China Projects

E-commerce Finance Automation Practical Course: Excel + Yingdao RPA, from Data Cleaning to One-Click Reconciliation

📚Video Course
📂E-commerce
🕒Last updated: 06/23/2026
🎯E-commerce
👥Entrepreneurs / Self-media creators / Cross-border e-commerce sellers / Side-hustlers
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Description

E-commerce Finance Automation Practical Course

Course Introduction
This e-commerce finance office-automation practical course focuses on Excel + Yingdao RPA dual-tool hands-on practice, precisely suited to e-commerce finance work scenarios. The course covers Yingdao software installation, order and fund report data-cleaning robot setup and optimization, and advanced Excel modeling techniques. It details Power Query and Power Pivot template creation and dynamic path configuration, combined with Python commands to optimize tools, and hand-by-hand builds a fully automated reconciliation system, helping practitioners escape manual bookkeeping and achieve highly automated finance work.

Suitable Learners

  1. E-commerce finance staff who handle massive order flows daily
  2. Workplace people who want to reduce repetitive work and raise office efficiency
  3. Practitioners with zero basics who want to implement Yingdao RPA automation
  4. People who only know basic Excel and want to advance advanced data skills
  5. Finance staff who want to lower manual error rate and build automated workflows

What You Will Gain

  1. Skillfully master Yingdao RPA and independently build finance data-cleaning robots
  2. Master advanced Excel features and make reusable data report models
  3. Build a fully automated reconciliation system for one-click checking of e-commerce accounts
  4. Master advanced ways of pairing Python with Yingdao to fit complex scenarios
  5. Build your own automated workflow and greatly raise finance work efficiency

Course Catalog

01_1.1 (Must Watch) Preface 1 — Course Core Content and Suitable Audience

02_1.2 Download and Install Yingdao

03_2.1 Intro to Yingdao Data-Cleaning Robot

04_2.2 Build Order Report Data-Cleaning Robot

05_2.3 Optimize Order Report Data-Cleaning Robot

06_3.1 Build Yingdao Robot to Auto-Clean Fund Report

07_4.1 Optimize Yingdao Robot Auto-Clean Fund Report (Extract Key Fund Fields)

08_5.1 Tools Needed to Build the Model and Process Analysis

09_5.2 Build Power Query Template (Part 1)

10_5.3 Build Power Query Template (Part 2)

11_5.4 Build Power Pivot Model (Part 1)

12_5.5 Build Power Pivot Model (Part 2)

13_5.6 Build Power Pivot Model (Part 3)

14_5.7 Configure Power Query Dynamic Path

15_6.1 Reconciliation System Introduction

16_6.2 Use Yingdao to Convert Data Format

17_6.3 Python Code and Yingdao Commands for Order Report Cleaning Robot (Part 1)

18_6.4 Python Code and Yingdao Commands for Order Report Cleaning Robot (Part 2)

19_6.5 Python Code and Yingdao Commands for Fund Report Cleaning Robot

20_6.6 Python Code and Yingdao Commands for One-Click Reconciliation Robot

Supporting Study Materials

This course comes with a materials pack. Members receive the access link by email after requesting the course.

Subscribe and unlock the course to view the supporting materials access links.

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