Excel and AI: Code Your Way to Hours Back Every Week
Earmark Podcast | Earn Free Accounting CPE
Intro
Blake introduces the episode, Kyle Ashcraft, and the topic of using AI with Excel for accountants.
You open Excel daily, but are you using AI to make it work for you? While 58% of professionals have tried AI, only 17% use it regularly—a missed opportunity. Join CPA Kyle Ashcraft in this hands-on webinar to learn vibe coding—a no-programming approach using Cursor AI to automate repetitive Excel tasks. Watch Kyle transform messy spreadsheets, organize GL data, and reconcile transactions with simple AI prompts while keeping data secure. You'll get three ready-to-use scripts plus a framework to automate countless tasks and reclaim hours weekly.
(Originally recorded on October 20, 2025, on Earmark Webinars+)
Chapters
- (02:18) - Meet Kyle Ashcraft and His AI Journey
- (02:31) - The Importance of AI in Accounting
- (03:30) - Kyle's Background and CPA Review
- (04:38) - Live Webinar and Audience Interaction
- (05:12) - Kyle's AI Projects and Cursor Introduction
- (07:39) - Data Privacy Concerns with AI
- (17:18) - Practical AI in Excel: Examples and Demonstration
- (20:03) - Getting Started with Cursor
- (23:55) - First Cursor Project: Cleaning Up Excel Data
- (31:38) - Jumping into Financial Document Verification
- (32:50) - Exploring Cursor's Privacy Settings
- (33:48) - Understanding Data Retention Policies
- (36:23) - Comparing Excel Files with Cursor
- (36:48) - Analyzing Complex GL Details
- (42:22) - Using Cursor for Recurring Accounting Tasks
- (49:20) - Leveraging AI for Audit and Analysis
- (50:53) - Practical Tips for Implementing Cursor
- (53:56) - Q&A: Advanced Cursor Features
- (59:04) - Conclusion and Next Steps
Earn CPE for this episode: https://www.earmark.app/c/2854
Sign up to get free CPE for listening to this podcast
https://earmarkcpe.com
https://earmark.app/
Download the Earmark CPE App
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
Resources
Intro to Cursor PDF Guide - https://mcusercontent.com/02dbcae4a3e3f15021db25a0c/files/deff5647-e0a3-51d7-4225-cf8b3a48532d/Cursor_AI_Quick_Guide.pdf
Webinar presentation - https://ai.maxwellstudy.com/
Connect with Our Guest, Kyle Ashcraft, CPA
LinkedIn: https://www.linkedin.com/in/kyle-ashcraft-cpa-7638a42a
Learn more about Maxwell CPA Review
Connect with Blake Oliver, CPA
LinkedIn: https://www.linkedin.com/in/blaketoliver
Twitter: https://twitter.com/blaketoliver/
The AI-powered Podcast Player
