Build a custom, audit-ready reconciliation tool entirely with AI—no coding required. Automate tedious Excel routines and accelerate your month-end close.
Each course is a standalone module.
| Number | Course | Hours | Credit Type |
|---|---|---|---|
| 2.5 hrs | — | ||
| 3 hrs | — | ||
| 2.5 hrs | — |
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.
You already know what you need to do. The bundle collapses every step into one purchase.
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 a complete Prompt Library with ready-to-use prompts, 16 variants, and 41 troubleshooting FAQ answers, plus fictitious practice data and 7 guided exercises covering various accounts and realistic issues.
The program covers the complete development, enhancement, and operational deployment of automated reconciliation tools across three targeted sections:
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.
Most providers issue you a stack of 3 separate PDFs. We issue one consolidated certificate that lists every topic, hours per topic, and totals — exactly what your professional body needs to file. Per-course certificates are still available if you prefer.
8 CPD hours, one certificate, 10-day money-back.
