Role-Based Programme
RB0276

Microsoft Copilot for Finance & Accounting

AI Skills for Smarter Financial Work

IMAGE REQUIRED
Duration
4 Hours
Level
Awareness
Delivery
Instructor-Led
Format
Awareness Session

Programme Objectives

  • Understand how Microsoft Copilot can support everyday Finance and Accounting activities across analysis, reporting, reconciliation, documentation, and communication.
  • Explore practical prompting techniques for financial analysis, spreadsheet work, reporting, and management communication.
  • Apply Copilot across Microsoft 365 applications to summarise, analyse, structure, draft, and communicate financial information.
  • Experience how spreadsheets, financial reports, documents, emails, and meetings can be transformed into useful finance outputs.
  • Recognise confidentiality, numerical accuracy, financial controls, permissions, and human-review requirements when using AI in Finance.

Tools covered

Microsoft 365 CopilotCopilot ChatExcelWordPowerPointOutlookTeams

Who should attend

  • Finance Executives
  • Finance Managers
  • Accountants
  • Management Accountants
  • Financial Analysts
  • FP&A Professionals
  • Accounts Payable Professionals
  • Accounts Receivable Professionals
  • Financial Reporting Professionals
  • Cost Accounting Professionals
  • Finance Controllers
  • Treasury Professionals
  • Finance Business Partners
  • Finance Operations Professionals
  • Finance Team Leads

Prerequisites & Participant Readiness

  • Basic understanding of Finance or Accounting activities
  • Familiarity with financial reports, spreadsheets, transactions, or accounting processes is helpful
  • Basic familiarity with Microsoft 365 applications
  • No AI or programming knowledge required
  • No previous Microsoft Copilot experience required

TOC Modules

Concepts
  • Understanding Microsoft Copilot and Generative AI from a Finance and Accounting perspective
  • Exploring Copilot Chat and Copilot across Microsoft 365 applications
  • Identifying applications across spreadsheet analysis, reporting, reconciliation, documentation, and communication
  • Understanding AI assistance versus professional financial judgement and approval
Practical activities
  • Exploring Copilot through common Finance and Accounting activities
  • Comparing a traditional finance productivity task with a Copilot-assisted approach

Scenarios

Financial Data to Management Insight

Financial Data → Excel Copilot Analysis → Trends & Variances → Validation → Key Insights → Management Commentary → Review Presentation

Participants use Microsoft Copilot to analyse sample financial information, identify key patterns and variances, and convert verified findings into concise management commentary and presentation content.

Reconciliation to Exception Report

Transaction Data → Comparison → Potential Mismatches → Exception Categorisation → Investigation Questions → Reconciliation Summary

Participants use Copilot to organise a sample reconciliation activity, identify potential exceptions, and prepare a structured summary for Finance-team investigation and approval.

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