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Master autonomous spreadsheet agents while maintaining professional audit standards and financial integrity.
This course provides a comprehensive framework for integrating autonomous AI agents into professional accounting and financial modeling workflows. It covers the transition from passive AI assistants to agentic systems capable of planning, executing Python code, and performing live data ingestion within Microsoft Excel.
The curriculum details the operational capabilities of four primary platforms—Microsoft Copilot, OpenAI ChatGPT/Codex, Anthropic Claude, and Perplexity—while emphasizing the non-negotiable requirement for human supervision, professional skepticism, and rigorous audit controls. Participants learn to implement preflight risk controls, manage data security, and verify agent-generated outputs against primary sources to meet CPA professional conduct standards.
Topics Covered:
Writer, Trainer, On-demand Course Developer and Acclaimed Author
David Trahair, CPA, CA, is an author, trainer, and eLearning developer who creates on-demand video courses for CPAs across Canada. His courses cover topics including personal finance, ethics, AI, and Microsoft Excel. David is also the author of six personal finance books, three of which are national bestsellers. Through his firm, he helps CPAs build practical skills through engaging, self-paced learning.