Copilot for Finance and Accounting Professionals
Course Description
Overview
Copilot for Microsoft 365 is an AI-powered assistant that integrates with Microsoft Office applications to help finance and accounting professionals enhance productivity, streamline reporting, and support decision-making. This instructor-led, live training is aimed at finance and accounting professionals with limited experience with AI who wish to leverage Microsoft Copilot to improve accuracy, efficiency, and insight in financial tasks.
By the end of this training, participants will be able to:
- Create financial reports quickly and accurately using Copilot.
- Automate repetitive accounting and data-entry tasks.
- Generate financial summaries and forecasts with AI assistance.
- Use natural language prompts to extract insights from large financial datasets.
Book this course
- Format: Remote
- Language: ENG
- Type: Public course with a guaranteed date (open to both groups and individuals)
- Date: 09.09.2026
- Duration: 1 day (7h)
- Trainer: Tomasz Urbański
Net price per participant.
Format of the Course
- Interactive lecture and discussion.
- Lots of exercises and practice.
- Hands-on implementation in a live-lab environment.
Requirements
- Experience working with Microsoft Excel
- Experience in financial analysis or accounting processes
- Familiarity with basic business and financial terminology
Audience
- Finance professionals
- Accountants
- Business analysts
Course Outline
Introduction to Microsoft 365 Copilot
- Overview of Copilot’s capabilities
- Integration with Excel, Word, and Outlook
- Understanding AI-generated results
Using Copilot in Excel for Financial Analysis
- Creating financial models
- Automating data entry and calculations
- Summarizing and visualizing financial data
Reporting and Forecasting with Copilot
- Generating balance sheets and income statements
- Creating automated variance analysis
- Producing financial forecasts from historical data
Enhancing Accounting Workflows
- Automating invoice tracking
- Reconciling accounts faster
- Reducing manual errors in data handling
Using Copilot for Communication and Collaboration
- Creating executive summaries
- Drafting client reports and presentations
- Collaborating in Microsoft Teams with AI assistance
Advanced Tips and Best Practices
- Refining AI prompts for better results
- Ensuring data privacy and compliance
- Integrating Copilot with Power BI
Summary and Next Steps
Frequently Asked Questions (FAQ)
Who is this Microsoft Copilot training for finance and accounting professionals intended for, and what are the requirements?
This training is designed for finance professionals, accountants, and business analysts with limited AI experience who want to leverage Microsoft Copilot to enhance productivity and financial decision-making. Participants should have experience working with Microsoft Excel, familiarity with accounting or financial analysis processes, and a basic understanding of business terminology.
In what format, date, and language is the Copilot for Finance training conducted?
The training is conducted remotely in English as a 1-day (7-hour) live, instructor-led session on September 9, 2026, led by trainer Tomasz Urbański. It is a public course, which means anyone can join from anywhere, and it features interactive lectures, discussions, and hands-on practice in a live-lab environment.
What practical skills will I acquire during this Microsoft 365 Copilot training?
You will learn to use natural language prompts to automate data entry, construct financial models in Excel, and generate balance sheets, income statements, and financial forecasts. The course also covers automating invoice tracking, faster account reconciliation, automated variance analysis, drafting executive summaries, and integrating Copilot with Power BI.
What is the price of the Copilot for Finance training and what does it include?
The price for the training is 1980 PLN net per participant. This covers full participation in the 1-day (7-hour) remote training, including interactive lectures, discussions, and hands-on implementation in a live-lab environment guided by the trainer.
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Public courses
- Knowledge exchange and networking with professionals from various industries.
- Interactive, live-conducted classes — not just theory, but also exercises and discussions.
- Flexible online format — join from anywhere.
Need Help?
Reach out to learn more about our team and the kinds of tailored solutions we can offer your organization.
Get in Touchwroclaw@nobleprog.pl or +48 (22) 103 3718