AI in Excel & Bookkeeping
Copilot, Auto-categorisation, Reconciliation, and more.
Course 4 of 5
Trend analysis, Scenario models, Reporting, 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 · 16 lessons · 11 hours · 1 graded project
660 minutes of guided lesson time.
Sign in and enrol to unlock every lesson. The first lesson is open as a preview.
Overview and set-up
Overview and set-up — Trend analysis in Financial Analysis & Forecasting with AI.
Lesson
Core concepts
Core concepts — Trend analysis in Financial Analysis & Forecasting with AI.
Lesson · Locked
Worked example
Worked example — Trend analysis in Financial Analysis & Forecasting with AI.
Lesson · Locked
Hands-on practice
Hands-on practice — Trend analysis in Financial Analysis & Forecasting with AI.
Lesson · Locked
Module quiz: Trend analysis
Check what you learned in Trend analysis before moving on.
Quiz · Locked
Overview and set-up
Overview and set-up — Scenario models in Financial Analysis & Forecasting with AI.
Lesson · Locked
Core concepts
Core concepts — Scenario models in Financial Analysis & Forecasting with AI.
Lesson · Locked
Worked example
Worked example — Scenario models in Financial Analysis & Forecasting with AI.
Lesson · Locked
Hands-on practice
Hands-on practice — Scenario models in Financial Analysis & Forecasting with AI.
Lesson · Locked
Module quiz: Scenario models
Check what you learned in Scenario models before moving on.
Quiz · Locked
Overview and set-up
Overview and set-up — Reporting in Financial Analysis & Forecasting with AI.
Lesson · Locked
Core concepts
Core concepts — Reporting in Financial Analysis & Forecasting with AI.
Lesson · Locked
Worked example
Worked example — Reporting in Financial Analysis & Forecasting with AI.
Lesson · Locked
Hands-on practice
Hands-on practice — Reporting in Financial Analysis & Forecasting with AI.
Lesson · Locked
Module quiz: Reporting
Check what you learned in Reporting before moving on.
Quiz · Locked
Graded project: Financial Analysis & Forecasting with AI
Apply everything from Financial Analysis & Forecasting with AI in one graded, portfolio-ready build.
Graded project · Locked
Applied learning project
Use Graded project: Financial Analysis & Forecasting with AI to apply this course to a practical challenge. You’ll finish with a clear solution and the reasoning behind your choices.

Your instructor
Career readiness
Connects technical learning to portfolios, interviews and confident career moves.

“The track removed the uncertainty. I knew what to learn next and what to show employers.”
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Following the order of AI for Accountants & Finance Professionals.
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Keep going
Copilot, Auto-categorisation, Reconciliation, and more.
What AI can/can't do, Tools, Risks, and more.
Map process, Apply tools, Measure time saved.
Anomaly detection, Document review, Controls, and more.