Learn and apply immediately — AI Agent hands-on course update: one person + AI = a professional finance & audit team, unlocking a whole new automated finance & audit workflow

Course introduction

This is a hands-on AI Agent course that systematically walks through the whole process of one person + AI building a professional finance & audit team. It covers OpenCode Desktop install & config, an AI-made Excel merge tool that saves one hour of repetitive work in ten minutes, choosing the right finance-AI tool mode (Coding Plan vs API), hidden tricks of the OpenCode terminal edition, installing enhancement plugins for hidden AI features, Mineru Skill that lets AI read scanned PDFs in seconds and extract invoice/contract key info with one click plus automatic contract review, installing the god-tier Skill Creator, custom Word report-format Skill, building your own efficient desktop tools, doubling input speed with voice typing, distilling others' techniques into reusable AI tools (using the forum moderator as example), fusing two skills, the IMA knowledge-base MCP to eliminate hallucination, common terminal version comparison, how to ask AI, Git & Python version management, the warp terminal, observer subagent image reading, image-recognition MCP config, multi-device messaging interconnection (WeChat/DingTalk/Feishu), Claude Code install, hand-building a finance data dashboard, and using AI tools to prepare for any exam. One person + AI builds a professional finance & audit team.

Who should learn

1. 📊 Finance/audit professionals who want AI to boost efficiency
2. 🤖 Tech enthusiasts who want to learn to build AI Agents
3. 🛠️ Office workers who need to automate Excel/Word/PDF
4. 📈 Entrepreneurs who want one person to do a team's work
5. 🎯 Exam candidates who want AI to prepare for any exam

What you gain

1. 🚀 Master OpenCode install/config and choosing the right finance-AI tool mode
2. 🛠️ Learn to build an AI Excel-merge tool and Mineru document parsing
3. 📄 Master the custom Word report-format adjustment Skill
4. 🔍 Master distilling others' techniques into reusable AI tools

Course catalog

Practical Q&A 1: solving pitfalls in plugin install

Intro: build your own finance/audit agent from scratch

Install: OpenCode Desktop — an AI efficiency desktop tool even newbies can use

Build efficiency tool: hands-on AI Excel merge tool that saves one hour in ten minutes

Choosing the finance-AI tool mode: Coding Plan vs API to avoid pitfalls

Install guide: OpenCode terminal edition, unlock hidden ways of finance/audit

Enhancement plugins: install OpenCode enhancement plugins for hidden AI features

Replicable learning method: using a skill as example to teach a repeatable method

Mineru skill install + full use flow: let AI read scanned PDFs in seconds

Mineru skill power: one-click extract invoice/contract key info + auto contract review

Find-skill trick: quickly find the AI efficiency tool you need

Install a god-tier Skill: Skill Creator

Hands-on: case study of a custom Word report-format adjustment skill

Advanced: how to build your own efficient desktop tool and share it

Lazy-essential: voice input that doubles efficiency — speak rather than type, 4x faster

Distill: using the forum moderator as example — distill anyone's technique into a reusable AI tool

Dual-skill fusion: moderator's viewpoint + moderator's Q&A history, two skills merged strong

Unlock skill: let AI remember you

Kill hallucination: call the IMA knowledge-base MCP

Q&A 2: common terminal versions (opencode vs claudecode)

Q&A 3: how to ask AI

Version management: no fear if AI changes something wrong — install git and python

A great terminal: install warp, a terminal with handy command completion

Give deepseek eyes: set observer subagent to read images

Give deepseek eyes: configure image-recognition MCP

Multi-device messaging: connect third-party messengers — WeChat, DingTalk, Feishu

Install: Claude Code install guide

Architecture design: hand-build a finance data dashboard

Implementation: hand-built data dashboard — rollout

Exam prep: use AI tools to prepare for any exam

Browser operation: install playwright MCP and CLI

Browser operation: build a national laws & regulations query skill

Browser operation: build a batch query skill for association/business info

Hands-on: build a related-party check skill

Read chat history: AI reads WeChat chat records

Review audit reports: build a skill for AI to review audit reports

Local RAG knowledge base: foundation for internal-control audit, internal-control build, compliance checks

Speech-to-text: build a meeting-minutes skill

Excel: AI operates Excel

Excel: AI generates audit working papers

Excel: design framework for an audit-working-papers review skill

Excel: using the Excel AI Agent plugin

Flowchart: internal-control flowchart drawing skill

Flowchart: interactive internal-control flowchart generation with next-ai-draw-io

PPT: PPT-making Skill

PPT: make PPT and system prototypes with opendesign and pencil

Word: AI operates Word

Efficiency tool: choosing a programming language

Efficiency tool: develop large projects with openspec

Hands-on: build a free blog or website via cloudflare

Mini-program: build a WeChat mini-program for finance/tax Q&A

Plugin: context-compression plugin, a money-saving helper

Skill: share an AI session process

Security: data-security issues when using AI