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

Learn how accountants and finance teams can use AI tools in the real world with practical cases that reduce manual accounting and finance processes, improve reporting accuracy, and build AI-augmented workflows in Excel and Power BI

Key Features

• Automate finance workflows using AI-powered Excel techniques
• Build reporting, reconciliation, and validation workflows with AI
• Apply proven frameworks (HACK, the Six Pillars, Skills.md for accountants) to make AI a repeatable part of finance work

Book Description

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.

What you will learn

• Extract and structure finance data from PDFs using AI
• Build AI-assisted reconciliation and control workflows
• Automate reporting with Excel, Power BI, and AI tools
• Transform messy workbooks into structured data models
• Create validation and audit-ready finance processes
• Evaluate AI tools for accounting and reporting tasks
• Build reusable prompt libraries for finance workflows
• Apply governance and privacy practices for AI adoption
• Apply the HACK framework to evaluate AI finance workflows
• Build reusable Skills.md workflows for finance teams

Who this book is for

This book is for accountants, finance analysts, management accountants, FP&A professionals, finance transformation teams, controllers, CFOs, practice partners, audit professionals, and finance educators (including candidates working toward CA, CPA, ACCA, or AICPA qualifications) looking to apply AI in practical finance workflows. It is ideal for professionals who work extensively with Excel and reporting processes and want to improve efficiency using AI-powered automation tools. Basic Excel knowledge is recommended, but prior AI experience is not required.

Table of Contents

1. Foundations of AI for Finance Professionals
2. Building AI-Enabled Excel Workflows
3. PDF Extraction, Reconciliation, and Financial Control
4. AI-Powered Management Reporting and Data Visualization
5. Workflow Automation and AI Tool Selection
6. AI Governance, Change Management, and Human Skills
7. End-to-End AI-Powered Finance Workflow Project