Course Outline
Overview of Microsoft 365 Copilot
- Examination of Copilot’s core capabilities
- Integration mechanisms with Excel, Word, and Outlook
- Interpreting AI-generated outputs
Applying Copilot in Excel for Financial Analysis
- Developing financial models
- Streamlining data entry and computational tasks
- Condensing and visualizing financial information
Report Generation and Forecasting via Copilot
- Producing balance sheets and income statements
- Establishing automated variance analyses
- Generating financial projections from historical records
Optimizing Accounting Workflows
- Automating invoice monitoring
- Accelerating account reconciliation
- Minimizing manual errors in data processing
Leveraging Copilot for Communication and Teamwork
- Drafting executive summaries
- Composing client reports and presentation materials
- Collaborating within Microsoft Teams with AI support
Advanced Techniques and Best Practices
- Refining AI prompts for superior outcomes
- Maintaining data privacy and regulatory compliance
- Connecting Copilot with Power BI
Recap and Future Directions
Requirements
- Proficiency in using Microsoft Excel
- Background in financial analysis or accounting workflows
- Knowledge of 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