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11 articles in AI & Finance

Spreadsheet and financial records illustrating a controlled debtor follow-up workflowAI & Finance

Tally Debtor Follow-Up Automation: Weekly Ledgers by Email and WhatsApp

Automate weekly Tally.ERP 9 debtor follow-ups with customer-wise PDF statements, Gmail, WhatsApp Business Platform, approval checks and delivery logs.

Audit documents and linked financial records illustrating transaction analysisAI & Finance

AI in Bank Audits: Analyse Finacle Transactions and Draft Evidence-Based LFAR Observations

A practical guide for bank auditors: Finacle report requests, transaction analytics, CC/OD conduct, overdue loans, suspense ageing, interest checks and evidence-based LFAR observations with reusable AI prompts.

Illustration of audit documents and connected financial recordsAI & Finance

AI Audit Software in India: Review of 7 Tools for CA Firms

Compare Caseware IDEA, MindBridge, DataSnipper, Diligent ACL, TeamMate, CORAA and Suvit by audit use case, limitations, India-specific checks and pilot criteria.

Illustration of spreadsheet data prepared for automation and financial analysisAI & Finance

Python for Chartered Accountants: Automation, Insights and Data Analysis

A practical Python guide for CAs: automate Excel work, reconcile records, review ledger exceptions and turn accounting data into insights—with setup steps, a worked script and review controls.

Illustration of audit documents linked to supporting financial recordsAI & Finance

How to Create a Companies Act Audit Programme from a Complete Trial Balance

Prepare a company statutory audit programme using opening balances, gross year transactions and closing balances, including nil accounts, with Companies Act, CARO, IFC and audit-trail planning.

Conceptual spreadsheet showing AI-assisted analysis and human reviewAI & Finance

Advantages of Using AI in Google Sheets: 10 Practical Benefits

Learn how AI can help with Google Sheets formulas, text classification, charts and reporting—with an invoice example, useful prompts, access requirements and review checks.

Conceptual Power BI and AI workflow: prepare data, apply AI and verify answers under controlled accessAI & Finance

How to Integrate Power BI with AI: Copilot, AI Visuals and Custom Models

Connect Power BI workflows with AI through Copilot, analytical visuals and reviewed external-model outputs, with setup steps, licensing checks, prompts and security guidance.

Conceptual CFO dashboard showing profitability, liquidity and working-capital views; no actual business dataAI & Finance

How to Create a CFO Dashboard Using AI: Excel and Power BI Guide

Build a CFO dashboard with AI using reconciled financial data, clear KPI formulas, Excel or Power BI, six reusable prompts and a practical validation checklist.

Purchase register and GSTR-2B/IMS evidence linked through AI-assisted matching and human exception reviewAI & Finance

GST Reconciliation Using AI: GSTR-2B, IMS and Practical ITC Checks

Build an AI-assisted GST reconciliation workflow for purchase registers, GSTR-2B, sales and GSTR-3B, with IMS review, a worked example and five reusable prompts.

An illustrative rising and falling market line highlighting the opportunities and risks of AI-based share tradingAI & Finance

AI-Based Share Trading: Advantages, Risks and Practical Safeguards

Understand AI stock research, trading signals and automated execution, with backtesting pitfalls, an Indian cost example, SEBI/NSE context and scam warning signs.

A three-stage accounting workflow connecting Excel and AI preparation, exception validation and reconciliation to Tally recordsAI & Finance

How to Increase Tally Productivity Using AI: Practical Workflows and Prompts

Improve TallyPrime productivity with AI-assisted Excel imports, ledger review, bank-reconciliation exceptions, receivables and MIS—with reusable prompts and control checks.