QuickBooks Online with AI Accounting Agent: How to Schedule Reports
Guide | 1 months ago
Learn how to schedule your QuickBooks Online (QBO) reports to run completely on autopilot using an advanced AI agent. This tutorial covers how to configure your financial AI assistant to fetch key statements like weekly profit and loss, month-end balance sh...
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How to Use ChatGPT as Specialized Finance Agents in Excel | AI for FP&A
Guide | 1 months ago
Learn how to use specialized finance agents in ChatGPT to build repeatable workflows that eliminate manual, repetitive data processing from your daily routine. This tutorial covers how to configure dedicated AI workspace agents with custom accounting skills...
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Microsoft Word 365 Essentials: Cut, Copy, and Paste
Guide | 1 months ago
Learn how to use Cut, Copy, and Paste in Microsoft Word 365 to move and duplicate content efficiently within your documents. This tutorial walks you through keyboard shortcuts, right-click options, the Clipboard pane, and Paste Special features to control f...
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How to Use Copilot in PowerPoint to Create Summaries and Executive Views | NEW Copilot Trick in 2026
Guide | 1 months ago
Learn how to use Copilot for PowerPoint to instantly extract high-level summaries and create executive views from large, complex slide decks. This tutorial covers how to prompt Copilot to synthesize dozens of slides into a single executive summary slide, au...
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Learn Microsoft Project: Create, Save, Open, and Close a Project
Guide | 2 months ago
Learn how to manage your workspace in Microsoft Project using built-in templates and foundational file management tools. This tutorial walks you through creating a new project plan, saving your progress securely, opening existing files, and closing projects...
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How to Build Financial Modeling Using ChatGPT 5
Guide | 2 months ago
This course shows you how to automate boring, repetitive tasks and ways you can gain efficiency by building custom ChatGPT AI assistants to handle things like sorting invoices or checking company rules. To leave you more time for the big-picture strategy. Y...
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How to Use ChatGPT and Copilot for Excel - Beginner Course
Guide | 2 months ago
✅Download the free course files and follow along here: ➡️ https://www.simonsezit.com/chatgpt-and-copilot-for-excel-demo-files Learn how to master ChatGPT and Microsoft Copilot for Excel in this comprehensive beginner's course designed to take you from spre...
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Microsoft Word Copilot Agent: Great Prompts for Repeatable Results
Guide | 2 months ago
Learn how to master prompt patterns in Copilot for Word to get consistent, high-quality, and repeatable results every time you generate a document. This tutorial covers how to structure your prompts using proven frameworks (like defining persona, context, c...
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How to Process Payroll in QuickBooks Online with AI Payroll Agent Update
Guide | 2 months ago
Learn how to process payroll in QuickBooks Online using the new AI Payroll Agent update to completely automate and streamline your entire payroll run. This tutorial covers how to safely authorize the AI agent to sync hours from employee timesheets, automati...
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How to Use ChatGPT for Scenario Planning and Sensitivity Analysis | Excel Financial Modeling
Guide | 2 months ago
Learn how to use ChatGPT for scenario planning and sensitivity analysis to model various business outcomes and assess the impact of key variables on your bottom line. This tutorial demonstrates how to leverage AI to simulate "What-If" scenarios, allowing yo...
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Excel Essential Tips: Inspect Workbook in Excel
Guide | 2 months ago
Learn how to inspect your workbook in Excel 365 to ensure your data is clean, accurate, and free of hidden information before sharing. This tutorial shows how to use the Workbook Inspection feature to check for hidden rows, columns, formulas, comments, and ...
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How to Use Copilot AI in PowerPoint to Create Presentations from Reports using Agent Mode
Guide | 2 months ago
Learn how to use Copilot for PowerPoint to instantly transform dense Word reports and text documents into polished, professional presentations. This tutorial covers how to pull content directly from existing source files, automatically generate visually str...
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