
Lance Rubin
CEO of Model Citizn

Andrew Siah
CEO, Co-Founder of TabAI

Iris Meng
Finance AI Enablement
AI is transforming finance — but most accountants don't know where to start. This course guide cuts through the hype and shows you exactly how to apply AI to the workflows you already do in Excel, every day.
Inside, you'll discover:
- The 6 core AI skills every accountant needs right now
- How tools like TabAI, Claude, and Microsoft Copilot actually work for finance
- Real-world use cases: PDF extraction, reconciliation, management reporting & more
- How to achieve 3–5x efficiency gains
- A practical framework for evaluating which AI tool is worth it.
Free
Get this free resource