AI for Finance Teams
Updated
For finance and bookkeeping teams. You'll build a form for expense and approval requests, then an AI agent that sorts them and drafts the reminders. Then the everyday finance work: a P&L review, a month-end bank reconciliation, a messy export turned into a clean workbook, and contract terms that cost money.
Work through them in order: each step builds on the one before it, and every module runs in a practice copy of ChatGPT, Claude, Foxit, n8n and Lovable right in your browser. It is free, and no experience is needed.
Intermediate 13 modules about 141 minutes Free Start the path free
The path: 13 steps
- Step 1: Use AI at Work Without Leaking Client Data using ChatGPT✓ Done Beginner
Turn off model training, strip a tenant's bank details and address out of a prompt, then catch the two promises ChatGPT made up before the reply goes out.
Free · about 7 minutes · Next up: Analyze a Client's P&L Export with ChatGPT (Accounting & Bookkeeping Firms)
- Step 2: Analyze a Client's P&L Export with ChatGPT (Accounting & Bookkeeping Firms)✓ Done Beginner
Upload a client's Profit and Loss Detail export to ChatGPT, catch duplicate bank-feed entries and uncategorized rows first, then get a monthly P&L summary, a chart and three takeaways for the client review.
Free · about 11 minutes · Next up: Month-End Bank Reconciliation with ChatGPT: 20 Minutes, Not 3 Hours
- Step 3: Month-End Bank Reconciliation with ChatGPT: 20 Minutes, Not 3 Hours✓ Done Beginner
Upload the bank statement and the books, let ChatGPT match every row and list the exceptions, then check the answer and paste a reconciliation summary into the month-end file.
Free · about 12 minutes · Next up: Collect Overdue Invoices Faster using ChatGPT
- Step 4: Collect Overdue Invoices Faster using ChatGPT✓ Done Beginner
Upload your aging report, have ChatGPT build this week’s chase list (oldest and biggest first, disputes held back), check it against the file, then draft a friendly, firm or final reminder for each client.
Free · about 12 minutes · Next up: Analyze a Spreadsheet with ChatGPT: Upload a CSV, Get a Chart and Three Takeaways
- Step 5: Analyze a Spreadsheet with ChatGPT: Upload a CSV, Get a Chart and Three Takeaways✓ Done Beginner
Upload a CSV of sales to ChatGPT, have it check the data first, ask your questions, get a chart you can download, and finish with the three takeaways that matter.
Free · about 10 minutes · Watch the video · Read the guide · Next up: Check a Contract for Red Flags with Claude
- Step 6: Check a Contract for Red Flags with Claude✓ Done Beginner
Upload a vendor contract, get it in plain English, find the risky clauses with the exact words quoted, draft questions for the vendor, and save the review as a project for the next one.
Free · about 11 minutes · Watch the video · Read the guide · Next up: Review a Client Contract in 10 Minutes using Foxit AI
- Step 7: Review a Client Contract in 10 Minutes using Foxit AI✓ Done Beginner
Skimmed contracts hide auto-renewals, late fees and liability caps. Upload one to Foxit Workspace, get a plain-English summary and every renewal and exit date, check them against the PDF, and hand your boss a one-page…
Free · about 10 minutes · Next up: AI Agent vs Chatbot vs Automation: One Job Done Three Ways
- Step 8: AI Agent vs Chatbot vs Automation: One Job Done Three Ways✓ Done Beginner
Chase six unpaid invoices three ways: a chatbot writes a template, an automation follows a rule, and an AI agent works out the steps and flags the tricky one.
Free · about 7 minutes · Next up: Claude's Excel Skill: Turn a Messy Export into a Clean Workbook
- Step 9: Claude's Excel Skill: Turn a Messy Export into a Clean Workbook✓ Done Intermediate
Upload a messy sales export to Claude and get back a clean Excel workbook with a Data tab, a Summary tab built with formulas, and a chart, thanks to Claude's built-in Excel skill.
Free · about 8 minutes · Next up: AI Receipt Extractor: Receipts to Google Sheets with n8n
- Step 10: AI Receipt Extractor: Receipts to Google Sheets with n8n✓ Done Intermediate
Drop a photo of a receipt into an n8n chat. An AI agent reads it, pulls out the date, vendor and amount, picks a category, and adds a row to Google Sheets.
Free · about 12 minutes · Next up: Build an AI Agent That Categorizes Business Expenses
- Step 11: Build an AI Agent That Categorizes Business Expenses✓ Done Intermediate
Build an AI agent for Maple Street Bookkeeping that sorts business expenses into categories, writes a short note for each and saves them to Google Sheets — chat trigger, AI Agent, system prompt, model, memory, and the…
Free · about 12 minutes · Read the guide · Next up: Invoices from Your Inbox to Google Sheets, with Approval
- Step 12: Invoices from Your Inbox to Google Sheets, with Approval✓ Done Advanced
Build an n8n workflow that reads each vendor invoice PDF from Gmail with AI, logs the vendor, invoice number and total in Google Sheets, and emails the owner an Approve button for anything over $1,000.
Free · about 14 minutes · Watch the video · Read the guide · Next up: Build an Expense Reimbursement Form With AI Policy Checks
- Step 13: Build an Expense Reimbursement Form With AI Policy Checks✓ Done Advanced
Build an expense reimbursement form in Lovable for Maple Street Bookkeeping and connect it to n8n — the AI agent checks each request against the policy, saves it to Google Sheets and emails the employee the status.
Free · about 15 minutes · Last step
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How every module works
Each step is shown on the left, with a cursor pointing to exactly where to click. You do the same thing on the right, in a practice copy of the real tool. Get it right and it moves on. Nothing touches your real accounts until you're ready to build it for real.
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