Advertisements

Automate Bank Reconciliation with AI Agents

Advertisements
Use AI agents to automate bank reconciliation in under 2 minutes — no coding required. Includes free toolkit.
1
1/5
(91) Ratings
74 students
Created by Prashant Panchal, ACA
Advertisements

What you'll learn

  • Automate a complete bank reconciliation in under 2 minutes using AI agents and a Python engine — no coding required
  • Run live demos on two AI platforms: Claude Cowork and GPT-4o in Antigravity IDE — same data, identical results
  • Read and interpret a 4-tab audit-ready Excel output: matched transactions, confidence scores, and flagged exceptions
  • Classify and clear every type of reconciling exception — timing differences, missing entries, errors, and unknowns
  • Download and run the free AutoBankRec toolkit with your own bank statement and ERP data — Any formats included
This course includes:
1 total hour on-demand video
0 articles
1 downloadable resources
14 lessons
Full lifetime access
Access on mobile and TV
Certificate of completion
Advertisements

Course content

Requirements

  • Basic Excel familiarity — you do not need to know how to code
  • Access to Claude Pro (Claude Cowork) or any IDE (VS Code/Antigravity) LLM such as GPT-4o, Gemini, or Copilot
  • A bank statement and an ERP bank book export to practise with — demo data is provided if you don’t have your own
  • A Windows or Mac computer with internet access
  • No accounting software licence required — the engine runs locally on your machine

Description

Every month, the same drill.

Export the bank statement. Open the ERP. Start matching rows — one by one, line by line — for hours. Flag the exceptions. Chase the differences. Pray the numbers reconcile before the CFO asks for the cash position.

Sound familiar?

This course eliminates that workflow entirely.

In under two minutes, an AI agent reads both files, matches every transaction with fuzzy logic, flags every exception, and hands you a clean, audit-ready Excel report — confidence scores included. You watch. You verify. You close faster.

No coding. No cloud uploads. Your financial data never leaves your machine.

WHAT YOU WILL LEARN

– How AI agents work in a real finance workflow — not theory, not hype

– How to run the FinDataPro AutoBankRec engine with a single prompt

– How to read and trust the four-tab output: Summary, Matched, Unmatched Bank, Unmatched ERP

– How fuzzy matching works — and why it catches what exact-match logic misses

– How to run the same workflow on different AI platforms (Claude, GPT-4o, Gemini — any LLM)

TWO COMPLETE LIVE DEMOS

You will watch the entire process from prompt to output twice. First in Claude Cowork, then in Antigravity IDE with GPT-4o. Same data. Same result. Because the intelligence is in the engine, not the AI.

EVERYTHING IS FREE

Free course. Free toolkit. Free templates. Free demo data.

Download the FinDataPro AutoBankRec kit, fill in your data, and you can run your first automated reconciliation before you finish the course.

WHO BUILT THIS

FinDataPro is a finance education and tools platform trusted by professionals across 40+ countries. This toolkit was built by a finance executive with 19+ years in the field — for the people who actually do the close.

If you are still reconciling manually, this course will change your month-end forever.

Enrol free. Start today.

Who this course is for:

  • Finance professionals, accountants, and contFinance professionals and accountants who perform monthly bank reconciliations manually and want to cut the time from hours to minutesrollers who perform monthly bank reconciliations manually and want to automate the process. GCC, India, and global finance teams welcome.
  • CFOs, Finance Managers, and Controllers looking to introduce agentic automation into their month-end close process
  • Finance teams in the GCC, India, and broader MENA region using ERP systems such as SAP, Oracle, QuickBooks, or Tally
  • Accounting professionals curious about AI agents in finance but with no coding background — this course requires zero programming
  • Freelance accountants and bookkeepers who handle reconciliations for multiple clients and want to scale their output
  • Finance students and early-career analysts who want a practical, real-world automation skill to add to their CV
Advertisements
FREE
Advertisements
Advertisements
Free Online Courses with Certificates
Logo
Register New Account