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.
Nearly 30 Years of Accounting, Finance, Project, Strategy & Business Experience: Transforming Professionals into Agile Leaders with Proven Expertise
Embark on an educational quest with me, Peter Ilas, FCCA, a seasoned professional whose nearly 30-year career has spanned the spectrum from start-ups to global giants like Big4 Audit firms, DELL, and TOMRA. My journey through the realms of external and internal audit, strategic financial management, and leadership roles has crafted a rich repository of knowledge that I'm eager to share with fellow professionals. From the meticulous precision required in external and internal audits to the strategic oversight necessary as a Group Chief Accounting Officer, my career has been defined by versatility and a commitment to excellence. As a Senior Finance Manager, I've navigated the complexities of corporate finance, driving process improvements and mastering internal controls to achieve peak operational efficiency. The entrepreneurial spirit is the latest pinnacle in my professional evolution, embracing the dynamic worlds of freelancing and consulting. I've thrived in diverse company environments, guiding start-ups to find their footing and leading established firms to break new ground. My experiences have not only shaped businesses but have also been distilled into insightful educational content that fosters professional growth. Dive into the Ready Set Agile brand at https://rsagile.com, where my meticulously crafted books and courses embody the modern professional's need for agility—being nimble, fast, and adaptable. My offerings, aligned with CPD/CPE requirements, are not just about learning; they're transformative experiences designed to keep you at the forefront of your field. With a focus on rapid adaptation and continuous improvement, join me to make agility the cornerstone of your professional growth and let us navigate the ever-changing career landscape together.
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.
