Course Overview

Use Copilot to Automate Finance Tasks, Analyze Data, and Save Time

Microsoft Copilot for Finance and Accounting shows you how to use AI to speed up everyday finance work. The course covers Copilot in Excel, Word, PowerPoint, Outlook, and Teams, as well as the standalone web chat tool. You learn the differences between these tools so you know when each can access your files and data. Helpful for anyone who spends hours on formulas, reports, or email triage, since small time savings add up fast across a busy week.

You will learn how to quickly create complex Excel formulas, draft financial reports, and build board-ready presentations. The course also teaches you to manage your inbox better and prepare for meetings faster. You will know how to validate financial data, reconcile accounts, and analyze budget variances in minutes. By the end, you can have confidence to use your new skills to apply Microsoft Copilot and make your financial workflows more efficient and accurate, allowing you to deliver insights more quickly.

Learning Objectives:

By the end of this course, you will be able to:

• Automate routine tasks using Microsoft Copilot.
• Generate Excel formulas for financial calculations.
• Draft financial reports and policies in Word.
• Build board-ready presentations in PowerPoint.
• Prioritize emails and manage calendars with Copilot.
• Summarize Teams chats and create action plans.
• Validate financial data for accuracy and consistency.
• Analyze budget variances and reconcile accounts.