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 Duration 7 hours

Course Outline

Introduction to Microsoft 365 Copilot

  • Overview of Copilot’s features and capabilities
  • Integration with Excel, Word, and Outlook
  • Understanding AI-generated outputs

Utilising Copilot in Excel for Financial Analysis

  • Building financial models
  • Automating data entry and calculations
  • Summarising and visualising financial data

Reporting and Forecasting with Copilot

  • Generating balance sheets and income statements
  • Developing automated variance analyses
  • Producing financial forecasts based on historical data

Enhancing Accounting Workflows

  • Automating invoice tracking
  • Accelerating account reconciliation
  • Minimising manual errors in data processing

Leveraging Copilot for Communication and Collaboration

  • Composing executive summaries
  • Drafting client reports and presentations
  • Collaborating in Microsoft Teams with AI support

Advanced Tips and Best Practices

  • Refining AI prompts for optimal results
  • Safeguarding data privacy and compliance
  • Integrating Copilot with Power BI

Summary and Next Steps

Requirements

  • Proficiency with Microsoft Excel
  • Experience in financial analysis or accounting procedures
  • Knowledge of fundamental business and financial terminology

Target Audience

  • Finance specialists
  • Accountants
  • Business analysts

Custom Corporate Training

Training solutions designed exclusively for businesses.

  • Customised Content: We adapt the syllabus and practical exercises to the real goals and needs of your project.
  • Flexible Schedule: Dates and times adapted to your team's agenda.
  • Format: Online (live), In-company (at your offices), or Hybrid.
Investment

Price per private group, online live training, starting from £1600 + VAT*

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