Course Outline
Getting Started with Microsoft 365 Copilot
- An overview of what Copilot can do
- How it connects with Excel, Word, and Outlook
- Interpreting results generated by AI
Applying Copilot in Excel for Financial Analysis
- Building financial models
- Streamlining data input and mathematical computations
- Condensing and presenting financial data visually
Reporting and Forecasting via Copilot
- Compiling balance sheets and profit and loss statements
- Setting up automated variance reviews
- Deriving financial forecasts from past performance data
Improving Accounting Processes
- Streamlining the tracking of invoices
- Accelerating account reconciliation
- Minimizing human error in data management
Enhancing Communication and Teamwork with Copilot
- Drafting high-level executive summaries
- Preparing client-facing reports and slide decks
- Facilitating collaboration in Microsoft Teams with AI support
Advanced Techniques and Recommended Practices
- Optimizing AI prompts for superior outcomes
- Safeguarding data privacy and ensuring regulatory compliance
- Connecting Copilot with Power BI
Recap and Recommended Path Forward
Requirements
- Proficiency in utilizing Microsoft Excel
- Practical background in financial analysis or accounting procedures
- Working knowledge of fundamental business and financial concepts
Target Audience
- Finance specialists
- 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