WorkBuddy Financial Automation Practical Course: Full-process teaching from software installation and agent configuration to Excel report processing, tax and financial analysis, and group batch office

I. Course content overview

"WorkBuddy Financial Automation Practical Course" is an AI finance practical course designed specifically for accountants, finance supervisors, tax and finance specialists, and bookkeeping practitioners. It systematically explains WorkBuddy installation and configuration, AI agent (Agent) application logic, and the OpenClaw ecosystem, guiding you to truly integrate AI into daily financial work.

The course is built around real financial scenarios, covering Excel income statement formatting, multi-sheet consolidation, pivot tables, financial data cleaning, complex formula generation, anomaly data screening, as well as intelligent processing of Word financial reports, presentation PPTs, and PDF tax and finance documents. It also provides in-depth instruction on automatic verification of the articulation relationships among the three major financial statements, intelligent report interpretation and business diagnosis, research on new tax and finance policies, tax burden calculation, invoice compliance self-inspection, and tax-related document generation, and extends to financial policy writing, data visualization, group multi-entity data batch processing, and report analysis.

Through full-process hands-on practice, it helps finance personnel build their own AI automation workflows, reduce time spent on repetitive spreadsheet creation, reconciliation, data organization, and report writing, and improve financial processing efficiency, data analysis capabilities, and risk identification levels, making AI an efficient assistant for financial work.

II. Suitable audience

1. Corporate accountants, cashiers, and financial accounting personnel

2. Finance supervisors, finance managers, and management personnel

3. Bookkeeping agency, tax, and tax and finance service practitioners

4. Workplace professionals who frequently handle Excel, reports, and financial data

5. Finance personnel who want to use AI to achieve office automation and improve work efficiency

III. What you gain after learning

1. Master WorkBuddy installation and configuration and practical AI agent application

2. Learn financial data cleaning, Excel formula generation, and anomaly screening

3. Achieve automatic verification, intelligent analysis, and business diagnosis of financial statements

4. Master interpretation of new tax and finance policies, tax burden calculation, and invoice compliance self-inspection

5. Learn to batch process group financial data and automatically generate reports and presentation PPTs

IV. Course Catalog

1.1 Introduction and Installation of workbuddy

1.2.1 Channel Configuration and Main Interface Introduction of workbuddy (Part 1)

1.2.2 Channel Configuration and Main Interface Introduction of workbuddy (Part 2)

1.3 Practical Scenarios for Finance Professionals

1.4 The OpenClaw Ecosystem and the Future

2.1 Cognitive Upgrade on Agents or Experts

2.2 Excel Processing: Income Statement Formatting + Data Pivoting + Multi-Sheet Merging

2.3-2.4 PPT Generation and Word Reports

2.5-2.6 PDF Processing and the Full Compliance Chain

3.1 Rapid AI Cleaning and Standardization of Messy Financial Data

3.2 Natural Language Generation of Complex Excel Formulas and Analysis

3.3 AI Intelligent Screening of Abnormal Financial Data

4.1 AI Automatic Verification of Articulation Relationships Among the Three Major Financial Statements

4.2 Intelligent Interpretation of Individual Statements and Business Diagnosis

4.3 AI Intelligent Screening of Abnormal Financial Data

5.1 AI close reading of new fiscal and tax policies and extraction of clauses applicable to the group

5.2 Tax burden rate calculation and invoice compliance self-check

5.3 Rapid generation of tax-related documents and self-check reports

6.1 Rapid drafting of financial systems and management documents

6.2 Logic and data visualization for financial reporting PPTs

7.1 Batch cleaning and standardization of multi-entity data

7.2 Batch cross-checking, validation and analysis of group reports

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