August 2026: AI in Excel

INSIDE SCOOP:

If you’re ready to learn how to use it it, AI can transform your approach to Excel for the better. But where does it earn its place in the workflow? Where do the spreadsheets still do the heavy lifting? And where do you start? Read on to find out! 

TOP NEWS:

	AI in Excel for Finance and Accounting Teams Watch now by clicking the image.
	AI in Information Reporting: Practical Strategies for Forms 1099 and 1042 Register now by clicking the image.
	The Future of Excel: Modern Tools and AI Integrations Watch now by clicking the image.

HEAR FROM THE EXPERTS:

QUESTION: What alternatives are other companies using to manage vendor special-handling data instead of a large, merged-cell Excel spreadsheet? 

ANSWER: From an Excel perspective, it is difficult to analyze and filter data when there are merged cells... 

Join our community to read the full answer and explore our diverse library of Ask the Expert Q&As!

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ADVANCED EXCEL FOR ACCOUNTING MASTER CLASS:

This Master Class focuses on PivotTables. We examine efficient ways to retrieve external data and various Excel features that enable us to communicate our message graphically. The features, functions, and techniques presented in this course are sure to shave valuable time off of your reporting tasks. Recommended prerequisites: Basic Excel for Accounting, Intermediate Excel for Accounting.  

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WHY EFFICIENCY GAINS ARE DRIVING AI ADOPTION

While most (87%) AP departments have adopted some form of automation beyond basic spreadsheets, stand-alone AI tools are only used by about 25% — but that is likely to change soon. 

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Speak Spreadsheets More Fluently: Excel Specialist in Accounting Certificate Program (CESA)

If you're not fluent in the language of Excel, you're likely only scratching the surface of what your spreadsheets can do. With consistent updates and platform changes, it's easy to feel like you're falling behind in a tool you use every single day. This course closes that gap for good, starting with the building blocks and moving into the sophisticated formulas that turn scattered spreadsheets into reporting you can actually be proud of. IOFM Certification gives you the fundamentals that automation can't replace.

SPEAK THE LANGUAGE, SEE THE RESULTS