Build the automations you keep meaning to build.
A structured, hands-on program applying Excel, Power BI, Python and SQL to real audit and tax workflows — built inside a practice, for a practice.
Who it is for
Practising Chartered Accountants, accountants and finance professionals who handle recurring, manual work — reconciliations, MIS, GST and AIS/TIS matching, reporting — and want to build systems that remove the repetition, rather than depend on someone else's software.
What is covered
Excel
Advanced formulas, Power Query and template design for reconciliation and reporting workflows.
Power BI
Building MIS dashboards and refreshable data models from client and firm data sources.
Python
Scripting recurring data-cleaning, matching and formatting tasks used in audit and tax work.
SQL
Querying and structuring data for reconciliation and reporting, applied to audit and tax scenarios.
Format and delivery
Format, schedule, group size and pricing are confirmed on an enquiry call, based on where your team is starting from and which workflows you want to automate first.
What participants build
- A reconciliation automation for a recurring matching task (e.g. AIS/TIS, GSTR-2B, bank).
- A Power BI MIS dashboard connected to a live or refreshable data source.
- A Python script that automates a repetitive data-cleaning or formatting step.
- A documented SOP for handing the automation to a team member.
Prerequisites
Working familiarity with day-to-day audit or tax practice tasks and access to a laptop with Excel installed. No prior programming or Power BI experience is required.
FAQs
Who is the Finance Automation Lab for?＋
Practising Chartered Accountants, accountants and in-house finance teams who handle recurring reconciliation, reporting or tax-workflow tasks and want to automate them using tools they can maintain themselves.
Do I need to know how to code?＋
No prior programming experience is assumed. The material starts from Excel and Power BI fundamentals and builds up to Python and SQL as applied to audit and tax workflows.
Is this a certification course?＋
No. It is a structured, applied program focused on building working automations for your own practice or team, not a certification.
How is it delivered?＋
Delivery format, schedule and pricing are confirmed during an initial enquiry call, based on the size of the group and the systems already in use.
Talk to us about the Lab
Tell us about your team and the workflows you want to automate.