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Master autonomous spreadsheet agents while maintaining professional audit standards and financial integrity.
This course provides a comprehensive framework for integrating autonomous AI agents into professional accounting and financial modeling workflows. It covers the transition from passive AI assistants to agentic systems capable of planning, executing Python code, and performing live data ingestion within Microsoft Excel.
The curriculum details the operational capabilities of four primary platforms—Microsoft Copilot, OpenAI ChatGPT/Codex, Anthropic Claude, and Perplexity—while emphasizing the non-negotiable requirement for human supervision, professional skepticism, and rigorous audit controls. Participants learn to implement preflight risk controls, manage data security, and verify agent-generated outputs against primary sources to meet CPA professional conduct standards.
Topics Covered:
Writer, Trainer, On-demand Course Developer and Acclaimed Author
David Trahair, CPA, CA, is an author, trainer, and eLearning developer who creates on-demand video courses for CPAs across Canada. His courses cover topics including personal finance, ethics, AI, and Microsoft Excel. David is also the author of six personal finance books, three of which are national bestsellers. Through his firm, he helps CPAs build practical skills through engaging, self-paced learning.
Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.
Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.