Course Outline
Introduction to Microsoft 365 Copilot
- Overview of Copilot's core features
- Integration with Excel, Word, and Outlook
- Interpreting AI-generated outcomes
Leveraging Copilot in Excel for Financial Analysis
- Building financial models
- Automating data entry and computational tasks
- Summarizing and visualizing financial information
Reporting and Forecasting with Copilot
- Generating balance sheets and income statements
- Performing automated variance analysis
- Creating financial forecasts based on historical data
Optimizing Accounting Workflows
- Automating invoice tracking processes
- Accelerating account reconciliation
- Minimizing manual errors in data management
Utilizing Copilot for Communication and Collaboration
- Drafting executive summaries
- Preparing client reports and presentations
- Collaborating in Microsoft Teams with AI support
Advanced Tips and Best Practices
- Refining AI prompts for optimal results
- Safeguarding data privacy and ensuring compliance
- Integrating Copilot with Power BI
Conclusion and Future Steps
Requirements
- Proficiency in using Microsoft Excel.
- Background in financial analysis or accounting procedures.
- Understanding of fundamental business and financial terminology.
Target Audience
- Finance specialists.
- Accountants.
- Business analysts.
Custom Corporate Training
Training solutions designed exclusively for businesses.
- Customized Content: We adapt the syllabus and practical exercises to the real goals and needs of your project.
- Flexible Schedule: Dates and times adapted to your team's agenda.
- Format: Online (live), In-company (at your offices), or Hybrid.
Price per private group, online live training, starting from 1300 € + VAT*
Contact us for an exact quote and to hear our latest promotions
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
