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AI Finance: Build a Journal Explorer - No Coding (Video) (Course Id 2969)

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Author:

 Peter Ilas, FCCA, Finance Transformation Expert, Author, and Strategic Advisor

Course Length:

 Pages: 27 ||| Review Questions: 12 ||| Final Exam Questions: 20

CPE Credits:

 4.0

IRS Credits:

 0

Price:

 $59.95

Passing Score:

 70%

Course Type:

 Video - Text

Technical Designation:

 Technical

Field Of Study:

 Accounting

Approved Audience:

 NASBA QAS - NASBA Registry

Key Takeaways:

This course teaches CPAs to build an AI powered Journal Explorer tool, without writing code, then use it to review a realistic general ledger and find accounting issues.

  • Builds a working Journal Explorer tool using an AI assistant, a ready made prompt, and supplied workbooks, with no coding required.
  • Reviews journal entries using context sensitive filters, a matching lines or complete journal view, and journal level notes.
  • Validates and improves the tool through hands on tests and a focused corrective prompt that preserves working functions.
  • Guides learners to find eleven accounting issues in the course journals, then adapt the tool for their own company journal exports.
  • Worth 4.0 CPE credits in Accounting as a self study video course, requiring a 70% score on a 20 question final exam after 12 review questions (optional).

Frequently Asked Questions:

AI Finance Build a Journal Explorer No Coding teaches CPAs to build a Journal Explorer tool using an AI assistant, a ready made prompt, and supplied workbooks, without writing any code.

The tool lets users filter journal entries by period, account, document type, partner, journal ID, business unit, cost centre, or note, and combine filters without writing a single formula.

This course guides CPAs to find eleven accounting issues in a realistic set of course journals using the tool they build, after validating and improving it through hands on tests.

After completing the course, learners can adapt the Journal Explorer tool for their own company journal exports, using a safe customization process that confirms proposed mappings before development.

AI Finance Build a Journal Explorer No Coding is a Technical self study video course worth 4.0 CPE credits in Accounting, requiring a 70% score on a 20 question final exam after 12 review questions (optional). CPEthink is approved by NASBA as a CPE sponsor and lists this course on the NASBA site as a courtesy for CPAs to search https://nasba.org.

Description:

Build your own finance tool with AI without coding; then use it to find different accounting issues in a realistic general ledger.

In this hands-on AI Finance course, you build a Journal Explorer: a simple tool that runs in your web browser and helps you review general-ledger journal entries. You do not write any code—the AI builds the tool from a ready-made prompt, and you are guided at every step.

Usage Rank:

 0

Release:

 2026

Version:

 1.0

Prerequisites:

 None.

Experience Level:

 Overview

Additional Contents:

 Complete, no additional material needed.

Additional Links:
Internal: Leveraging AI in Accounting Practice (Video) (Course Id 2655)
Internal: AI and Accounting - What You Need to Know (Course Id 2267)
External: Artificial intelligence
External: Artificial Intelligence (AI): What It Is, How It Works, Types, and Uses

Advance Preparation:

 None.

Delivery Method:

 QAS Self Study

Intended Participants:

 Anyone needing Continuing Professional Education (CPE).

Revision Date:

 14-Oct-2026

NASBA Course Declaration:

 Participants must complete the final examination within one year of purchase and with a minimum passing grade of 70% or better to receive CPE credit unless otherwise noted on the Course History page (i.e. California Ethics must score 90% or better). After logging in click on the Course History links on your My Courses page for the Begin date and Expire date for the Final Exam.

Keywords:

 AI Finance: Build a Journal Explorer - No Coding (Video) - CPE course for CPAs

Learning Objectives:

Course Learning Objectives

After completing this course, participants will be able to: 

  1. Build a local Journal Explorer with an AI assistant, the supplied workbooks, and a structured prompt.
  2. Review postings using context-sensitive filters, Matching lines and Complete journals modes, and journal-level notes.
  3. Validate and improve the tool through hands-on tests and a focused corrective prompt that preserves working functions.
  4. Continue a recurring review through complete export, reimport, overlapping-month replacement, and new-month addition.
  5. Interpret unusual posting patterns as review leads requiring accounting context and supporting evidence.
  6. Prepare a safe company customization request, edit the relevant sections, and confirm proposed mappings before development.

What you will do

  1. Build the Journal Explorer with one ready-made prompt and the course data.
  2. Check it: the AI tests all functions and writes a test log, and you run the few checks only you can do.
  3. Improve it with a second prompt that adds new functions.
  4. Find eleven accounting issues in the course journals with your new tool.
  5. Adapt it safely to your own company’s journal exports.

What your tool will do

  • Import a journal export from Excel and start reviewing immediately.
  • Filter by period, account, document type, partner, journal ID, business unit, cost centre or note—and combine filters without writing a single formula.
  • Switch from the matching lines to the complete journal, with every counter-entry in place.
  • Keep one review note per journal, visible wherever that journal line appears.
  • Chart one account’s monthly Debit, Credit and Net movement combined with active filters.
  • Export all data to Excel and reimport it later to continue your work.
  • Upload revised journals to replace an existing month, or add journals for a new month.

Course Contents:

Section 1: How to Build the Journal Explorer

Section 1 Review Questions

Section 2: Developing the Journal Explorer

Section 2 Review Questions

Section 3: Customizing and Improving the Tool

Section 3 Review Questions

Glossary
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