Skip to Content
AI-Powered Accounting with Excel and Power BI
book

AI-Powered Accounting with Excel and Power BI

by Lance Rubin
July 2026
Intermediate
372 pages
8h 35m
English
Packt Publishing
Content preview from AI-Powered Accounting with Excel and Power BI

11

Module 1 – Foundations and Formula Ideas

The first module is deliberately the simplest. It is also the most important. It is where you discover, in your own hands and on your own keyboard, that AI is not magic and not a threat – it is a tool that expands your toolkit when you collaborate with it deliberately, and it is a tool that fails interestingly when you don't.

The following topics will be covered in the chapter:

  • The workflow problem behind narrow formula habits
  • The Module 1 starter workbook and prompt
  • Tool outputs from Claude, TAB AI, Copilot Chat, and Copilot Agent Mode
  • What the comparison teaches about tool reliability
  • How Module 1 maps to HACK and the Six Pillars
  • The Module 1 verification protocol and homework

By the end of this ...

Become an O’Reilly member and get unlimited access to this title plus top books and audiobooks from O’Reilly and nearly 200 top publishers, thousands of courses curated by job role, 150+ live events each month,
and much more.

Read now

Unlock full access

More than 5,000 organizations count on O’Reilly

AirBnbBlueOriginElectronic ArtsHomeDepotNasdaqRakutenTata Consultancy Services

QuotationMarkO’Reilly covers everything we've got, with content to help us build a world-class technology community, upgrade the capabilities and competencies of our teams, and improve overall team performance as well as their engagement.
Julian F.
Head of Cybersecurity
QuotationMarkI wanted to learn C and C++, but it didn't click for me until I picked up an O'Reilly book. When I went on the O’Reilly platform, I was astonished to find all the books there, plus live events and sandboxes so you could play around with the technology.
Addison B.
Field Engineer
QuotationMarkI’ve been on the O’Reilly platform for more than eight years. I use a couple of learning platforms, but I'm on O'Reilly more than anybody else. When you're there, you start learning. I'm never disappointed.
Amir M.
Data Platform Tech Lead
QuotationMarkI'm always learning. So when I got on to O'Reilly, I was like a kid in a candy store. There are playlists. There are answers. There's on-demand training. It's worth its weight in gold, in terms of what it allows me to do.
Mark W.
Embedded Software Engineer

You might also like

Modern Data Analytics in Excel

Modern Data Analytics in Excel

George Mount
How to Develop a Great Digital Strategy

How to Develop a Great Digital Strategy

Jeanne W. Ross, Cynthia M. Beath, Ina M. Sebastian
How to Overcome a Power Deficit

How to Overcome a Power Deficit

Cyril Bouquet, Jean-Louis Barsoux

Publisher Resources

ISBN: 9781808087950