Course Outline
Introduction to Microsoft 365 Copilot
- Review of Copilot’s core capabilities
- Seamless integration with Excel, Word, and Outlook
- Interpreting AI-generated outputs
Applying Copilot in Excel for Financial Analysis
- Developing robust financial models
- Automating data input and complex calculations
- Summarising and visualising key financial data
Reporting and Forecasting with Copilot
- Generating balance sheets and income statements
- Performing automated variance analysis
- Developing financial forecasts based on historical trends
Optimising Accounting Workflows
- Automating invoice tracking processes
- Accelerating account reconciliation
- Minimising manual errors in data management
Leveraging Copilot for Communication and Collaboration
- Drafting concise executive summaries
- Preparing client reports and presentation materials
- Collaborating effectively in Microsoft Teams with AI support
Advanced Techniques and Best Practices
- Crafting refined AI prompts for superior outcomes
- Maintaining data privacy and regulatory compliance
- Integrating Copilot with Power BI
Summary and Path Forward
Requirements
- Practical experience working with Microsoft Excel
- Background in financial analysis or accounting operations
- Working knowledge of standard 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
