AI Finance & Audit Agent Hands-on Course: Build Your Own Smart Tool from Zero, One Person Matching a Professional Finance-Audit Team with AI



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🕒Last updated: 08/04/2026
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AI Finance & Audit Agent Hands-on Course: Build Your Own Smart Tool from Zero, One Person Matching a Professional Finance-Audit Team with AI

Course Introduction
Traditional finance and audit work is tedious and inefficient; making working papers, checking contracts and reviewing data eat huge time, while manual work is error-prone and hard to scale. This hands-on AI Agent landing course is built for finance-audit practitioners—no coding background needed. It teaches from zero the full pipeline of agent building, tool installation and plugin configuration, covering Excel audit working papers, Word reports, PPT creation, and internal-control flowchart drawing. It supports contract review, related-party checks, business-registry lookup and meeting-minutes generation, paired with a local RAG knowledge base, image reading, and multi-device interconnection. It hand-in-hand teaches you to build your own AI skills, so one person can achieve team-level finance-audit efficiency and quickly complete a digital transformation of the role.
Course Catalog
1.01.0 [Intro] Dog-ge takes you to build your own finance & audit agent from scratch
2.02.1 [Install] Install opencodedesktop - an AI-efficiency desktop tool even newbies can use
3.03.2 [Build tool] Hand-in-hand Excel-merge tool with AI: save 1 hour of repeats in 10 minutes
4.04.3 [Choose finance AI mode] Coding Plan vs API helps you avoid pitfalls
5.05.4 [Install guide] OpenCode terminal version, unlock hidden finance-audit plays
6.06.5 [Enhancement plugin] Install OpenCode enhancement plugin for hidden AI features
7.07. [Q&A 1] Fixes for plugin-install pitfalls
8.08.6 [Replicable learning] Using a skill as example, teach a copyable method
9.09.7 [Mineruskill full flow] Let AI read scanned PDFs in seconds
10.10.8 [Mineruskill power] One-click extract invoice/contract key info + auto contract review
11.11.9 [Find-skill trick] Quickly find the AI efficiency tools you need
12.12.10 [Install god-tier Skill] SkillCreator
13.13.11 [Hands-on] Case: custom Word report-format adjustment skill
14.14.12 [Advanced] Build your own efficient desktop tool and share it
15.15.13 [Lazy must-have] Voice input - speak not type, 4x faster
16.16.14 [Distill] Using admin Chen as example: distill anyone into a reusable AI tool
17.17.15 [Dual-skill fusion] Admin Chen perspective + historical Q&A combined
18.18.16 [Unlock skill] Make AI remember you
19.19.17 [Kill hallucination] Call IMA knowledge base MCP
20.20.18 [Q&A 2] Terminal common set (opencode vs claudecode)
21.21.19 [Q&A 3] How to ask the AI
22.22.20 [Version control] Not afraid of AI mistakes - git, python install
23.23.21 [Good terminal] Warp install with built-in completion
24.24.22 [DeepSeek eyes open] observer subagent image-reading setup
25.25.23 [DeepSeek eyes open] Image-reading MCP config
26.26.24 [Multi-device comm] Connect WeChat, DingTalk, Feishu etc.
27.27.25 [Install] claudecode install guide
28.28.26 [Hands-on architecture] Build a finance-data dashboard by hand
29.29.27 [Hands-on rollout] Data dashboard implementation
30.30.28 [Hands-on deploy] Data dashboard go-live
31.31.29 [Exam prep] Use AI tools to prep any exam
32.32.30 [Browser control] playwright mcp and cli install
33.33.31 [Browser control] Build a national-laws query skill
34.34.32 [Browser control] Build a batch business-info query skill
35.35.33 [Hands-on] Build a related-party check skill
36.36.34 [Read chat] AI reads WeChat chat history
37.37.35 [Review audit report] Build an AI audit-report-review skill
38.38.36 [Local RAG base] Foundation for internal-control audit & compliance check
39.39.37 [Speech-to-text] Build a meeting-minutes skill
40.40.38 [Excel] AI operates Excel
41.41.39 [Excel] AI generates audit working papers
42.42.40 [Excel] Audit working-paper review skill framework
43.43.41 [Excel] ExcelAIAgent plugin usage
44.44.42 [Flowchart] Internal-control flowchart drawing skill
45.45.43 [Flowchart] Interactive internal-control flowchart next-ai-draw-io
46.46.44 [PPT] PPT-making Skill
47.47.45 [PPT] opendesign and pencil for PPT and prototype design
48.48.46 [Word] AI operates Word
49.49.47 [Efficiency tool] Choosing a programming language
50.50.48 [Efficiency tool] Use openspec to develop large projects
51.51.49 [Hands-on] Build a free blog or website via cloudflare

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