.jpg&w=1536&q=75)
Free Lesson
From Messy Trial Balance to Financial Statements in 15 mins
45 min
Jun 2, 2026 12:30 PM
What you'll learn
Clean a Messy Trial Balance in Minutes, Not Hours
Turn a raw ERP export with inconsistent account names, merged cells, stray subtotals, sign errors into a usable dataset.
Map Every Account to the Right Financial Statement Line
Use AI to classify each account into the P&L and Balance sheet correctly.
Build a P&L and Balance Sheet That Actually Ties Out.
Generate Full set of Financial statements from the TB. The Income Statement, Balance sheet and Cash Flow Statement.
Why this topic matters
Every finance team gets the same ugly export. A messy trial balance that eats hours to turn into clean statements every month. There's a much faster way to do it, but most finance pros still grind through it by hand. This lesson shows you how to hand it to AI and get accurate statements back in minutes. It's the first building block of an AI workflow every CFO now expects.
You'll learn from
.jpg&w=384&q=75)
Previously at
