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Excel for Accounting

Course Information

  • Sessions 2 days
  • Duration 15 hrs
  • Level Beginner
  • Assessment NA

Venue

12 Woodlands Square #07-85/86/87 Woods Square Tower 1, Singapore 737715. 5 mins walk from Woodlands (NS9) MRT station.

The venue is disabled-friendly.

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Certification

  • Certificate of Completion from Tertiary Courses - Upon meeting at least 75% attendance and passing the assessment(s), participants will receive a Certificate of Completion from Tertiary Courses.

Agentic AI for Accounting

Course Code: C104

7 Review(s) | Add Your Review

What's This Course About

Step into the next era of accounting with our hands-on Agentic AI for Accounting course. Unlike ordinary AI chatbots that only answer questions, AI agents can plan, reason and act—autonomously extracting data from invoices, reconciling bank statements, classifying expenses and drafting management reports. Over 2 days, you will learn how agentic AI works, where it fits in the accounting workflow, and how to build practical AI agents that take repetitive bookkeeping and reporting tasks off your plate—no programming background required.

Through guided exercises, participants will build AI agents for accounts payable and receivable processing, automate month-end close tasks, run financial statement and variance analysis with AI, and apply agents to tax compliance checks and audit support such as anomaly detection. You will also learn how to keep a human in the loop, validate agent outputs and govern AI use responsibly. By the end of the course, you will be able to design, deploy and supervise AI agents that streamline your accounting operations and free you to focus on higher-value advisory work.

Course Fee

$350.00 (GST-exclusive)
$381.50 (GST-inclusive)

Course Date

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Additional Note

Please bring your own laptop for hands-on training. If you don't have laptop, we can provide spare laptop for training use.

Post-Course Support

  • We provide free consultation related to the subject matter after the course.
  • Please email your queries to enquiry@tertiaryinfotech.com and we will forward your queries to the subject matter experts.

Cancellation & Reschedule Policy

  • You can register your interest without upfront payment. There is no penalty for withdrawal of the course before the class commences.
  • We reserve the right to cancel or re-schedule the course due to unforeseen circumstances. If the course is cancelled, we will refund 100% for any paid amount.
  • Note the venue of the training is subject to changes due to availability of the classroom.

Course Details

Course Details

What You'll Learn

Topic 1: Introduction to Agentic AI for Accounting

  • From AI Chatbots to Autonomous AI Agents
  • How AI Agents Work: LLMs, Tools, Memory and Reasoning
  • Agentic AI Use Cases Across the Accounting Workflow
  • Overview of Agent Platforms and No-Code Tools
  • Data Privacy, Governance and Responsible AI Use

Topic 2: AI Agents for Bookkeeping and Transactions

  • Automating Invoice Capture and Data Extraction
  • AI Agents for Accounts Payable and Receivable
  • Bank Reconciliation with AI Agents
  • Expense Classification and Journal Entry Automation
  • Human-in-the-Loop Review and Exception Handling

Topic 3: Agentic Workflows for Reporting and Analysis

  • Building Multi-Step Agentic Workflows
  • Automating Month-End Close Tasks
  • Financial Statement Analysis with AI Agents
  • Variance Analysis and Management Reporting
  • Cash Flow Forecasting with Agentic Pipelines

Topic 4: Compliance, Audit and Deploying Accounting Agents

  • AI Agents for Tax and GST Compliance Checks
  • Audit Support: Anomaly and Fraud Detection
  • Validating and Controlling Agent Outputs
  • Deploying and Monitoring Agents in Your Practice
  • Risks, Ethics and the Future of Agentic Accounting

Course Info

Promotion Code

Your will get 10% discount voucher for 2nd course onwards if you write us a Google review.

Minimum Entry Requirement

Knowledge and Skills

  • Able to operate using computer functions
  • Minimum 3 GCE ‘O’ Levels Passes including English or WPL Level 5 (Average of Reading, Listening, Speaking & Writing Scores)

Attitude

  • Positive Learning Attitude
  • Enthusiastic Learner

Experience

  • Minimum of 1 year of working experience.

Target Age Group: 18-65 years old

Minimum Software/Hardware Requirement

Software:

TBD

Hardware: Window or Mac Laptops

Job Roles

Job Roles

  • Financial Analyst
  • Accountant
  • Budget Analyst
  • Audit Specialist
  • Accounts Payable Specialist
  • Accounts Receivable Clerk
  • Financial Controller
  • Tax Specialist
  • Treasury Analyst
  • Cost Accountant
  • Payroll Administrator
  • Credit Analyst
  • Financial Planner
  • Risk Analyst
  • Compliance Officer
  • Management Accountant
  • Internal Auditor
  • Corporate Finance Analyst
  • Investment Analyst
  • Business Analyst

Trainers

Trainers

Bell Ang is a trainer and consultant with professional expertise in finance, auditing, and corporate governance. Having supported organizations in financial analysis, compliance, and reporting, she brings a practical and governance-focused perspective to financial training. For this program, Bell emphasizes interpreting financial statements through ratio analysis, guiding learners to uncover strengths, weaknesses, and risk factors in business performance. Her sessions highlight real-world applications, preparing participants to make informed financial decisions.

Gary Chan is a ACTA certified trainer. Gary Chan is a Chartered Accountant (ACCA, UK) and a member of the Institute of Singapore Chartered Accountants (ISCA). He has a MBA in International Business from Henley University (UK) and a Master degree in Strategic Marketing (Ireland). He is an ACTA certified trainer.
Gary has more than 20 years in business and financial management responsibilities in multinationals and local SMEs and more than 10 years’ experience of teaching/training/consulting in financial, business management & development, sales and marketing and leadership.

Malcolm Soo is a ACTA certified trainer. He is a chartered Accountant. Have more than 20 years Accounting/Tax Experience. Currently, a freelance accountant and trainer for the following: LCCI 1 & 2, Accounting for Non-Financial Professional and QuickBook.

Review

Customer Reviews (7)

will recommend Review by Course Participant/Trainee
1. Do you find the course meet your expectation?
2. Do you find the trainer knowledgeable in this subject?
3. How do you find the training environment
. (Posted on 7/7/2025)
will recomnend Review by Course Participant/Trainee
1. Do you find the course meet your expectation?
2. Do you find the trainer knowledgeable in this subject?
3. How do you find the training environment
. (Posted on 11/15/2024)
Steven is a very knowledgeable instructor. Review by Course Participant/Trainee
1. Do you find the course meet your expectation?
2. Do you find the trainer knowledgeable in this subject?
3. How do you find the training environment
Steven is a very knowledgeable instructor. He makes his lesson lively and he can explain complicated terms with simple layman terms so that it’s easier for me who is a complete beginner to grasp the concepts. He is quite experienced in REITs and he could quote many interesting examples to substantiate his teaching. Would definitely recommend others to attend his course and hope to attend any of his future courses. Thank you Steven! (Posted on 10/25/2022)
will recommend Review by Course Participant/Trainee
1. Do you find the course meet your expectation?
2. Do you find the trainer knowledgeable in this subject?
3. How do you find the training environment
. (Posted on 9/14/2020)
A great learning start for REIT investment Review by Course Participant/Trainee
1. Do you find the course meet your expectation?
2. Do you find the trainer knowledgeable in this subject?
3. How do you find the training environment
A course provides me with basic required knowledge to understand different sectors of REITs and methodologies to identify good ones to invest. (Posted on 10/10/2019)

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