Learn-and-Apply AI Agent Practical Landing Course: One Person + AI = Professional Finance & Audit Team, Unlock a Brand-New Automated Finance-Audit Working Mode (Updated 0804)

Course Introduction

Finance and audit roles are occupied by repetitive work all year: merging spreadsheets, flipping through scanned PDFs, extracting contract and invoice information item by item, repeatedly tweaking report formats. Lots of mechanical work squeezes out core business time. Many people try AI tools but get stuck on software installs and plugin errors; they only do basic chats and can't build a Skill library; AI frequently produces hallucinations and can't precisely handle financial vouchers and audit documents; not knowing agent architecture, they can't build long-term stable automation tools, so efficiency never breaks through.

This Learn-and-Apply AI Agent Practical Landing Course is built for finance and audit practitioners, centered on the two dev terminals OpenCode and Claude Code, hand-in-hand building a dedicated finance-audit AI agent from scratch. The course first solves entry pain points like software deployment, plugin errors and terminal config, then systematically teaches Skill development, PDF image-text parsing, and automatic extraction of voucher and contract info. You can one-click build light office tools like Excel merging and Word report typesetting, and also connect knowledge bases, eliminate AI hallucinations, and build a data cockpit that iterates long-term.

The whole course lands on real finance-audit scenarios: scanned-document recognition, voucher extraction, automatic contract review, dual-skill agent fusion, distilling historical experience into reusable tools, while linking WeChat, DingTalk and Feishu across ends. It pairs version control, code debugging and image-recognition config to avoid AI errors, truly achieving one person + AI carrying the workload of a whole finance-audit team, and saying goodbye to repetitive overtime.

Course Content

[Q&A 1] Fixes for pitfalls when installing plugins

0 [Intro Lesson] Gou-ge guides you to build your own finance & audit agent from scratch

1 [Install] Install opencode desktop - the easy AI-efficiency desktop tool even newbies can use

2 [Build Efficiency Tool] Hands-on: build an Excel-merge tool with AI, save 1 hour of repetitive work in 10 minutes

3 [Which Finance AI Mode to Choose] Coding Plan VS API? Helping you avoid pitfalls!

4 [Install Guide] OpenCode terminal version, unlock hidden finance-audit plays

5 [Enhancement Plugin] Install the OpenCode enhancement plugin to get hidden AI features

6 [Replicable Learning Method] Using a skill as example, teaching a replicable learning method

7 [Mineru skill install + usage full flow] Let AI read scanned PDFs in seconds

8 [Mineru skill power] One-click extract invoice & contract key info + automatic contract review

9 [Find-skill Trick] Quickly find the AI efficiency tool you need

10 [Install God-tier Skill] Skill Creator

11 [Practice] Case: build a dedicated skill for custom Word report format adjustment

12 [Advanced] Case: how to make your own efficient desktop tool and share it with others

13 [Lazy Must-have] Efficiency voice input - speak instead of type, 4x faster than typing

14 [Distill] Using Moderator Chen as example - master distilling anyone's know-how into a reusable AI tool

15 [Dual-skill Fusion] Moderator Chen perspective + his Q&A history, two skills merged

16 [Unlock Skill] Make AI remember you

17 [Kill Hallucinations] Call the IMA knowledge base MCP

18 [Q&A 2] Common terminal-version collection (opencode vs claudecode)

19 [Q&A 3] How to ask AI questions

20 [Version Control] Not afraid even if AI makes a mistake - git install, python install

21 [Nice Terminal] warp install, a nice terminal with built-in command completion

22 [Give deepseek eyes] observer subagent image-reading setup

23 [Give deepseek eyes] image recognition MCP config

24 [Multi-end Messaging] Connect third-party messaging tools - WeChat, DingTalk, Feishu etc.

25 [Install] claude code install guide

26 [Practice Architecture Design] Build a finance data cockpit by hand

27 [Practice Implementation] Build a data cockpit - implementation rollout

29 [Exam Prep] Use AI tools to prepare for any exam

30 [Browser Automation] playwright MCP and CLI install

31 [Browser Automation] Build a national laws-and-regulations query skill

32 [Browser Automation] Build a batch business-registration info query skill

33 [Practice] Build a related-party check skill

34 [Read Chat History] AI reads WeChat chat history

35 [Audit Report Review] Build a skill for AI to review audit reports

36 [Local RAG Knowledge Base] The foundation for internal-control audit, internal-control setup and compliance checks

37 [Speech to Text] Build a meeting-minutes skill

38 [Excel] AI operates Excel

39 [Excel] AI generates audit working papers

40 [Excel] Audit working-paper review skill design framework

41 [Excel] Excel AI Agent plugin usage

42 [Flowchart] Internal-control flowchart drawing skill

43 [Flowchart] Interactive internal-control flowchart generation next-ai-draw-io

44 [PPT] PPT creation Skill

45 [PPT] opendesign and pencil for PPT and system prototype design

46 [Word] AI operates Word

47 [Efficiency Tool] Choosing a programming language

48 [Efficiency Tool] Build large projects with openspec

49 [Practice] Build a free blog or website via cloudflare

50 [Mini Program] Build a finance-tax Q&A WeChat mini program

51 [Plugin] Context-compression plugin, a money-saving helper

52 [Skill] Share the AI conversation process

53 [Security] Data security issues when using AI

Suitable Audience

✅ Audit staff at accounting firms, corporate finance accountants, who handle spreadsheets, contracts and vouchers daily, drained by repetitive tasks

✅ Zero-basis business staff who don't code and want to build AI automation tools without writing code

✅ Finance-audit practitioners already using LLMs for work, but often hit AI nonsense, document-recognition failures and projects that can't be maintained long-term

✅ Finance practitioners who want to build personal digital competitiveness, turn the AI agent into a dedicated assistant, and cut overtime hours

✅ Workplace tech enthusiasts who want to learn Skill development and agent building, and build their own office automation flow

Learning Outcomes

Successfully deploy the full OpenCode and Claude Code runtime environment, solve plugin install and terminal config problems, and avoid 90% of newbie pitfalls.

Master the full Skill development flow, able to independently build automation tools for Excel processing, Word typesetting and document review.

Achieve automatic parsing of scanned PDFs, one-click extraction of invoice and contract key info, batch contract initial review, greatly cutting data-checking hours.

Learn to build knowledge bases to eliminate AI hallucinations, configure image-recognition agents, and solidify senior business experience into repeatedly callable AI capabilities.

Master project version-control schemes to keep automation tools stable, independently build a finance data cockpit and visualize business data.

Link multiple software together, connect the agent to DingTalk, WeChat and other office software, truly building a dedicated AI finance-audit team, with one person efficiently doing multi-person workload.

*Note: This article is for introduction only and does not constitute any earnings promise. Monetization results vary from person to person and require your own effort and hands-on practice. Use the learned content reasonably, and strictly abide by relevant platform rules and laws and regulations.*