AI Learning Journey — Accounting & Finance Master Tracks

Designed for students and early-career professionals. Start with fundamentals, build real projects, automate end-to-end flows, and launch a portfolio that proves it.

Stages in the journey.
1 — Foundation.
2 — Applied Projects.
3 — Automation Studio.
4 — Career Launchpad.

Track 1 — Accounting & Bookkeeping

Stage 1: Foundation. You begin with Accounting 101, a Tally starter, AI fundamentals, and basic JavaScript logic to build automation thinking. (Chips: Beginner; Excel & Tally; Readiness.)

Stage 2: Applied AI (Tally + Intelligence). You implement a ledger clean-up bot, voucher validation, and a reconciliation assistant. (Chips: Projects 1–2; Data cleaning; Error flags.)

Stage 3: Automation Studio (Accounting). You build auto-JEs, checklist automations, and auditable run logs. (Chips: n8n + ChatGPT; Audit trail; GitHub repo.)

Stage 4: Career Launchpad (Accounting). You assemble a portfolio site, refresh LinkedIn, prepare a pitch kit, and practice mock interviews. (Chips: Portfolio; Case study; Interview kit.)

Coming Soon. AI in Accounting (QuickBooks) — QuickBooks automations for intelligent bookkeeping and forecasting.

Track 2 — Finance & FP&A

Stage 1: Foundation. You cover Finance 101, ratios, Tally data structure, AI basics, and a modeling refresh. (Chips: Beginner; Modeling; Readiness.)

Stage 2: Applied AI (Finance + Tally). You automate forecasting, KPI dashboards, and variance commentary. (Chips: Projects 1–2; KPI & ratios; Commentary bot.)

Stage 3: Automation Studio (Finance). You implement auto board packs, budget bots, and compliance checks. (Chips: n8n + ChatGPT; Board pack; Compliance.)

Stage 4: Career Launchpad (Finance). You build portfolio dashboards, craft resume bullets, practice case interviews, and add LinkedIn proof. (Chips: Portfolio; Case study; Interview kit.)

Coming Soon. AI in Finance (QuickBooks) — QuickBooks-driven forecasting and automation for finance teams.

AI Learning Path — Track 1 & Track 2

Move seamlessly from core foundations to applied AI and autonomous workflows. Choose your track and follow the staged curriculum.

Track 1 — Bookkeeping & Accounting

Stage: Foundation (Prerequisites)

Basics of Accounting & Bookkeeping. Understand accounting principles, ledgers, and the bookkeeping process with clarity and confidence.
View Curriculum (https://rookiguru.com/accounting-foundation)

Basics of Tally. Learn Tally exports, reports, and data structures to prepare for AI-based Tally automation.
View Curriculum (https://rookiguru.com/tally-basics)

Basics of AI. Discover AI fundamentals, reasoning, and safe application in accounting and finance workflows.
View Curriculum (https://rookiguru.com/ai-foundation)

Basics of Tech (JS Logic). Build logical thinking for automation—if/else logic, functions, and agent workflow concepts.
View Curriculum (https://rookiguru.com/agentic-ai-foundation)

Goal. Build a strong foundation in accounting, Tally usage, and AI readiness for applied automation.

Stage: Applied AI (Accounting & Bookkeeping + Tally Integration)

What you build. AI in Accounting with Tally integration; automated ledger management and data cleaning; AI-based voucher validation and reconciliation; AI-generated error detection and summaries.
Goal. Learn to apply AI to automate accounting tasks and optimize Tally workflows.
View Curriculum (https://rookiguru.com/ai-in-accounting-and-bookkeeping-with-tally)

Stage: Agentic Automation

What you build. Agentic AI for Accounting; autonomous systems for reconciliations; automated journal entries, audits, and reporting; n8n + OpenAI integrations for accounting agents.
Goal. Design self-operating accounting automations and multi-agent workflows.
View Curriculum (https://rookiguru.com/agentic-ai-for-accounting-and-bookkeeping)

Coming Soon — Launching in 6 Months

AI in Accounting (with QuickBooks). QuickBooks AI integration for intelligent bookkeeping; AI-assisted reconciliation and error detection; forecasting and performance dashboards; automation workflows connecting QuickBooks and AI agents.
Goal. Bring AI automation to QuickBooks-based accounting systems for maximum efficiency and insight.

Track 2 — Finance & FP&A

Stage: Foundation (Prerequisites)

Basics of Finance. Understand key financial principles, statements, and ratios that drive business decisions and analysis.
View Curriculum (https://rookiguru.com/finance-basics)

Basics of Tally. Learn Tally reports and financial data exports to prepare for AI-powered financial automation.
View Curriculum (https://rookiguru.com/tally-basics)

Basics of AI. Learn AI fundamentals, reasoning, and how it supports analytics and forecasting in finance.
View Curriculum (https://rookiguru.com/ai-foundation)

Basics of Tech (JS Logic). Develop logical and technical thinking—if/else logic, functions, and workflow automation for finance processes.
View Curriculum (https://rookiguru.com/agentic-ai-foundation)

Goal. Build a solid foundation in finance, Tally usage, and AI readiness to move toward applied AI.

Stage: Applied AI (Finance + Tally Integration)

What you build. AI in Finance with Tally integration; automated financial data entry, analysis, and reconciliation; AI-powered variance detection and reporting; forecasting and finance dashboards driven by AI.
Goal. Leverage AI to automate operations, analytics, and data management across Tally systems.
View Curriculum (https://rookiguru.com/ai-in-finance-with-tally)

Stage: Agentic Automation (Finance)

What you build. Agentic AI for Finance; autonomous agents for budgeting and forecasting; AI workflows for reconciliations and compliance checks; integrations with n8n, Excel, and OpenAI for finance automation.
Goal. Create agent-based finance automation for real-time analytics and decision support.
View Curriculum (https://rookiguru.com/ai-marketing-for-finance-professionals)

Stage: AI in Digital Marketing & Sales (for Finance Professionals)

What you build. AI in financial lead generation and outreach; smart AI ad strategies for finance; AI tools for personalized finance content and insights; CRM and automation for finance business development.
Goal. Grow your finance brand with AI marketing and sales automation.
View Curriculum (https://rookiguru.com/ai-marketing-for-finance-professionals)

Coming Soon — Launching in 6 Months

AI in Finance (with QuickBooks). QuickBooks AI integration for financial automation; AI-powered financial analysis and predictions; automated reconciliation and compliance dashboards; agentic workflows integrating QuickBooks and AI systems.
Goal. Master AI-powered financial management using QuickBooks—from analysis to automation and forecasting.

Notes on track labels and stage chips (from the journey map)

On mobile and tablet, the interface uses segmented tabs to switch between “Track 1” and “Track 2.” Within each track, steps display concise “chips” summarizing level and focus areas. For Track 1, the chips emphasize Beginner, Excel & Tally, and Readiness at the foundation, then Projects 1–2, Data cleaning, and Error flags in applied work, followed by n8n + ChatGPT, Audit trail, and GitHub repo in the automation phase. For the launchpad, chips highlight Portfolio, Case study, and Interview kit. For Track 2, the pattern mirrors this with Beginner, Modeling, and Readiness at the foundation; Projects 1–2, KPI & ratios, and Commentary bot in applied work; and n8n + ChatGPT, Board pack, and Compliance in automation.