From Messy Trial Balance to Financial Statements in 15 mins

Hosted by Asif Masani

138 students

In this video

What you'll learn

Clean a Messy Trial Balance in Minutes, Not Hours

Turn a raw ERP export with inconsistent account names, merged cells, stray subtotals, sign errors into a usable dataset.

Map Every Account to the Right Financial Statement Line

Use AI to classify each account into the P&L and Balance sheet correctly.

Build a P&L and Balance Sheet That Actually Ties Out.

Generate Full set of Financial statements from the TB. The Income Statement, Balance sheet and Cash Flow Statement.

Why this topic matters

Every finance team gets the same ugly export. A messy trial balance that eats hours to turn into clean statements every month. There's a much faster way to do it, but most finance pros still grind through it by hand. This lesson shows you how to hand it to AI and get accurate statements back in minutes. It's the first building block of an AI workflow every CFO now expects.

You'll learn from

Asif Masani

Director, FP&A Professionals Institute (FPI)

As Director at FP&A Professionals Institute, I've trained thousands of finance professionals (analysts, controllers, auditors, business partners) through the CGFPA certification and live cohorts. I've watched the AI shift in real time, and watched most "AI for finance" training miss the point. Too generic. Too theoretical. Too disconnected from the Excel where the work actually happens. I built this course to fix that.

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