Learn-and-Use — AI Agent Practice Landing Course: One Person + AI = Professional Finance, Audit Team, Unlock Brand-New Finance Audit Automation Work Mode (Updated 0924)

Course Introduction

Finance and audit positions are year-round occupied by repetitive work: merging tables, flipping through scanned PDFs, extracting contract and invoice info line by line, repeatedly revising report formats; large amounts of mechanical work squeeze out core business time. Many people try AI tools but get stuck on software install, plugin errors; only know basic conversation, don't know how to build a Skill skill library; AI frequently produces information hallucinations, can't precisely handle financial receipts and audit documents; don't understand agent architecture, can't build long-term stable usable automation tools; work efficiency always hard to break through.

This "Learn-and-Use — AI Agent Practice Landing Course" is built specifically for finance and audit practitioners, centered on OpenCode and Claude Code two development terminals, hand in hand from zero building finance-audit dedicated AI agents. The course first solves software deployment, plugin errors, terminal config and other entry difficulties, then systematically teaches Skill development, PDF image-text parsing, receipt and contract info auto-extraction. You can not only one-click make Excel merge, Word report layout and other lightweight office tools, but also complete knowledge-base connection, eliminate AI hallucinations, build a long-term iterable data dashboard.

The course throughout lands real finance-audit scenarios: scanned-doc recognition, receipt extraction, contract auto review, dual-skill agent fusion, historical experience distilled into reusable tools; simultaneously connects WeChat, DingTalk, Feishu multi-end linkage. Paired with version management, code correction, image-reading config and other advanced solutions, avoiding AI-error problems. Truly achieve one person + AI, holding up a whole finance-audit team's workload, thoroughly saying goodbye to repeated overtime.

Course Content

[Practice Q&A 1] Plugin install pitfall solutions

0 [Intro lesson] Dog-ge leads you from zero to build your own finance/audit agent

1 [Install] Install opencode desktop, beginner-friendly AI efficiency desktop tool

2 [Make efficiency tool] Hand-in-hand teach AI-made Excel merge tool, save 1 hour repeated labor in 10 minutes

3 [How to choose finance AI tool mode] Coding Plan VS API? Help you avoid pitfalls!

4 [Install guide] OpenCode terminal version, unlock finance/audit hidden play

5 [Enhanced plugin] Install OpenCode enhanced plugin, get AI hidden features

6 [Copy learning method] Using skill as example, teach a set of replicable learning methods

7 [Mineru skill install + use full flow] Let AI instantly read scanned PDF

8 [Mineru skill powerful features] One-click extract invoice/contract key info + auto contract review

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

10 [Install god-level Skill] Skill Creator

11 [Practice] Case walkthrough custom Word report format adjustment dedicated skill

12 [Advanced] Case walkthrough how to self-make efficient desktop tool and share

13 [Lazy must-have] Efficiency voice input — use voice not hands, 4x faster than typing

14 [Distillation] Using Moderator Chen as example — master distilling anyone's skill into reusable AI tool

15 [Dual-skill fusion] Moderator Chen perspective + Moderator Chen history Q&A two skills strong merge

16 [Unlock skill] Let AI remember you

17 [Eliminate hallucination] Call IMA knowledge base MCP

18 [Q&A 2] Terminal version common collection (opencode vs claudecode)

19 [Q&A 3] How to ask AI

20 [Version management] Not afraid if AI makes mistakes — git install, python install

21 [Good terminal] Warp terminal install

22 [deepseek blind man opens eyes] observer subagent set image reading

23 [deepseek blind man opens eyes] image-reading MCP config

24 [Multi-device communication] Connect third-party communication tools — WeChat, DingTalk, Feishu etc.

25 [Install] Claude Code install guide

26 [Practice architecture design] Hand-craft finance data dashboard

27 [Practice implementation] Hand-craft data dashboard — implementation rollout

29 [Exam prep] Use AI tools to prep for any exam

30 [Operate browser] playwright MCP and CLI install

31 [Operate browser] Make national laws/regulations query skill

32 [Operate browser] Make CICPA business-info batch query skill

33 [Practice] Make related-party check skill

34 [Read chat records] AI reads WeChat chat records

35 [Review audit report] Make an AI review-audit-report skill

36 [Local RAG knowledge base] Internal-control audit, internal-control setup, compliance check base

37 [Voice-to-text] Make a meeting-minutes skill

38 [Excel] AI operates Excel

39 [Excel] AI generates audit work papers

40 [Excel] Audit work-paper review Skill design framework

41 [Excel] Excel AI Agent plugin use

42 [Flowchart] Internal-control flowchart drawing skill

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

44 [PPT] PPT making Skill

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

46 [Word] AI operates Word

47 [Efficiency tool] Programming language choice

48 [Efficiency tool] Use openspec to develop large projects

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

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

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

52 [Skill] Share AI conversation process

53 [Security] Data security issues when using AI

54 [Skill] Bank-flow merge and reconciliation skill

55.1b [Install] DeepSeek harness install and intro

56.2b [Plugin] dsh plugin search and install

59.1z [Config] Migrate config to zcode.mp4MF4

60.2z [Model] Add third-party models in zcode

61.3z [Trick] zcode four great features

62.4z [Trick] zcode browser automation, desktop program control

Suitable Learners

✅ Accounting-firm auditors, corporate financial accountants, daily processing tables, contracts, receipts, time continuously consumed by repetitive affairs

✅ Zero-basis business staff, don't understand programming, hope to build AI automation tools without writing code

✅ Finance-audit practitioners already using large-model office but frequently meeting AI nonsense, doc recognition failure, project unable long-term maintain

✅ Finance practitioners wanting to build personal digital competitiveness, turn AI agents into dedicated assistants, reduce overtime

✅ Workplace tech enthusiasts wanting to learn Skill development, agent setup, self-build dedicated office-automation flow

Learning Outcomes

Smoothly deploy OpenCode, Claude Code full runtime environment, solve various plugin install and terminal config problems, avoid 90% newcomer pitfalls.

Master Skill development full flow, can self-make Excel processing, Word layout, document review various automation small tools.

Achieve scanned PDF auto-parsing, one-click extract invoice/contract key info, batch complete contract initial review, greatly reduce data-reconciliation man-hours.

Learn to build knowledge base to eliminate AI hallucinations, configure image-reading agent, solidify senior business experience into callable AI ability.

Master project version-management solution, guarantee automation tool stable operation, independently build finance data dashboard, achieve business-data visualization.

Open multi-software interconnection, connect agent to DingTalk, WeChat and other office software, truly build dedicated AI finance-audit team, one person efficiently completing multi-person workload.