Automated Financial Report refers to a set of recurring financial reports or financial statements that are prepared with embedded automation functionality. The financial reports include but not limited to Income Statement, Balance Sheets, Cash Flow Statement, and the Notes to the Accounts that are usually prepared on a monthly, quarterly and annual basis.

You can automate the financial reports with special or customized third-party software that are available in the market or simply create your own automation using Microsoft Excel.

The key benefits of developing your own automated financial reports are as follows:

1. Easy to create: Can be developed in a day once you understand the concept and the desired automation flow

2. Flexible: Changes can be tweaked easily

3. Easy to maintain: New items or reports can be incorporated easily

4. No additional investment: Leveraging on the existing Microsoft Excel means no additional investment in customized system

5. Fast turnaround time: Save many valuable hours in preparing financial reports. It is just a matter of uploading the new trial balance, refreshing the database to get the updated financial reports.

You can follow the step-by-step lesson to create an automated financial report in course, “Excel: Automating Financial Reports with Power Query”

• You attended numerous courses on Microsoft Excel but none of it will tell you exactly what and how to automate the financial reporting process. For this reason, we crafted our courses to address this issue

• We carefully develop each course based on practical problems faced in real world situation

• The courses are designed for you to learn in a step-by-step approach at your own pace

• There are bonus tips and tricks to help you speed up the reporting process

You can start your automation journey once you understand the concept of automation using Microsoft Excel and Power Query. In fact, we have provided all the working files for you to practice before hitting the grounds

No minimal requirement. We only ask that you come with an open mind and ready to learn

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