July 2026
Intermediate
372 pages
8h 35m
English
Content preview from AI-Powered Accounting with Excel and Power BI
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16
Module 6 –Workflow Analysis on a Real Workbook
Module 6 puts a real, lived-in workbook in front of AI and asks: tell me what's happening here, and how could it be better. The workbook is a customer invoice tracker – one sheet per customer, manual columns, embedded notes, and payments logged inline with totals. It is the kind of file every accountant has seen a thousand times: it works, it has worked for years, and it is also a quiet disaster waiting for the day someone other than its author has to pick it up.
The following topics will be covered in the chapter:
- The workflow problem in a real customer invoice tracker
- The Starting workbook and its inconsistent customer sheet structures
- The Module 6 prompt and its AS-IS / TO-BE consulting frame ...
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