What You'll Learn
- Understand how Microsoft Copilot enhances financial workflows across Excel, Word, PowerPoint, Outlook, and Teams.
- Clean, organize, and prepare financial data in Excel using Copilot’s intelligent formulas, transformations, and automation tools.
- Perform financial analysis, identify key trends, and generate insights using natural-language prompts for smarter decision-making.
- Create polished financial reports in Word by drafting, structuring, and refining content automatically from Excel data using Copilot.
- Design AI-powered financial presentations in PowerPoint with automatic slide creation, visual enhancements, and speaker notes.
- Boost communication in Outlook and Teams by drafting emails, summarizing conversations, and generating meeting insights with Copilot.
- Generate accurate forecasts, variance analyses, and scenario models quickly using Copilot’s AI-driven analytical capabilities.
Requirements
- No prior experience is needed — just basic familiarity with Microsoft 365 and a willingness to explore how AI can simplify financial analysis.
Who This Course is For
- Finance professionals, accountants, and financial reporting specialists who want to enhance productivity with AI-powered Copilot tools.
- Managers and team leads looking to streamline financial reporting, forecasting, and communication across Excel, Word, PowerPoint, Outlook, and Teams.
- Business analysts and data professionals who want to automate repetitive financial analysis, documentation, dashboards, and presentations using AI.
- Students and early-career professionals eager to build practical skills in financial analysis, Excel workflows, and AI-assisted decision-making.
- Professionals in any role who work with numbers, reports, or financial data and want to leverage Microsoft Copilot to work smarter and faster.
- Anyone curious about how AI can transform finance workflows and interested in learning practical, real-world applications of Copilot in Microsoft 365.
Your Instructor
Start-Tech Trainings
Analytics and ML academy
4.4 Instructor Rating
9,253 Reviews
202,737 Students
41 Courses
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