Course Outline
Introduction to Microsoft 365 Copilot
- Exploring the core capabilities of Copilot
- Integration workflows with Excel, Word, and Outlook
- Interpreting and understanding AI-generated outputs
Leveraging Copilot in Excel for Financial Analysis
- Constructing robust financial models
- Streamlining data entry and complex calculations
- Summarising trends and visualising financial data
Reporting and Forecasting with Copilot
- Generating balance sheets and income statements
- Developing automated variance analysis
- Formulating financial forecasts based on historical data
Optimising Accounting Workflows
- Automating the tracking of invoices
- Accelerating account reconciliation processes
- Minimising manual errors in data handling
Enhancing Communication and Collaboration with Copilot
- Creating concise executive summaries
- Drafting client reports and presentations
- Collaborating effectively in Microsoft Teams with AI support
Advanced Techniques and Best Practices
- Refining AI prompts to achieve optimal results
- Safeguarding data privacy and ensuring compliance
- Integrating Copilot workflows with Power BI
Summary and Future Steps
Requirements
- Proficiency in working with Microsoft Excel
- Practical experience in financial analysis or accounting procedures
- General knowledge of core 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