Course Outline
Introduction to Microsoft 365 Copilot
- Overview of Copilot’s capabilities
- Integration with Excel, Word, and Outlook
- Understanding AI-generated results
Using Copilot in Excel for Financial Analysis
- Creating financial models
- Automating data entry and calculations
- Summarizing and visualizing financial data
Reporting and Forecasting with Copilot
- Generating balance sheets and income statements
- Creating automated variance analysis
- Producing financial forecasts from historical data
Enhancing Accounting Workflows
- Automating invoice tracking
- Reconciling accounts faster
- Reducing manual errors in data handling
Using Copilot for Communication and Collaboration
- Creating executive summaries
- Drafting client reports and presentations
- Collaborating in Microsoft Teams with AI assistance
Advanced Tips and Best Practices
- Refining AI prompts for better results
- Ensuring data privacy and compliance
- Integrating Copilot with Power BI
Summary and Next Steps
Requirements
- Experience working with Microsoft Excel
- Experience in financial analysis or accounting processes
- Familiarity with basic business and financial terminology
Audience
- Finance professionals
- Accountants
- Business analysts
Delivery Options
Private Group Training
Our identity is rooted in delivering exactly what our clients need.
- Pre-course call with your trainer
- Customisation of the learning experience to achieve your goals -
- Bespoke outlines
- Practical hands-on exercises containing data / scenarios recognisable to the learners
- Training scheduled on a date of your choice
- Delivered online, onsite/classroom or hybrid by experts sharing real world experience
Private Group Prices RRP from €2280 online delivery, based on a group of 2 delegates, €720 per additional delegate (excludes any certification / exam costs). We recommend a maximum group size of 12 for most learning events.
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Public Training
Please see our public courses
Testimonials (6)
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
Dewi Anggryni - PT Dentsu International Indonesia
Course - Copilot for Finance and Accounting Professionals
Trainers are attentive, helpful, and accept any queries