Course Outline
Introduction to Microsoft 365 Copilot
- Overview of the capabilities offered by Copilot
- How it integrates with Excel, Word, and Outlook
- Interpreting AI-generated outcomes
Applying Copilot in Excel for Financial Analysis
- Building financial models
- Automating data input and computational tasks
- Summarizing and visualizing financial information
Reporting and Forecasting Using Copilot
- Creating balance sheets and income statements
- Performing automated variance analysis
- Developing financial forecasts based on historical data
Improving Accounting Workflows
- Automating the tracking of invoices
- Accelerating account reconciliation processes
- Minimizing manual errors in data management
Leveraging Copilot for Communication and Collaboration
- Developing executive summaries
- Drafting reports and presentations for clients
- Enhancing collaboration in Microsoft Teams with AI support
Advanced Techniques and Best Practices
- Refining AI prompts to achieve superior results
- Maintaining data privacy and ensuring compliance
- Integrating Copilot with Power BI
Recap and Future Directions
Requirements
- Practical experience utilizing Microsoft Excel
- Background knowledge in financial analysis or accounting procedures
- Basic understanding of business and financial vocabulary
Target Audience
- Finance specialists
- Accountants
- Business analysts
Select an available course date
- Format Online
- Language Polish
- Course Public course
- Start Date 2026-10-23
- Duration 1 days (7 hours)
Net price per participant
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
