AUTOMATED ACCOUNTING REPORTS: EARLY ACCESS & DOWNLOADS [Silver Members] (Patreon)

Hello, my friends, great to have you here as a Silver Member. This week's training is on Automated Accounting Reports.

What if AI could generate your entire accounting reporting system in minutes instead of hours? In this training, you’ll learn how to build complete, professional financial reports in Excel using AI-powered prompts and reusable structures—no advanced skills required. We’ll walk through creating a full suite of reports including Profit & Loss, Balance Sheet, Cash Flow, AR and AP Aging, along with a clean navigation system, all automated to save time and reduce errors. By the end, you’ll be able to generate accurate, accountant-level reports quickly, reuse them across multiple clients or reporting cycles, and build polished dashboards that improve financial visibility and decision-making.

▶️⁠ Feel free to watch the full training video when it goes live on YouTube here.   

As a Silver Member, you can also participate in our Feature, Fix or Focus Program, in which each week I will add a feature, fix an issue, or focus on a specific part of the current week’s training. This Feature, Fix, or Focus will be entirely based on your requests and ideas in the comments below. Based on those suggestions, I will then create another short video, along with an updated workbook and make them available exclusively to you, right here on Patreon. I look forward to reading your comments below.

👉⁠ Make sure you download the workbook, PDF codebook, and the training resources in the files below.

I would love to hear your feedback, ideas, and suggestions on any upcoming videos as well, so make sure to comment below as I read every comment.

I look forward to hearing from you and I hope you enjoy the training. Thank you.