Tutorials

Learn HISAB by doing real finance work.

Short walkthroughs for AI chat, Python analysis, ERP reconciliation, macro generation, ribbon buttons, and audit-ready approvals.

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Guided lessons for every workflow.

5 min · Beginner

First AI answer inside Excel

Install HISAB, open the side panel, ask your first question, and write the answer back to a sheet safely.

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3 min · Close

Bank reconciliation from a prompt

Match a bank statement to the GL, flag exceptions, and prepare review notes for the controller.

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7 min · Python

Run sandboxed Python analysis

Use pandas to clean a messy ERP export, create a summary table, and send results back to Excel.

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9 min · ERP

Connect Zoho or QuickBooks

Set up OAuth/API credentials, pull a trial balance, and reconcile the import against an existing workbook.

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6 min · Controls

Use approvals and audit logs

Configure Ask-only, Plan, Action and Automate modes, review risky writes, and export an audit-ready activity trail.

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6 min · Reporting

Map a trial balance to financial statements

Group and map a raw trial balance into a P&L and balance sheet in Excel, tied out and review-ready with AI.

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7 min · Python

Run Python in Excel locally

Run pandas and NumPy in a local sandbox without Microsoft 365 — no cloud runtime, and no data leaving your machine.

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Tutorial tracks

Build capability one layer at a time.

Excel AI basicsPrompts, context, formulas, writebacks.
Macro studioVBA generation, review, ribbon binding.
ERP automationConnectors, imports, reconciliations.
Audit controlsApprovals, logs, exports, modes.

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