Course Outline
Introduction to Microsoft 365 Copilot
- Overview of Copilot’s core capabilities
- Integration features with Excel, Word, and Outlook
- Understanding how to interpret AI-generated outputs
Applying Copilot in Excel for Financial Analysis
- Building financial models
- Automating data input and complex calculations
- Summarizing and visualizing key financial data points
Reporting and Forecasting with Copilot
- Generating balance sheets and income statements
- Performing automated variance analysis
- Developing financial forecasts based on historical data
Optimizing Accounting Workflows
- Streamlining invoice tracking processes
- Accelerating account reconciliation tasks
- Minimizing manual errors in data processing
Leveraging Copilot for Communication and Collaboration
- Drafting executive summaries
- Preparing client reports and presentation materials
- Enhancing collaboration in Microsoft Teams with AI assistance
Advanced Tips and Best Practices
- Refining AI prompts to achieve optimal results
- Maintaining data privacy and regulatory compliance
- Integrating Copilot with Power BI
Summary and Next Steps
Requirements
- Practical experience with Microsoft Excel
- Background in financial analysis or accounting workflows
- Familiarity with fundamental business and financial terminology
Target 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
