Course Outline
Introduction to Microsoft 365 Copilot
- Overview of Copilot’s core capabilities
- Integration with Excel, Word, and Outlook
- Grasping how AI generates results
Using Copilot in Excel for Financial Analysis
- Constructing financial models
- Automating data entry and computational tasks
- Summarising and visualising financial information
Reporting and Forecasting with Copilot
- Generating balance sheets and income statements
- Developing automated variance analysis
- Creating financial forecasts based on historical data
Enhancing Accounting Workflows
- Automating invoice tracking processes
- Accelerating account reconciliation
- Minimising manual errors in data management
Using Copilot for Communication and Collaboration
- Drafting executive summaries
- Composing client reports and presentations
- Collaborating within Microsoft Teams with AI support
Advanced Tips and Best Practices
- Refining AI prompts to achieve optimal results
- Safeguarding data privacy and ensuring compliance
- Integrating Copilot with Power BI
Summary and Next Steps
Requirements
- Practical experience using Microsoft Excel
- Background in financial analysis or accounting workflows
- Familiarity with fundamental business and financial terminology
Audience
- Finance professionals
- Accountants
- Business analysts
Testimonials (7)
i already have some reports that i know, i will use some of the prompts that looked at today
Kelly Cotham
Course - Copilot for Finance and Accounting Professionals
Trainer was very knowledgeable and easy to speak to
Gareth Gird - Teleflex Medical Europe Ltd
Course - Copilot for Finance and Accounting Professionals
It was fairly interactive, quite well focused on our areas of interest. It gives a good base for further development in the area
Donal Carroll - Teleflex Medical Europe Ltd
Course - Copilot for Finance and Accounting Professionals
He was very didactic and very organized
Patricia Uyeta - Teleflex Medical Europe Ltd
Course - Copilot for Finance and Accounting Professionals
it went through language right up to automation and made me aware of what capabilities I have.
Declan Glennon - Teleflex Medical Europe Ltd
Course - Copilot for Finance and Accounting Professionals
Ability to use the copilot feature on my own license as the course material was progressing
- Teleflex Medical Europe Ltd
Course - Copilot for Finance and Accounting Professionals
Trainers can answer all questions and accept any queries
