Role-Based Programme
RB0456

Copilot for Microsoft 365 for Finance & Accounting

Accelerate Financial Analysis, Reporting & Finance Productivity

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

Programme Objectives

  • Understand how Microsoft 365 Copilot can support everyday finance and accounting analysis, documentation, reporting, and communication.
  • Use Copilot to summarize financial documents, email conversations, reports, meeting discussions, and supporting business information.
  • Explore Copilot in Excel for organizing financial data, assisting with formulas, identifying trends, and reviewing basic variances.
  • Use Word, Outlook, Teams, and PowerPoint to accelerate finance commentary, stakeholder communication, meeting follow-up, and management reporting.
  • Apply responsible AI practices covering financial accuracy, confidentiality, source validation, approvals, segregation of duties, and human financial ownership.

Tools covered

Microsoft 365 CopilotCopilot ChatExcelWordOutlookTeamsPowerPointOneDriveSharePoint

Who should attend

  • Finance Managers
  • Accounting Managers
  • Financial Analysts
  • Management Accountants
  • Finance Executives
  • Accounts Payable Professionals
  • Accounts Receivable Professionals
  • General Ledger Professionals
  • FP&A Professionals
  • Finance Operations Professionals
  • Finance Business Partners
  • Finance Shared Services Professionals

Prerequisites & Participant Readiness

  • Basic understanding of finance and accounting concepts
  • Familiarity with financial reports, transactions, budgets, or reconciliations
  • Basic experience with Microsoft 365 applications
  • Basic familiarity with Microsoft Excel
  • Awareness of financial confidentiality and approval requirements
  • No programming expertise required
  • No previous Microsoft 365 Copilot experience required

TOC Modules

Concepts
  • Understanding Copilot across Excel, Word, Outlook, Teams, PowerPoint, SharePoint, and OneDrive
  • Identifying finance use cases across analysis, reporting, documentation, and communication
  • Understanding AI-assisted productivity within common finance workflows
  • Differentiating AI assistance from accounting judgement and financial authorization
Practical activities
  • Exploring Copilot in common finance applications
  • Testing basic finance and accounting prompts
  • Mapping Finance Activity → Microsoft 365 App → Copilot Support

Scenarios

Monthly Financial Performance Review

Financial Actuals → Excel → Copilot Analysis → Budget Variance → Finance Validation → Word Commentary → PowerPoint Management Update

Participants review sample financial performance data, identify material variances, validate observations, and create concise management commentary and reporting outputs.

Finance Review Meeting to Action Tracking

Finance Report → Teams Review → Copilot Meeting Summary → Decisions & Exceptions → Excel Action Tracker → Outlook Follow-Up

Participants convert a finance-review discussion into structured decisions, action owners, deadlines, and stakeholder communication while maintaining human ownership of financial decisions and approvals.

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