Scenario: Finance & Accounting

Reconciliations, variance analysis, budget consolidation, invoice processing, and the small daily wins that compound.

Scenarios 7 lessons ~80 min

This module follows a fictional accountant — call her Priya — through a real month. Each lesson is a story: a problem on Priya's desk, the Excel-only way, and the Python solution that saves an hour. Copy each script. Adapt to your numbers.

Lessons in this module

1. User story: bank reconciliation · 11 min
   Match GL transactions to a bank statement. Find the unmatched.
2. User story: budget vs actual variance · 10 min
   Compare actuals to budget by department, flag the worrying lines.
3. User story: consolidating subsidiary budgets · 11 min
   Six subsidiaries send six workbooks, slightly differently shaped. Combine them.
4. User story: invoice batch processing · 10 min
   Read a folder of supplier invoices (Excel), validate, post to the GL feed.
5. User story: accounts receivable aging · 9 min
   Bucket open invoices into 0-30, 31-60, 61-90, 90+.
6. User story: multi-currency consolidation · 9 min
   Convert a multi-currency P&L to USD using daily FX rates.
7. Project: the monthly close pack · 12 min
   Combine the previous lessons into one script that produces the entire close pack.