Who Should Attend?
Accountants should take the AI-Driven Data Automation course to save time, reduce errors, and streamline financial workflows. AI helps automate data entry, reconciliation, and reporting while detecting anomalies and ensuring accuracy. Learn to integrate data from Excel, SQL, and APIs, automate month-end close, and generate reports effortlessly. Boost productivity with PowerQuery, VBA, and AI-driven insights, reducing reliance on IT. Future-proof your skills and stay ahead in finance with AI-powered automation.
Course Overview
- Introduction to AI-Powered Automation – Explore AI’s role in streamlining data workflows.
- PowerQuery for Data Processing – Automate data extraction, transformation, and integration.
- Automating Excel with VBA – Use VBA to update reports, process transactions, and manage workbooks.
- Scheduled Data Refresh & Reporting – Automate data updates with Power Automate and Task Scheduler.
- AI-Assisted Data Cleaning – Detect and fix inconsistencies, duplicates, and missing values.
- Automating File & System Operations – Use command-line scripting for file handling and batch processing.
- Python for AI-Enhanced Automation – Automate data extraction, anomaly detection, and preprocessing.
- Error Logging & AI-Powered Debugging – Improve workflow reliability with AI-driven monitoring.
- Building End-to-End Automation Workflows – Combine tools to create seamless, fully automated processes.
- Real-World Applications & Hands-On Practice – Apply automation techniques to finance, accounting, and business use cases.
Key Learning Outcomes
- Automate Financial Data Processing – Use AI to streamline data collection, transformation, and reporting.
- PowerQuery for Finance Automation – Connect, clean, and integrate financial data from Excel, SQL, and APIs.
- Automate Reconciliation Tasks – Reduce manual effort by automating account matching and variance analysis.
- VBA for Excel Automation – Automate financial models, ledger updates, and report generation.
- Scheduled Data Refreshes – Use Power Automate and Task Scheduler for hands-free financial reporting.
- AI-Assisted Error Detection – Identify anomalies and inconsistencies in financial data automatically.
- Automate Compliance & Tax Prep – Ensure accurate data for audits, tax filings, and regulatory reporting.
- Optimize Financial Workflows – Use AI and automation to speed up month-end close and forecasting.
- Automate Report Generation & Distribution – Create, format, and send financial reports without manual effort.
- Enhance Decision-Making – Leverage AI-powered automation to improve data accuracy and business insights.
All Participants Should Please Note the Following
- Software Setup Required: Participants should have a Microsoft 365 subscription but supported older desktop versions are workable.
- ChatGPT Account: Prior to the course, all participants should register for a free account on ChatGPT so they can complete the hands-on exercises.
- Microsoft Copilot: Participants should also have a Microsoft account to log in to Microsoft Copilot and should do this prior to the course.
- Two Monitors Recommended: Allows better viewing of the trainer's screen and relevant Microsoft 365 application or AI site. If you only have a single screen, please inform us prior to the course.
Speaker Bio
Professional Training is a group of experienced specialists providing focused training in IT and Management skills. Our trainers use a combination of tailored, flexible approaches and real-life business knowledge to develop and provide techniques and solutions for immediate implementation by our course participants. We have delivered a range of CPD programs with Chartered Accountants Ireland since 1997. Website: www.professional.ie.
Contact Us
If you have any questions regarding this or any other CPD course or requirements, please feel free to contact the team here or call us at (+353) 01 523 3930.
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