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

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.