AI at Work 1 · Excel and Finance Analytics 2 · Cloud Bookkeeping 3 · CRM and Sales Ops 4 · Office Skills and E-Sign Notify Me 🤖 AI at WorkUse AI tools at work the right way: write good prompts, check every draft and keep data safe.
AI AI in Finance, Tax and Accounting Simulator Use AI at work the right way: check its drafts, catch its errors and keep data safe. › AI Jr AI in Commerce Simulator (Junior) Use AI for commerce homework the right way: check its answers, catch its mistakes and stay honest. › What You Will Be Able to Do Write clear prompts for finance, tax and commerce tasks Check an AI draft against the source documents Spot made-up figures, wrong rules and missing steps Keep client and personal data out of AI tools Know when not to use AI 1 📊 Excel and Finance AnalyticsThe spreadsheet skills every finance and accounts job asks for, on real-looking business data.
Excel Excel and Finance Analytics Simulator Clean messy exports, use lookups and pivot tables, build charts and a monthly MIS report, step by step. Practise Related Skills Now Ratio Financial Analysis Simulator Read three years of statements: common-size, trends, ratios, DuPont, valuation and red flags. › FP&A FP&A Budgeting Simulator Build a driver-based budget, explain variances and roll the forecast forward. › What You Will Be Able to Do Clean and combine messy data exports Use lookups, SUMIFS and IF formulas with confidence Summarise data with pivot tables Build clear charts and a one-page dashboard Prepare a monthly MIS report and explain variances 2 🧾 Cloud BookkeepingDay-to-day bookkeeping the way it is done in online accounting software, from bank feed to month-end close.
Books Accounting Software Practice Simulator Company creation, ledgers, vouchers with GST, and reports, as kept in accounting software. › Books Bookkeeping Close the books for Canadian small businesses: from invoices to financial statements. › US Books US Cloud Bookkeeping Simulator Bank feeds and rules, invoices, bills, reconciliation and month-end close for a US small business. What You Will Be Able to Do Set up a chart of accounts and opening balances Record invoices, bills, receipts and payments Match bank feeds and write bank rules Reconcile the bank and fix differences Close the month and prepare simple reports 3 🤝 CRM and Sales OpsHow sales and customer teams track leads, follow up and report, the work behind every enquiry.
CRM CRM and Sales Ops Simulator Capture leads, move them through pipeline stages, plan follow-ups, send quotes and build a weekly sales report. What You Will Be Able to Do Capture and qualify leads Manage a sales pipeline stage by stage Plan and log follow-ups so no lead is missed Prepare quotes and track deals won or lost Build a weekly sales and conversion report 4 🗂️ Office Skills and E-SignThe everyday office work new joiners are expected to know from day one.
Office Office Skills Simulator Professional email, calendars, shared folders, documents and meeting notes, the way a real office runs. E-Sign E-Sign and Document Workflow Module Prepare a document, send it for signature, track who has signed and file the signed copy safely. What You Will Be Able to Do Write clear, professional emails Schedule meetings and manage a shared calendar Name, file and share documents in shared folders Take meeting notes and track action points Send documents for e-signature and file signed copies Our simulators teach the skills used in common business software. They are our own practice versions and use fictional data only.