Copilot for Finance and Accounting Professionals Training Course
Copilot for Microsoft 365 is an AI-powered assistant that integrates with Microsoft Office applications to help finance and accounting professionals enhance productivity, streamline reporting, and support decision-making.
This instructor-led, live training (online or onsite) is aimed at finance and accounting professionals with limited experience with AI who wish to leverage Microsoft Copilot to improve accuracy, efficiency, and insight in financial tasks.
By the end of this training, participants will be able to:
- Create financial reports quickly and accurately using Copilot.
- Automate repetitive accounting and data-entry tasks.
- Generate financial summaries and forecasts with AI assistance.
- Use natural language prompts to extract insights from large financial datasets.
Format of the Course
- Interactive lecture and discussion.
- Lots of exercises and practice.
- Hands-on implementation in a live-lab environment.
Course Customization Options
- To request a customized training for this course, please contact us to arrange.
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
Need help picking the right course?
Copilot for Finance and Accounting Professionals Training Course - Enquiry
Testimonials (2)
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
Diah Adhianti - PT Dentsu International Indonesia
Course - Copilot for Finance and Accounting Professionals
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