In this course you will learn how to avoid data entry and replace it with data feed from the systems.
The course is presented in three parts.
First, the course introduces the concept of automatically connecting to the external data sources with latest technologies, in order to saving time by avoiding manual data entry as much as possible.
Next, the course raises 4 areas where data entry can be automated. They are when: o Source is PDF files o Source is Online Tables o Source is Banking Statements o Source is Accounting Software
Last, we demonstrate how to connect to external data so as to obtain the real-time update of data – all without typing. They include: o Converting PDF files to Excel files o Connecting to online data o Converting data using Excel formulas o Integrating with accounting system data
Financial Reporting Expert
Lenny is Senior Financial Analyst at Ausenco. Lenny has over 15 years combined experience in financial planning and analysis (FP&A), financial reporting and modeling, and compliance auditing. Lenny supervises Adaptive Insights system budgeting, and is a CPA, CGA, and a Certified Adaptive Insights Professional and Certified Xero Partner. Lenny is a proponent for "One-click Reporting" for analysts and "Self-service Reporting" for executives. He has strong belief that reporting and closing should be hours rather than days or even weeks. Lenny also acted as local CPA chapter board officer and volunteered for Canada Revenue Agency as a Community Volunteer Income Tax Program consultant. Education MBA, Finance : George Washington University - SBPM (School of Business and Public Management) - [1998 to 2000]
