how to use AI responsibly inside everyday workflows.

“The examples felt relevant to public service and worked on the connection I actually have.”
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Following the order of AI for Accountants & Finance Professionals.
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Overview and set-up
Capstone: Automate Month-End Close
40 min · Resume
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.
What AI can/can't do, Tools, Risks, and more.
Trend analysis, Scenario models, Reporting, and more.
Anomaly detection, Document review, Controls, and more.