Microsoft Copilot for Finance: From Analysis to Reporting, Transform finance workflows with Microsoft Copilot for analysis, reporting, forecasting, presentations and communication.
Course Description
Are you ready to transform the way you analyze financial data, build reports, and make business decisions using AI?
Do you ever wonder how top finance teams accelerate their workflows across Excel, Word, PowerPoint, Outlook, and Teams with the help of Copilot?
If your goal is to work smarter—not harder—and boost productivity across your entire financial analytics process, this course is your complete guide.
Microsoft Copilot for Finance: From Analysis to Reporting is a practical, hands-on course designed to show you how Copilot streamlines every step of a financial workflow—from cleaning and preparing datasets to forecasting, reporting, presenting, and communicating insights. Whether you’re in FP&A, accounting, financial reporting, or business analysis, this course equips you with the skills to confidently use AI across the Microsoft 365 ecosystem.
By enrolling in this course, you will:
✓ Understand how Microsoft Copilot integrates across Excel, Word, PowerPoint, Outlook, and Teams and how it supports modern financial analysis workflows.
✓ Prepare, clean, and structure financial data in Excel using Copilot’s intelligent formulas, transformations, pivots, and charting features.
✓ Perform deeper analysis using natural language prompts to identify trends, drivers, variances, and key financial insights quickly.
✓ Generate accurate quarterly forecasts and scenario models without writing complex formulas manually.
✓ Create polished financial reports in Word by drafting, refining, and summarizing insights directly from your Excel models.
✓ Design professional PowerPoint presentations automatically including AI-generated slides, summaries, and speaker notes.
✓ Boost communication and collaboration using Outlook and Teams by drafting email updates, summarizing long threads, and generating action-oriented meeting notes.
Why this course is essential for finance professionals
Finance teams today are expected to make decisions faster, deliver insights quicker, and maintain accuracy at every step.
Copilot transforms the traditional financial analyst’s workload by automating repetitive tasks, reducing manual errors, and enabling deeper insights through natural-language interaction.
This course helps you integrate AI into your daily financial processes—so you can focus less on manual cleanup and more on strategic analysis, forecasting, and decision-making.
What makes this course unique
- A step-by-step learning path aligned with the real financial analysis lifecycle
- Practical demonstrations using Excel, Word, PowerPoint, Outlook, and Teams
- Realistic financial scenarios, prompts, and examples you can apply immediately
- A project-based approach so you learn by doing, not memorizing
- Beginner-friendly explanations—no advanced financial modeling required
Don’t let AI feel overwhelming—make it your competitive advantage.
Learn how to analyze financial data, generate insights, automate reporting, and communicate more effectively using Copilot.
Enroll in “Microsoft Copilot for Finance: From Analysis to Reporting” today and start working faster, smarter, and more confidently with AI-driven tools.
