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Automation of Balance Sheet and P&L

  • 365 Days
  • 6 Steps
  • 15 Participants

About the Course

Course Description: This course is designed to help learners transform manual financial statement preparation into a fully automated process. Using Excel and simple automation techniques, you will learn how to design templates, link data, and build dynamic models that automatically generate Balance Sheets and Profit & Loss Accounts with minimal effort. Through practical demonstrations, real-world datasets, and hands-on assignments, you will gain the skills to save time, reduce errors, and bring efficiency to financial reporting. Who Should Enroll? Accountants & Finance Professionals Tax Practitioners Business Owners & Entrepreneurs Students aspiring to build careers in Accounting & Finance Key Highlights: Fundamentals of automation in financial reporting Designing dynamic Excel templates for Balance Sheet & P&L Linking Trial Balance to auto-generate statements Using formulas, lookups, and pivot tables for automation Error-proofing and accuracy checks Practical assignments and real-world case studies Outcome: By the end of this course, you will be able to automatically prepare Balance Sheet and Profit & Loss statements with just a few clicks—freeing up your time for analysis and decision-making instead of repetitive manual work.

You can also join this program via the mobile app. Go to the app

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