Practical AI inside Excel for Accountants (Management Reporting and Advisory)
Overview
Hands‑on ways to use Excel’s AI features and other tools inside Excel for faster, better ways of working and management accounting insights
Accountants are under increasing pressure to deliver insights faster with less manual effort. AI‑enabled features within Excel now offer practical ways to automate repetitive tasks, enhance analysis, and support better decision‑making without requiring advanced technical skills. But they can also lead you down a rabbit hole and take more time if you are not careful.
This highly practical session demonstrates how accountants can use AI‑powered Excel features and tools in everyday scenarios and case studies.
• Practical AI features already available in Excel (Co-pilot and Agent mode)
• Other Excel tools and add-ins to consider
• Demonstrations of AI‑assisted analysis and reporting
• Productivity and accuracy improvements
• Where human judgement remains critical
• Ideas you can apply immediately
Learning Outcomes:
• Apply AI‑enabled Excel features to common management accounting and business advisory tasks
• Improve efficiency in analysis, forecasting, and reporting
• Interpret AI‑generated outputs critically
• Identify opportunities to integrate AI into existing workflows
Suited to:
Accountants, business advisors, analysts working in industry or medium sized professional firms.
This On Demand recording Includes:
- Recording of the Live Webinar, which can be viewed multiple times, for as long as required
- Presenters contact details for follow up questions
- CPD Quiz
- CPD Certificate
- CPD Report – Logged automatically
- PowerPoint Presentation
- Verbatim Transcript, with Searchability
- Supporting Documentation
Course syllabus
3 lessons
- Video – Practical AI inside Excel for Accountants (Management Reporting and Advisory)Video
- Feedback Survey QuestionsSurvey
- Knowledge QuizTest
Your presenter
Lance RubinModel Citizn
, CEO & Founder, Model Citizn
Lance has a wealth of financial modelling experience across financial and professional services having worked at two of the Big 4 accounting firms (PwC & KPMG), Investec Bank Corporate Finance & Advisory and National Australia Bank. Lance has 2 decades in the corporate experience across professional services, investment and commercial banking prior to founding Model Citizn.
Model Citizn helps all businesses and governments simplify their complexity in order to make relevant, informed and purposeful decisions with insight by better managing cashflow and their Excel and Power BI environments. Lance has run workshops across Australia & New Zealand on data analytics and data visualisation using Power BI on behalf of ACCA and CA ANZ (CA Catalyst).
Lance has developed online training and interactive workshops based on his experience.
Lance also recently became the co-founder and Chief Excel Officer (CEO) of EXL Cloud that enables flexibility and connectivity between Excel and Cloud accounting packages like Xero.