Course Outline
Getting to Know Microsoft 365 Copilot
- A look at Copilot’s key features
- How it integrates with Excel, Word, and Outlook
- Gaining an understanding of AI-generated outputs
Leveraging Copilot in Excel for Financial Analysis
- Building financial models
- Streamlining data entry and calculation tasks
- Summarizing and visualizing financial information
Report Generation and Forecasting with Copilot
- Producing balance sheets and profit & loss statements
- Setting up automated variance analysis
- Developing financial forecasts based on historical trends
Optimizing Accounting Processes
- Streamlining invoice tracking
- Accelerating the account reconciliation process
- Minimizing manual errors in data management
Enhancing Communication and Collaboration with Copilot
- Generating high-level executive summaries
- Drafting reports and presentations for clients
- Facilitating collaboration in Microsoft Teams with AI support
Advanced Techniques and Best Practices
- Crafting effective prompts for optimal AI results
- Maintaining data privacy and regulatory compliance
- Connecting Copilot with Power BI
Conclusion and Future Directions
Requirements
- Proficiency in using Microsoft Excel
- Practical experience in financial analysis or accounting operations
- A solid grasp 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