AI and Automation Training
Learn how to eliminate repetitive tasks and accelerate your work with modern tools
Hi, I’m Jeff — and welcome.
If you’re still doing everything by hand — rebuilding reports, sending emails manually, hunting down data, or spending hours copy/pasting — that can change.
Meet Your Digital Sidekicks
In this course, you’ll get hands-on with powerful tools like Copilot, ChatGPT, Airtable, Zapier, and others. These tools help us eliminate repetitive tasks and free up time for higher-value work.
What’s the Difference Between AI and Automation?
- Automation is a structured, rule-based workflow — it does the same thing every time, automatically.
- AI is more flexible — it helps us brainstorm, write, and create.
You don’t have to choose between them. In this program, we’ll explore both separately, then combine them for truly powerful results.
What You’ll Build
You’ll create real automations like:
- Getting your e-commerce sales into QuickBooks automatically (and in real time)
- Sending a personalized welcome email sequence to new clients
- Moving transaction data between systems
- Attracting and engaging new leads automatically
Who This Is For
This program is perfect for:
- Professionals curious about how AI might actually help
- Accountants and analysts drowning in repetitive data tasks
- Excel power users who’ve mastered the grid and want efficiency outside of it
- File jugglers tired of downloading and re-uploading
What You’ll Gain
This course gives you real-world skills — or as I like to call them, your superpowers:
- Modern, in-demand workplace skills
- Templates and examples so you’re not starting from scratch
- Short, practical lessons that teach you efficiently — and help you work efficiently
- Tons of hands-on practice
By the end, you’ll be:
- Automating routine tasks
- Reclaiming hours of your week
- Using AI as your assistant
- Feeling confident and prepared for the future of work
Why I Built This
I’ve been doing this for years. I’ve built about 1,000 automations and scaled my business to $6 million in revenue — all with a lean team of three.
These tools changed the way I work, and now I want to show you how to do the same — step by step.
The best part? Automations never sleep. They run 24/7, even when you’re resting.
Master AI & Automation Tools to Work Smarter, Not Harder
For 20 years, I’ve helped accounting and finance pros slash hours off their workweek using Excel. Now, it’s time to go beyond the grid and unlock new levels of efficiency with AI and automation tools.
These are the same tools I’ve used to drive over $6 million in sales at Excel University — all while running a lean team of just three. And now, I’m sharing them with you.
What You'll Get in the Lessons
Join today and get instant access to:
- Monthly AI & Automation Projects: Hands-on walkthroughs—think “Zapier 101” or “Automate Your CRM”—tailored to your requests.
- Vetted Tools: I’ve cut through the noise, teaching only the SaaS solutions I rely on (and that actually work).
- On-Demand Videos + Live Office Hours: Learn at your pace, then hop on Zoom to ask me anything.
- A Proven Playbook: The exact strategies that scaled my business, now yours to steal.
- Bonus Excel Lessons Included: The AI lessons aren’t sold alone—your pass also unlocks my full Excel training library at no extra cost. Watch them to level up, or skip them if you’re already a grid guru—it’s up to you!
These lessons are included free with the Campus Pass or CPE Pass (for CPAs needing credits). It’s the ultimate efficiency toolkit, all in one place.
Who’s This For?
- Accounting & Finance Pros: My 70,000+ community already trusts me to simplify tech—now I’m your guide beyond the grid.
- Busy Excel Users: If you’re ready to save even more time, this is your next step.
- Anyone Who Does Not Like Wasting Time: Automation isn’t just for techies—it’s for you.
No cutting-edge expertise needed. I’ll start with baby steps and show you what’s possible.
Your AI & Automation Training Roadmap
You’ll start with the basics and build real systems step by step. Some modules are ready now — others are rolling out over time. Each one includes hands-on projects you can apply right away.
Download Info PDF
We've prepared a PDF that provides more information about this training.
It includes a program overview as well as a few sample automation projects.
Feel free to keep for reference or pass it along to a decision maker for review.
Why Learn from Me?
For over 20 years, I’ve helped accounting and finance pros work faster and smarter with Excel. I’ve helped over 100,000 people, created thousands of automations in my own business, and built Excel University from the ground up — with just a team of three.
Now I’m teaching the exact AI and automation tools I use every day to run a lean, high-impact business. This isn’t theory — these are real systems that save me time, and I’m sharing them so they can save you time too.
If you’ve ever taken one of my Excel courses, you’ll feel right at home. And if you haven’t — you’re in for something practical, empowering, and just nerdy enough to be fun.
What My Students Say
These are honest wins from real Excel University students who’ve slashed hours off their workweek with my training. Now, imagine what’s possible with AI and automation added to the mix!
