AI-Powered Accountant
Lance Rubin
CEO of Model Citizn
Andrew Siah
CEO, Co-Founder of TabAI
Learn to build AI finance workflows that deliver.
There is a lot of noise and theoretical concepts that lack sufficient practical hands-on application of AI, precisely where Accountants do their best work. In Excel!
The landscape is moving fast, and tools are evolving quickly, but the training and adoption lag. This course fixes that.
WHAT TO EXPECT
5 sessions (3 Live, 2 Async ) Foundations + 9 modules·
Total estimated hours of CPD 20-32 hrs
Certification included
Foundations for accounting and finance professionals. We cover key elements of the what and the how of AI in relation to accounting and finance workflows. The growth mindset and human skills are also key elements of this course, not just the technical aspects.
Hands-on real-world examples Cases developed from actual workflows in the real world—anonymised and translated to training. You'll gain first-hand experience in the same scenarios.
Digital artefacts you'll build and keep
Automated Excel and Power BI solutions
Library of effective AI prompts for finance
Change management templates for considering AI for your team
Video recordings and sample datasets for continued practice
Tools you'll master TabAI · Anthropic Claude · Microsoft Co-pilot & Agent, Power BI, EXL Cloud & Xero
What you’ll learn
Become an AI-powered accountant who achieves 3-5x efficiency gains while maintaining trust, accuracy, and professional judgment.
How to extract and classify data from PDFs to Excel using TabAI
How to reclassify chart of account numbers into predefined buckets aligned to output structures
How to transform messy workbooks into structured, validated ones with summary sheets
How to reconcile transactions using AI tools for financial control
How to map actual data to destination output structures for management reporting
How to build validation and check sheets that ensure data integrity
How to use TabAI, Anthropic Claude, Microsoft Excel Agent, Power BI, and Xero
How to evaluate what each AI tool can and can't achieve—and the related costs
How to distinguish tools that actually work from hype
How to navigate TabAI's features, interface, and financial use cases
How to choose between tools: when Power Query fails, when TabAI works
How to configure key setup features including memory and user interface
How to access future learning pathways and resources after course completion
How to build a library of effective AI prompts with collaborative optimization
How to create change management templates for introducing AI workflows to your team
How to apply data privacy frameworks (SOC2/GDPR) when using AI tools
How to document AI decision-making and maintain audit trails
How to peer review work for accuracy, clarity, and best practices
Who this course is for
Accountants and finance professionals who want to use AI but don't know where to start
Management accountants and analysts drowning in manual data entry and reconciliation
Professionals skeptical of AI hype who want practical, battle-tested solutions
Prerequisites
Excel
Basic Excel Skill
What's included
Live sessions
Learn directly from Lance Rubin & Andrew Siah in a real-time, interactive format.
Certification of completion
Share your new skills with your employer or on LinkedIn.
Lifetime access
Go back to course content and recordings whenever you need to.
Maven Guarantee
This course is backed by the Maven Guarantee. Students are eligible for a full refund through the second week of the course.
Course syllabus
6 live sessions • 12 lessons • 3 projects
Week 1
Mar
30
Live Session #1 - Foundations, Formulas & PDF extraction & analysis (Module 1 & 2)
Foundations & Modules 1 & 2 within Session #1 (practice post the live session)
Week 2
Session #2 (Async) - Modules 3-6 (Financial control, Management reporting, Sourc
Schedule
Live sessions
5-10 hrs / week
Mon, Mar 30
11:00 PM—1:00 AM (UTC)
Tue, Apr 21
12:00 AM—1:00 AM (UTC)
Tue, Apr 28
12:00 PM—1:30 PM (UTC)
Projects
3-5 hrs / week
Async content
1-3 hrs / week
Frequently asked questions
$900
USD