Copilot training for finance: report faster, analyse sharper
Practical in-company Microsoft 365 Copilot training, fully focused on finance. Learn to use AI responsibly for reporting, data analysis in Excel, period close and compliance, while keeping the critical eye your profession demands.
AI that gets the numbers on the table faster
Finance teams spend a lot of time on data processing, reporting and control. Research shows what trained Copilot users gain.
What Copilot does for your finance department
In the training your team works with recognisable financial situations and your own data. These are the four areas where Copilot for finance saves the most time.
Data analysis in Excel
Move faster from raw data to insight, without endlessly looking up formulas.
- Generate and explain formulas in plain language
- Set up pivot tables and trends with a prompt
- Have anomalies and outliers flagged
- Visualise data in charts and dashboards
Reporting & close
Period close and reports done sooner, with data from multiple sources.
- Draft monthly and quarterly reports
- Write explanatory notes and management summaries
- Bring together figures from various sources
- Analyse balance sheet and cash flow variances
Planning & forecasting
Well-founded forecasts and business cases without hours of legwork.
- Run scenarios and sensitivity analyses
- Build business cases and investment proposals
- Prepare budgets and forecasts
- Generate explanatory text alongside the figures
Compliance & communication
Policy, contracts and correspondence faster and more consistent.
- Update guideline and policy documents
- Summarise and check contracts and invoices
- Answer financial questions consistently
- Draft emails to clients and suppliers
Examples you can apply the same day
During the training you practise with prompts like these, tailored to your own way of working and figures.
"Analyse this revenue data"
Find the three biggest variances versus last quarter and give a short explanation per line item.
"Write the explanatory note"
Based on these figures, draft a management summary for the monthly report, in clear boardroom language.
"Summarise this contract"
Extract the payment terms, penalty clauses and notice periods from this contract and put them in an overview.
Part of our Microsoft 365 Copilot training
This finance edition is a focused version of our complete Microsoft 365 Copilot training. Want to also cover the basics, prompt engineering, safe use and Copilot in Word, Outlook and Teams? Then we combine the finance applications with the full programme. No paid license yet? Start with the Copilot Chat training.
View the full Copilot trainingWhy finance teams choose this training
No generic story, but a training that matches how your finance team actually works.
With your own data
You practise with real reports, Excel files and documents from your own practice, not fictional examples.
Critical eye front and centre
With numbers, accuracy matters. You learn to verify AI output, spot hallucinations and know where the limits are.
Experienced Microsoft trainer
Over 15 years of experience with Microsoft 365 and Excel training. Up to date with the latest Copilot features.
Everything you need to know
Approach
The training combines short theory moments with extensive hands-on exercises. We use recognisable financial situations from your own work environment, so you can apply what you learn the same day.
Prerequisites
Basic knowledge of Microsoft 365 and Excel is recommended. No AI or Copilot experience required. We assess the participants' level during the intake.
Copilot licenses
Full hands-on participation requires an active Microsoft 365 Copilot license. Doesn't your organisation have one yet? We're happy to advise, or you start with the free Copilot Chat.
Materials & aftercare
After the training each participant receives a summary, finance-specific use cases and a reference card. You can always contact us with questions afterwards.
Tailoring & combination
Want to combine this finance training with the full Microsoft 365 Copilot training or with an in-depth Excel training? We're happy to put together a tailor-made programme.
Copilot training for finance
For controllers, financial analysts, accountants, finance managers and finance administration staff. No AI experience required; we tailor the level during the intake.
Copilot is a strong assistant for analysis, formulas and explanatory notes, but not a substitute for your judgement. Output must always be verified. That critical control, and spotting errors and hallucinations, is exactly what you learn in the training.
Yes, Excel is central. You learn to generate and explain formulas, build pivot tables, analyse data and visualise insights. We combine this with an in-depth Excel training on request.
Full hands-on participation requires a Microsoft 365 Copilot license. Without a paid license you can start with the free Copilot Chat; we offer a separate Copilot Chat training for that.
Yes. Since 2 February 2025, the EU AI Act (article 4) requires organisations to ensure AI literacy among employees. A structured Copilot training helps meet this obligation.
Book the Copilot training for your finance team
Fill in the form on our contact page or call directly. We'll get back to you within two working days to discuss your needs. No obligation.