Anna's story
Steve's story
Penny's story
Christian's story
Margaret's story
Michael's story
Moss's story
Joe's story
Christine's story
MK's story
Rob's story
Leslie's story
Cori's story
Margaret's story
Rebecca's story
Sean's story
Debbie's story
Tom's story
Tianqi's story
Tracy's story
Anthony's story
Teresa's story
Bobby's story
Holly's story
Linda's story
John's story
Robin's story
Chifumi's story
Robert's story
Kyle's story
Sherry's story
Lori's Story
Ready to Automate Your Way to Freedom?
Choose the plan that fits your goals — and let’s start building.
The Campus Pass or CPE Pass is your all-access ticket to Excel mastery and the AI tools taking efficiency to the next level. Sign up today and start automating today with instant access.
Campus Pass
Best for: Excel users ready to add AI + automation
$40/month
Paid Yearly
Includes:
AI & Automation Training (Electives)
Full Excel training catalog
Office hours and community
CPE Pass
Best for: CPAs who want to earn CPE credit
$52/month
Paid Yearly
Plus:
Earn up to 124 CPE
CPE available in the Excel lessons
Note: CPE not offered for the AI lessons
Still have questions?
Here are answers to the most common questions, but if your specific question is not answered below, please contact us!
Frequently Asked Questions
- What exactly are the AI and automation lessons?
These are hands-on, step-by-step projects teaching you how to use tools like Zapier, ChatGPT, Grok, Airtable, and more to automate tasks outside Excel. Think syncing data, streamlining workflows, or cutting manual work—built for real-world accounting and finance needs. - Do I need to know Excel to benefit from the AI lessons?
Nope! The AI and automation lessons stand on their own. The Excel training is a bonus included with your Campus Pass or CPE Pass—use it if you want, skip it if you don’t. - How do these lessons fit with your Excel training?
For 20 years, I’ve taught efficiency through Excel. Now, we’re going beyond the grid with tools that pick up where spreadsheets leave off—same mission, bigger toolkit. - What if I only want the AI lessons, not Excel?
The AI lessons are included in our Campus Pass or CPE Pass, but here’s the perk: you get my full Excel library thrown in for free. Watch what you want, ignore the rest—it’s your call. - Are the AI tools hard to learn?
Not with me as your guide! I break it down into baby steps, starting with simple projects you can try at your desk. No tech wizardry required. - How much time do I need to commit?
Lessons are bite-sized—go at your own pace with on-demand videos, and join live office hours if you need extra help. - What’s an example of an automation project?
One month might be “Use Zapier to auto-import e-commerce sales into QuickBooks.” You’ll watch, practice, and apply it to your own work. - Can I suggest automation projects?
Absolutely! Pass holders can request topics—like “automate my CRM updates”—and I’ll build new lessons based on what you need. - Which Training Pass includes the AI lessons?
The Campus Pass (for non-CPAs) and CPE Pass (for CPAs needing CPE credit) both include them. The Study Pass is Excel-only and doesn’t cover AI. Note: there is no CPE offered for the AI Lessons (CPE is only offered for the Excel lessons). - How often do you add new AI lessons?
Every month! You’ll get a fresh automation project to keep your skills sharp and your workday shorter. - Do I need to buy these tools separately?
Some (like Zapier or Airtable) have free tiers we start with; others might need a paid plan for full power. I’ll show you what’s worth it and how to set them up. - What if I’m not tech-savvy?
No worries—I’ve vetted these tools for ease and impact. Follow my walkthroughs, and you’ll be automating like a pro in no time. - Will this work for my specific job?
If you’re in accounting or finance, yes! I’m a CPA who’s been in your shoes—I only teach what I know works for our field. - Can I cancel if it’s not for me?
Yep, anytime. The Campus Pass is month-to-month (or annual if you prefer), and the CPE Pass renews yearly. - Are the AI lessons live or pre-recorded?
Pre-recorded for flexibility—watch whenever you want. Plus, Campus and CPE Pass holders get live Zoom office hours for Q&A. - Do I get CPE credit for the AI lessons?
CPE is available only for the Excel lessons, and not for the AI lessons (called, Electives in our system). - How do I know these tools are worth it?
I’ve used them to scale my business to over $6M with a tiny team. They’re battle-tested, practical, and picked for results—not hype. - Can my team use this together?
Yes! We offer group discounts when registering 2 or more students — perfect for firms wanting to upskill everyone. Use this Camps Pass (Group) discount link or this CPE Pass (Group) discount link. - How do I get started?
Register for the Campus Pass or CPE Pass, and dive in immediately. You’ll get instant access to all lessons—Excel and AI—plus live support.