Are You Getting Real Value From Copilot?
For accounting and finance teams, AI adoption extends beyond productivity to include accuracy, data security, and professional skepticism. This hands-on training delivers a results-oriented toolkit for the M365 ecosystem, enabling participants to use Microsoft Copilot to automate routine financial tasks such as synthesizing tax updates and audit evidence, drafting variance analyses, and improving Excel workflows. It bridges the gap between basic AI use and professional application, ensuring all efficiencies are grounded in financial accuracy and data privacy.
By the end of this course, you will be able to:
● Evaluate the functional differences between Copilot Basic and Premium through the lens of financial data security and "commercial data protection."
● Construct technical prompts that incorporate financial context, specific reporting standards (GAAP/IFRS), and professional tone for stakeholder communication.
● Automate routine financial narratives, including drafting budget justifications, MD&A summaries, and audit response letters within Word and Outlook.
● Leverage Copilot in Excel and Teams to perform rapid variance analysis, extract action items from controller-level meetings, and summarize complex contract terms.
● Implement "Human-in-the-Loop" verification protocols to mitigate AI hallucinations in financial reporting and data analysis.
● Synthesize large volumes of regulatory or tax documentation using Copilot Notebooks and Agents to identify key changes impacting the organization.
Contact us to book a training for your team or
Join our next live VIRTUAL training:
Thursday June 18th 12:00-4:00PM ET
Earn 4 CPD Credits
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