This one-day, hands-on programme equips audit, accounting, tax and finance professionals with the practical AI skills they can apply immediately upon returning to the workplace. Participants will move beyond theory and work directly with Microsoft Copilot and other leading AI tools automating repetitive Excel tasks, extracting data from PDFs, cleaning messy datasets, building interactive dashboards, generating polished PowerPoint presentations, and constructing AI agents for work processes. The programme also explores the broader AI tool landscape, giving participants a working understanding of how tools such as ChatGPT, Claude, and Gemini compare, and where each delivers the greatest value. By the end of the day, participants will have completed real, practical outputs they can bring back and deploy in their own roles not just concepts, but actual working solutions.
Learning Outcomes
Participants will be able to:
- Use Microsoft Copilot purposefully across core work activities, moving beyond surface-level use to unlock its full productivity potential
- Automate repetitive Excel tasks and clean messy financial data using AI-assisted techniques
- Extract, validate, and structure data from PDFs and unstructured documents
- Build interactive dashboards and management-ready visualisations
- Generate professional PowerPoint presentations directly from data and written reports
- Design and deploy AI agents for work processes
- Build lightweight mini-applications to solve specific workplace problems
- Evaluate and select the right AI tool Copilot, ChatGPT, Claude, or Gemini for each use case
- Integrate AI responsibly into professional workflows with appropriate ethical and confidentiality guardrails
Programme Outline
Module 1: AI Foundations & Responsible Use in Professional Services
- How Copilot and AI tools work across Word, Excel, PowerPoint, Outlook, and OneDrive
- Copilot versions and core capabilities
- AI limitations: hallucinations, bias, and accuracy validation
- Data confidentiality, ethics, and compliance in professional environments
Module 2: Copilot for Daily Work & Professional Communication
- Prompting clearly with context, output format, and professional tone
- Drafting client emails, engagement letters, management letters, SOPs, firm policies and professional correspondence
- Meeting summaries, action tracking, and board/AGM minutes drafting
- Drafting audit reports, tax opinions, financial reviews, and management letters
- Converting financial data and findings into leadership-ready PowerPoint presentations
Module 3: Copilot for Excel Financial Data & Analysis
- Prompt Engineering for Excel
- Cleaning and structuring Excel data
- Consolidating data across entities, cost centres, and reporting periods
- Approval matrix checks and transaction validation
- Formula generation, explanations, and VBA-assisted automation for workpapers
- Casting and cross-referencing financial statements with AI assistance
- Internal control weakness identification and recommendations
- Fraud indicator and unusual transaction analysis
Module 4: PDF Extraction & Unstructured Document Automation
- Techniques for extracting data from PDF structured vs unstructured financial documents
- Using Copilot, ChatGPT, and Gemini for invoice, contract, and report extraction
- Exporting to structured Excel and audit/reporting-ready formats
Module 5: Copilot for Interactive Dashboards and Mini Apps
- Trend, variance, and anomaly analysis on financial statements
- Building simple dashboards, visual summaries and mini apps
- KPI summaries, management dashboards, and executive narratives
Module 6: AI Agents with Copilot & Enterprise AI
- Designing and building AI agents in Copilot and ChatGPT
- Defining agent roles, tasks, knowledge, and guardrails
- Zero-shot, few-shot, and chain-of-thought prompting
- Governance, risk, and deployment in organisations
Module 7: AI Governance & Adoption Strategy
- AI security, client data confidentiality, and professional responsibility obligations
- Identifying high-impact, low-risk AI use cases within audit, tax, and advisory practices
- Phased AI implementation roadmap
- Change management, staff upskilling, and building an AI-ready practice culture
Module 8: AI Tool Landscape
- ChatGPT, Claude, Gemini, and Ollama: tools, costs, and suitability
- Free vs paid tools: getting maximum value with minimum spend
- Choosing the right AI tool for your team, budget, and use case
Training Methodology*
Workshop style with hand-on exercises
Closing Date for Registration*
1 Week before start of session
Intended For
• External & internal auditors • Accountants and finance teams • Tax professionals • Corporate secretarial staff • Advisory & consulting practitioners
Competency Mapping
Category 5 = 7.00 Hours
Schedule & Fees
Date & Time
25 May 2026 (9:00 AM - 5:00 PM)
Fee (inclusive of GST)
SGD pricing -
For Members:
$ 490.50
For Non-Members:
$ 588.60
Programme Facilitator(s)
Mr Daryl Aw
Venue
60 Cecil Street
ISCA House
Singapore 049709
Testimonial
Funding
No funding Available!
Programme Facilitator(s)
Daryl Aw
CA Singapore
3 Time UiPath Most Value Profesional (MVP)
Daryl Aw is the founder and Managing Director of Skybots Pte Ltd in Singapore. Skybots provides automation solutions for accounting, tax, audit, corporate secretarial, finance and sustainability processes, helping companies in their digital transformation journey. These solutions involve using Robotics Procession Automation (RPA), data analytics and Artificial Intelligence tools such as ChatGPT to automate tedious and repetitive processes for companies to successfully achieve significant productivity gains. These robots can be seen here: https://www.skybotssg.com/
He was previously a lecturer in Singapore Polytechnic leading the accounting faculty in RPA and Sustainability projects. He was the lead in Strategic Partnerships leading collaborations with the Singapore Accountancy Commission (SAC), the Institute of Singapore Chartered Accountants
(ISCA) and the National Council of Social Services (NCSS).
He has overseen the implementation of more than 100 robots for more than 300 organisations. In 2021, he emerged as the champion at the ISCA RPA Hackathon. In 2022, he was nominated for The President’s Awards for Teachers.
