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Packt Publishing
Lance Rubin
AI-Powered Accounting With Excel And Power BI
N/A
2026
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Publisher > Packt Publishing
Author > Lance Rubin
Title > AI-Powered Accounting With Excel And Power BI
Issue > N/A
Year > 2026
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ISBN > 9781808087950
Pages > 448
Genre > Business-And-Finance Accounting
Language > English
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Type > RETAIL
Media > TECH
Format > .epub
Section > eBook
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Published > 2026-07
Release > 2026-08-09
Disks > 05 x 50 MB
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- - -- [ D E S C R I P T I O N ] -- - -
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 accounting workflows with AI-powered Excel
techniques Build Power BI reporting, reconciliation, and validation
workflows Apply repeatable AI frameworks for safer, audit-ready finance
work Free with your book: DRM-free PDF version + access to Packts next-gen
Reader* Book Description Finance teams need faster reporting and sharper
insight without compromising accuracy, control, or trust. AI-Powered
Accounting with Excel and Power BI shows accountants and finance
professionals how to apply generative AI to real-world accounting workflows
while keeping human judgment at the center. Drawing on Lance Rubins
experience as a CFO, financial modeling specialist, and founder of Model
Citizn, this book uses tools such as the HACK Framework and Six Pillars to
help you structure data, evaluate AI tools, write reliable prompts, and
verify outputs. Ten practical modules cover Excel formulas, PDF extraction,
reconciliation, financial controls, management accounting, account mapping,
workbook restructuring, audit-ready validation, and dashboards in Excel and
Power BI. This book will help you build AI-assisted accounting and
financial reporting workflows, turn recurring tasks into reusable Skills,
and identify hallucinations before they affect decisions. By the end, youll
have a practical roadmap for safer finance automation and the confidence to
know when to trust AI and when to step in. *Email sign-up and proof of
purchase required What you will learn Extract and structure finance data
from PDFs using AI Build AI-assisted reconciliation and control workflows
Automate financial reporting with Excel, Power BI, and AI Restructure
complex workbooks into reliable data models Create validation and audit-
ready accounting processes Evaluate AI tools for finance and accounting
tasks Build reusable prompt libraries for recurring workflows Apply
governance and privacy practices when using AI in finance Who this book is
for This book is for accountants, finance analysts, management accountants,
FP and A professionals, controllers, CFOs, audit professionals, finance
transformation teams, practice partners, and finance educators, including
candidates working toward CA, CPA, ACCA, or AICPA qualifications. It suits
professionals who use Excel and financial reporting and want practical AI
automation for reconciliation, controls, validation, and Power BI. Basic
Excel knowledge is recommended; prior AI experience is not required.
- - -- [ R E T A I L U R L ] -- - -
https://www.kobo.com/us/en/ebook/ai-powered-accounting-with-excel-and-
power-bi
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