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 Duration 7 hours

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

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Provisional Upcoming Courses (Require 5+ participants)

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