Free Courses

Courses to help learn how to use Monarch for Financial Operations

  • Free

Monarch Overview Presentation

  • Course
  • 9 Lessons

Brief overview of the Monarch application

  • Free

Moving From Classic to Data Prep Studio

  • Course
  • 15 Lessons

This course teaches why those who use Monarch Classic should move to using the Data Prep Studio application to optimize financial operations. It is designed for professionals are already familiar with classic but are new to using the Data Prep Studio. This course is open to all who use or intend on using Data Prep Studio.

  • Free

Monarch Data Prep Studio Essentials - Excel

  • Course
  • 19 Lessons

This course teaches how to import spreadsheets (two methods), preview data, clean and transform it, join or append files, create summaries, and export results. Designed for professionals who perform core data preparation—cleaning, combining, and transforming data—examples include accountants, analysts, auditors, and operations teams across industries; Banking, Healthcare Finance, and General Accounting Operations.

  • Free

Monarch Data Prep Studio Essentials - Text

  • Course
  • 18 Lessons

This course teaches how to import text files and create templates to extract data. Designed for professionals who perform core data preparation; cleaning, combining, and transforming data. Examples include accountants, analysts, auditors, and operations teams across industries; Banking, Healthcare Finance, and General Accounting Operations.