Course Outline
Introduction to Microsoft 365 Copilot
- Overview of Copilot’s core capabilities
- Integration across Excel, Word, and Outlook
- Interpreting AI-generated outputs
Utilising Copilot in Excel for Financial Analysis
- Building financial models
- Automating data input and computational tasks
- Condensing and visualising financial information
Reporting and Forecasting with Copilot
- Generating balance sheets and profit & loss statements
- Creating automated variance analyses
- Producing financial projections based on historical trends
Optimising Accounting Workflows
- Automating invoice management and tracking
- Accelerating account reconciliation processes
- Minimising manual errors in data processing
Leveraging Copilot for Communication and Collaboration
- Compelling executive summaries
- Drafting client reports and presentation materials
- Collaborating via Microsoft Teams with AI support
Advanced Techniques and Best Practices
- Refining prompts to achieve optimal AI results
- Maintaining data privacy and regulatory compliance
- Integrating Copilot with Power BI
Summary and Recommended Next Steps
Requirements
- Practical experience using Microsoft Excel
- Background in financial analysis or accounting workflows
- Understanding of standard business and financial terminology
Intended Audience
- Finance specialists
- 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