Course Outline
Introduction to Microsoft 365 Copilot
- Overview of Copilot’s core features
- Connectivity with Excel, Word, and Outlook
- Interpreting AI-generated outputs
Applying Copilot in Excel for Financial Analysis
- Building financial models
- Streamlining data entry and computational tasks
- Summarizing and visualizing financial information
Reporting and Forecasting with Copilot
- Creating balance sheets and income statements
- Developing automated variance analyses
- Generating financial projections from historical data
Optimizing Accounting Workflows
- Automating invoice tracking
- Accelerating account reconciliation
- Minimizing manual errors in data management
Leveraging Copilot for Communication and Collaboration
- Drafting executive summaries
- Preparing client reports and presentation materials
- Collaborating in Microsoft Teams with AI support
Advanced Strategies and Best Practices
- Perfecting AI prompts for optimal outcomes
- Maintaining data privacy and regulatory compliance
- Connecting Copilot with Power BI
Wrap-up and Future Steps
Requirements
- Practical experience with Microsoft Excel
- Background in financial analysis or accounting operations
- Knowledge of fundamental business and financial terminology
Target Audience
- Finance specialists
- Certified 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
