Course Outline
Introduction to Microsoft 365 Copilot
- Overview of Copilot’s core capabilities
- Integration with Excel, Word, and Outlook
- Understanding AI-generated outputs
Utilising Copilot in Excel for Financial Analysis
- Building financial models
- Automating data entry and calculations
- Summarising and visualising financial data
Reporting and Forecasting with Copilot
- Generating balance sheets and income statements
- Creating automated variance analyses
- Producing financial forecasts from historical data
Optimising Accounting Workflows
- Automating invoice tracking
- Accelerating account reconciliation
- Minimising manual errors in data processing
Leveraging Copilot for Communication and Collaboration
- Drafting executive summaries
- Preparing client reports and presentations
- Collaborating within Microsoft Teams with AI support
Advanced Tips and Best Practices
- Refining AI prompts to achieve superior results
- Safeguarding data privacy and compliance
- Integrating Copilot with Power BI
Summary and Future Steps
Requirements
- Practical experience with Microsoft Excel
- Background in financial analysis or accounting procedures
- Understanding of fundamental business and financial terminology
Target Audience
- Finance professionals
- 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
