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.
By the end of this course, you will learn how 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.
8 activities • 26 videos • duration: 1h 30m
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Meet Nida, your passionate and dedicated guide in the dynamic world of investment research and sustainability! With over a decade of experience in educational content development, Nida is driven by an unwavering commitment to empower finance professionals and propel them to new heights of success. Nida’s expertise goes beyond the conventional. She is a specialist in transforming workflows and enhancing productivity, utilizing cutting-edge tools like Generative AI, Excel, and LLMs to streamline processes and unlock efficiency. Far from a typical consultant, she is a respected leader in her field, with prestigious credentials including a CFA Charter and ACCA membership. Join Nida on this transformative journey as she shares her wealth of knowledge, helping you achieve financial excellence while embracing sustainable success. Whether you're optimizing your workflow or diving into the complexities of investment research, Nida’s approach will inspire and elevate your career.
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This was a great introductory course
It was good
Learned a lot about Copilot.
It was a good match. Many of the tasks executed by Copilot, are done manually and take a lot of time. The information in this course will reduce the amount of time to generate proper reports and discussion notes at management meetings.
