AI-Powered Accounting with Excel and Power BI
AI-Powered Accounting with Excel and Power BI is a practical guide to applying AI in accounting and finance workflows. It covers Excel formulas, PDF data extraction, reconciliation, controls, workbook restructuring, validation, and reporting with Power BI, while emphasizing human review and governance.
At a glance
- Covers AI-assisted Excel formulas, PDF extraction, transaction reconciliation, management reporting, and account mapping.
- Explains workbook restructuring, validation checks, audit-oriented review, and Excel and Power BI dashboards.
- Introduces frameworks for assessing AI tools, writing prompts, governance, privacy, and human verification.
- The listing recommends basic Excel knowledge and says prior AI experience is not required.
Reference price: $54.99
Price checked: Nov 14, 2026
View offerAhead of Black FridayExplore the selectionPros and cons
Pros
- Practical accounting examples span recurring tasks from extracting finance data through reconciliation and reporting.
- Verification, controls, privacy, and professional judgment are built into the stated approach rather than treating automation as fully hands-off.
- The listed 372-page length and ten practical modules suggest broad coverage across both Excel and Power BI workflows.
Technical specifications
8 specifications| Publisher | Packt Publishing |
|---|---|
| Publication date | July 30, 2026 |
| Language | English |
| Print length | 372 pages |
| ISBN-10 | 180808795X |
| ISBN-13 | 978-1808087950 |
| Weight listed | 1.41 pounds |
|---|---|
| Dimensions | 7.5 x 0.84 x 9.25 inches |
What to know before buying
- A DRM-free PDF and Packt Reader access are claimed as included, but email sign-up and proof of purchase are required. The listing does not specify the exact access terms beyond that condition.
Who is it for?
A good fit for
- Accountants and finance analysts seeking AI-assisted Excel workflows for reporting, reconciliation, and controls.
- FP&A professionals, management accountants, controllers, CFOs, auditors, and finance transformation teams.
- Readers with basic Excel knowledge who want practical finance examples and do not require prior AI experience.
Less suited to
- Readers seeking a general introduction to accounting rather than AI applications in finance.
- Readers looking for a standalone Power BI or Excel reference without accounting workflow examples.
Customer reviews on Amazon
- 5 stars
84% 84% - 4 stars
16% 16% - 3 stars
0% 0% - 2 stars
0% 0% - 1 star
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The supplied evidence contains aggregate ratings but no customer comments. The rating distribution is positive in this small sample, but it cannot establish which topics readers valued or how well the book’s examples work in practice.
Frequently asked questions
What accounting workflows does the book cover?
The listing describes Excel formulas, extracting data from PDFs, reconciliation, financial controls, management reporting, account mapping, workbook restructuring, validation, and dashboards.
Is prior AI experience required?
The listing says prior AI experience is not required and recommends basic Excel knowledge.
Does the book include a digital version?
A DRM-free PDF and access to Packt’s Reader are claimed, subject to email sign-up and proof of purchase.
Who is the book aimed at?
It is positioned for accounting and finance professionals, including analysts, controllers, auditors, CFOs, FP&A teams, and finance educators.
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