Before joining Singapore Polytechnic, he was an auditor with EY Singapore providing auditing services to public listed and private companies in various industries. He is a Chartered Accountant with ISCA.
This one-day, hands-on programme equips audit, accounting, tax and finance professionals with the practical AI skills they can apply immediately upon returning to the workplace. Participants will move beyond theory and work directly with Microsoft Copilot and other leading AI tools automating repetitive Excel tasks, extracting data from PDFs, cleaning messy datasets, building interactive dashboards, generating polished PowerPoint presentations, and constructing AI agents for work processes. The programme also explores the broader AI tool landscape, giving participants a working understanding of how tools such as ChatGPT, Claude, and Gemini compare, and where each delivers the greatest value. By the end of the day, participants will have completed real, practical outputs they can bring back and deploy in their own roles not just concepts, but actual working solutions.
Learning Outcomes
Participants will be able to:
- Use Microsoft Copilot purposefully across core work activities, moving beyond surface-level use to unlock its full productivity potential
- Automate repetitive Excel tasks and clean messy financial data using AI-assisted techniques
- Extract, validate, and structure data from PDFs and unstructured documents
- Build interactive dashboards and management-ready visualisations
- Generate professional PowerPoint presentations directly from data and written reports
- Design and deploy AI agents for work processes
- Build lightweight mini-applications to solve specific workplace problems
- Evaluate and select the right AI tool Copilot, ChatGPT, Claude, or Gemini for each use case
- Integrate AI responsibly into professional workflows with appropriate ethical and confidentiality guardrails
Programme Outline
Module 1: AI Foundations & Responsible Use in Professional Services
- How Copilot and AI tools work across Word, Excel, PowerPoint, Outlook, and OneDrive
- Copilot versions and core capabilities
- AI limitations: hallucinations, bias, and accuracy validation
- Data confidentiality, ethics, and compliance in professional environments
Module 2: Copilot for Daily Work & Professional Communication
- Prompting clearly with context, output format, and professional tone
- Drafting client emails, engagement letters, management letters, SOPs, firm policies and professional correspondence
- Meeting summaries, action tracking, and board/AGM minutes drafting
- Drafting audit reports, tax opinions, financial reviews, and management letters
- Converting financial data and findings into leadership-ready PowerPoint presentations
Module 3: Copilot for Excel Financial Data & Analysis
- Prompt Engineering for Excel
- Cleaning and structuring Excel data
- Consolidating data across entities, cost centres, and reporting periods
- Approval matrix checks and transaction validation
- Formula generation, explanations, and VBA-assisted automation for workpapers
- Casting and cross-referencing financial statements with AI assistance
- Internal control weakness identification and recommendations
- Fraud indicator and unusual transaction analysis
Module 4: PDF Extraction & Unstructured Document Automation
- Techniques for extracting data from PDF structured vs unstructured financial documents
- Using Copilot, ChatGPT, and Gemini for invoice, contract, and report extraction
- Exporting to structured Excel and audit/reporting-ready formats
Module 5: Copilot for Interactive Dashboards and Mini Apps
- Trend, variance, and anomaly analysis on financial statements
- Building simple dashboards, visual summaries and mini apps
- KPI summaries, management dashboards, and executive narratives
Module 6: AI Agents with Copilot & Enterprise AI
- Designing and building AI agents in Copilot and ChatGPT
- Defining agent roles, tasks, knowledge, and guardrails
- Zero-shot, few-shot, and chain-of-thought prompting
- Governance, risk, and deployment in organisations
Module 7: AI Governance & Adoption Strategy
- AI security, client data confidentiality, and professional responsibility obligations
- Identifying high-impact, low-risk AI use cases within audit, tax, and advisory practices
- Phased AI implementation roadmap
- Change management, staff upskilling, and building an AI-ready practice culture
Module 8: AI Tool Landscape
- ChatGPT, Claude, Gemini, and Ollama: tools, costs, and suitability
- Free vs paid tools: getting maximum value with minimum spend
- Choosing the right AI tool for your team, budget, and use case
Training Methodology*
Workshop style with hand-on exercises
Closing Date for Registration*
1 Week before start of session
Intended For
• External & internal auditors • Accountants and finance teams • Tax professionals • Corporate secretarial staff • Advisory & consulting practitioners
Competency Mapping
Category 5 = 7.00 Hours
Programme Facilitator(s)
Daryl Aw
CA Singapore
3 Time UiPath Most Value Profesional (MVP)
Daryl Aw is the founder and Managing Director of Skybots Pte Ltd in Singapore. Skybots provides automation solutions for accounting, tax, audit, corporate secretarial, finance and sustainability processes, helping companies in their digital transformation journey. These solutions involve using Robotics Procession Automation (RPA), data analytics and Artificial Intelligence tools such as ChatGPT to automate tedious and repetitive processes for companies to successfully achieve significant productivity gains. These robots can be seen here: https://www.skybotssg.com/
He was previously a lecturer in Singapore Polytechnic leading the accounting faculty in RPA and Sustainability projects. He was the lead in Strategic Partnerships leading collaborations with the Singapore Accountancy Commission (SAC), the Institute of Singapore Chartered Accountants
(ISCA) and the National Council of Social Services (NCSS).
He has overseen the implementation of more than 100 robots for more than 300 organisations. In 2021, he emerged as the champion at the ISCA RPA Hackathon. In 2022, he was nominated for The President’s Awards for Teachers.
Before joining Singapore Polytechnic, he was an auditor with EY Singapore providing auditing services to public listed and private companies in various industries. He is a Chartered Accountant with ISCA.