Course Outline
Getting Started with Microsoft 365 Copilot
- An overview of what Copilot can do
- How it connects with Excel, Word, and Outlook
- Grasping the nature of AI-generated outputs
Applying Copilot in Excel for Financial Analysis
- Building financial models
- Streamlining data entry and computational tasks
- Consolidating and visualizing financial information
Creating Reports and Forecasts with Copilot
- Producing balance sheets and profit and loss statements
- Setting up automated variance analysis
- Developing financial predictions based on past data
Improving Accounting Processes
- Streamlining invoice monitoring
- Accelerating account reconciliation
- Minimizing manual mistakes in data management
Leveraging Copilot for Communication and Teamwork
- Drafting executive summaries
- Preparing client reports and presentation materials
- Collaborating effectively in Microsoft Teams with AI support
Pro Tips and Industry Best Practices
- Fine-tuning AI prompts to achieve superior outcomes
- Maintaining data confidentiality and regulatory compliance
- Connecting Copilot with Power BI
Recap and Future Actions
Requirements
- Prior experience using Microsoft Excel
- Background in financial analysis or accounting operations
- Basic knowledge of business and financial terminology
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
