Accounting & Audit AI Bootcamp | AI Pair Programming + Python Audit Toolbox + Excel VBA Add-in Hands-On (Updated 0710)

Course Introduction

Most people in accounting, audit, internal-control and risk-control roles share the same anxiety: worried they can't keep up with the AI digital wave, yet unable to find methods that fit real finance-and-audit work; they try to use AI to build automation tools, but because they can't read code architecture or basic project logic, the resulting programs become black boxes they can't modify or maintain; or they only use AI chat in fragments and can't build standardized tools, so repetitive work stays heavy.

In the past, building office-automation tools required spending huge time systematically learning programming syntax and debugging logic, with a very high barrier. In the AI era, finance and audit practitioners need not become professional programmers; the core goal is, at very low learning cost, to turn their own business needs into stable, usable, continuously iterable automation tools. But AI programming is not simply typing a requirement and getting a finished product; reasonable human-AI collaboration and basic project-architecture literacy are the key to landing tools.

This finance-and-audit AI bootcamp is built by an instructor deep in finance-audit automation, with 200k+ course views and 160k+ plugin uses. Drawing on years of VBA, Python, RPA and AI-agent project experience, it distinguishes two AI paths: the flexible, divergent Agent mode and the efficient, stable custom-script mode, teaching through high-frequency finance-audit scenarios like Excel, PDF, Word, report parsing and web apps.

The course piles no meaningless prompts and copies no full programmer tutorial; it only teaches the minimal core programming literacy that finance-audit people need, walking students through project directories, file division, environment dependencies, config logs and modular architecture, building a product-manager mindset: controlling tool requirements, standardizing project architecture, and verifying AI output, so AI becomes a development assistant while you keep project control.

The whole course lands two core deliverables: an independently iterable Python audit toolbox and a full-featured Excel VBA add-in. It also teaches how to use mainstream AI dev terminals (Cursor, Codex, Claude Code, etc.) differently, covering document parsing, batch data processing, API data fetching, web visualization, website deployment and auto PPT generation, with complete VBA cases for high-frequency audit jobs: batch table processing, format unification, file split and merge.

Course Catalog

01. Preface

02. Installing the environment

03. Your first PDF script

04. Simulating AI - the command line

05. Dependencies and virtual environment

06. GUI interface

07. JSON persistent config

08. Understanding Git and README

09. PDF toolbox

10. Packaging to exe

11. Install Claude Code and connect DS

12. Two modes of Excel processing

13. Understanding how AI works on Excel

14. A support case for Excel processing - console app

15. Excel toolbox - 1

16. Excel toolbox - 2

17. First look at Skill; use Skill to optimize the UI

18. Install Codex app and connect DS

19. AGENTS.md and CLAUDE.md set work rules

20. Ways to process Word

21. Word toolbox integration

22. Meet the API; fetch exchange-rate data

23. Use AKS to fetch report data

24. Understand Markdown

25. Parse documents via the Mineru API

26. Beautify the interface as a web page

27. Publish the tool as a website

28. Review the full flow

29. Review - build a web app from scratch

30. Connect AI capability - AI contract-extraction tool

31. The boundary between Agent tools and fixed code

32. CPAH Agent tool design

33. VBA intro lesson - how to choose between VBA and Python

34. First look at VBA - how add-in buttons run

35. VBA basics - two ways to run AI-written code

36. Excel ribbon design overview

37. How ribbon buttons are implemented

38. Let AI finish the ribbon buttons

39. Collapse buttons into a menu

40. Use dropdown menus to save state

41. Add interaction logic to input boxes and checkboxes

42. Make the add-in apply to all workbooks

43. Move features into a VBA form

44. VBA encryption - protect your code

45. Add-in practice 1 - apply Round, extract chars, clear non-formulas

46. Add-in practice 2 - relative to absolute, batch replace links

47. Add-in practice 3 - generate a directory, save a sheet as

48. Add-in practice 4 - broken-link sheet deletion, show/hide sheets

49. Add-in practice 5 - rename, split workbooks

50. Add-in practice 6 - one-click formatting

51. Add-in practice 7 - merge buttons into a split button

52. Add-in practice 8 - batch rename, package and publish the add-in

53. Agent beginner overview

54. What is a Skill, how to use and write it

55. Using the Excel Agent assistant

56. How to make AI generate reporting slides (HTML version)

57. Why does even "hello" cost an Agent tens of thousands of tokens?

58. How to choose Agent software

59. An Agent takes over the browser to operate Xiaohongshu

60. An Agent organizes a knowledge base (part 1)

Suitable For

✅ Accounting-firm auditors, corporate finance, risk-control and internal-control staff who want to cut repetitive manual work

✅ Practitioners with basic Excel skills who want to learn automation-tool development without diving into a full programming system

✅ Finance staff who tried AI code generation but can't read project structure or modify/maintain tools

✅ Finance and audit practitioners wanting to build a dedicated audit toolbox and Excel plugin to boost career competitiveness

✅ Digital-transformation practitioners who want to distinguish Agent vs automation-script use cases and master AI co-development logic

What You'll Learn

Build the basic project-architecture literacy finance-audit people need; read, modify and iterate AI-generated code projects, avoiding uncontrolled black boxes

Independently build and package a Python audit toolbox for automated multi-scenario data processing of PDF, Word, reports and web

Master the full Excel VBA add-in development flow, landing dozens of audit-specific table-processing features and building your own office plugin

Skillfully use mainstream AI dev terminals, distinguishing Agent vs fixed-script modes and combining them on demand

Master standardized Skill and project-config rules, building a finance-audit automation tool system that keeps updating and is long-term maintainable

Gain the ability to break down business needs yourself and direct AI to build tools, becoming the team's digital-tech backbone

*Note: this article is only an introduction and makes no income promise. Results vary by person and depend on your own effort and hands-on practice. Use what you learn reasonably, and strictly follow platform rules and relevant laws.*