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Using AI + Google Sheets for Accounting and Financial Reporting – Webinar VI

Duration: 3 Hours
Level: Beginner → Intermediate
Format: Live Human Online Webinar with Guided Labs
Tools Used: Google Gemini + Google Sheets

Webinar Schedule (3 Hours)

Session 1: Accounting Data in Google Sheets

  • Common accounting datasets (GL exports, P&L, Balance Sheet data)

  • Importing data from accounting systems into Sheets

  • Structuring data for reporting accuracy

  • Using AI to understand unfamiliar financial data

Lab 1:

  • Import a sample accounting dataset into Google Sheets

  • Use Gemini to identify key fields and relationships

  • Validate totals and structure before analysis

  • Prepare data for reporting

Session 2: Building Financial Reports with AI Assistance

  • Using Gemini to generate reporting formulas

  • Creating Profit & Loss–style summaries

  • Building Balance Sheet-style views

  • Period comparisons and variance analysis

Lab 2:

  • Use Gemini to generate financial summary formulas

  • Create month-over-month and year-over-year comparisons

  • Validate AI-generated calculations

  • Build a clean financial reporting worksheet

Session 3: Reviewing, Validating, and Presenting Financial Results

  • Spotting red flags and inconsistencies with AI help

  • Using AI to explain financial trends in plain language

  • Preparing reports for management or clients

  • Knowing where AI stops and accounting judgment begins

Lab 3:

  • Use Gemini to summarize financial results

  • Cross-check AI insights with spreadsheet logic

  • Create a presentation-ready reporting layout

  • Build a reusable reporting template

Webinar Description

Using AI + Google Sheets for Accounting and Financial Reporting – Webinar VI shows how AI can support—but not replace—sound accounting judgment when working with financial data.

In this hands-on webinar, participants learn how to use Gemini AI as an assistant to help organize accounting data, generate reporting formulas, analyze trends, and present financial results clearly. Rather than memorizing formulas or building reports from scratch, attendees learn how to describe reporting goals, guide AI output, and validate results for accuracy.

The session emphasizes control, verification, and professional responsibility, ensuring AI-generated outputs support reliable financial reporting rather than introduce risk.

By the end of the webinar, participants will confidently use AI and Google Sheets together to produce clean, understandable financial reports suitable for internal review or external presentation.

Lab & Exercise Structure

Each lab is:

  • Instructor-guided with live explanation

  • Based on realistic accounting datasets

  • Focused on validation and accuracy

  • Performed directly in Google Sheets with Gemini AI

Labs mirror real-world bookkeeping, accounting, and reporting scenarios.

Who This Webinar Is For

  • Accountants and bookkeepers using spreadsheets

  • Business owners reviewing financial results

  • Analysts preparing financial reports

  • Anyone bridging accounting systems and spreadsheets

What You’ll Gain

  • Confidence using AI for financial reporting support

  • Ability to generate and validate accounting formulas

  • Skills to analyze and explain financial results

  • Faster, cleaner reporting workflows

Other AI & Accounting Webinars

This webinar expands your AI-assisted accounting track.
Additional AI-focused webinars build on this foundation by covering:

  • AI-assisted month-end close workflows

  • Using AI to audit and validate spreadsheet data

  • Automating financial reports with AI and formulas

  • When to move from Sheets to Python or BI tools

Using AI + Google Sheets for Accounting and Financial Reporting – Webinar VI helps you combine AI speed with accounting discipline—so reports are both fast and trustworthy.