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Build your own reconciliation tool entirely with AI (no code). Reconcile any account faster, match transactions, track issues to resolution: audit-ready, controller-grade, best practice & customized.
Balance sheet reconciliations are one of the most important controls in finance – and one of the most painful to prepare. Every month-end brings the same manual routine in Excel: import journals, pull the trial balance, rebuild tables, insert prior open items, add subtotals, and match line by line, all while hoping no formula breaks. It is slow, error-prone, and leaves little time for the review that actually matters.
This course shows you a completely different way. Using AI and "vibe coding," you will build your own modern, browser-based reconciliation tool – no coding or IT skills are needed. You simply send plain-language prompts to any AI you already use, and the AI builds the tool for you. In five clear steps and under two hours, you go from a blank page to a robust, working application that does in a few clicks what used to take hours.
Through this practical, step-by-step program, you will learn to:
You will also receive:
Whether you are an accountant, controller, auditor, finance manager, or fractional CFO, this course changes how you work: hours become minutes, most of the effort shifts up front, and you walk into every close with an already clean balance sheet – spending your time reviewing and clearing items instead of crunching them.
This Is Part 1 of 3
This is where you'll build the foundation: understand AI "vibe coding," analyse your source data, and go from a blank page to the first version.
Practical AI for Accounting & Finance | Build Your Own Tools | Fraud Prevention, E-Invoicing & Ethics | 30 Years of Experience
My courses focus on practical applications of AI in accounting and finance, alongside fraud prevention, e-invoicing and financial reporting ethics. – AI Finance: Build and customise reconciliation tools and fraud dashboards using plain-language prompts (“vibe coding”), without prior programming experience. Learn to validate results, protect sensitive data and create repeatable workflows. – Fraud prevention and internal controls: Recognise red flags in invoices, payments, payroll and other transactions, and apply preventive controls and structured investigation methods. – E-invoicing: Understand global requirements, electronic invoice formats and opportunities to automate accounts payable and receivable. – Financial reporting ethics: Work through accounting judgments, estimates and ethical dilemmas using practical cases and decision-making tools. My teaching draws on 30 years of experience in accounting, finance leadership, internal and external audit, and transformation, including roles at Big4 firms, DELL, SSE and TOMRA. I am a Fellow of ACCA (FCCA) and the founder of E-LITE Consulting and RSAgile.
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.