Microsoft Copilot for Finance and Accounting

Use Copilot to Automate Finance Tasks, Analyze Data, and Save Time

Microsoft Copilot for Finance and Accounting

Boost your productivity with our Microsoft Copilot for Finance and Accounting course. This training helps finance professionals and accountants use AI to automate daily tasks and improve efficiency. Discover how to apply powerful AI tools across Microsoft 365 to handle financial data, reports, and communications faster.

Finance and accounting roles often involve repetitive tasks and large datasets, leading to manual errors and burnout. This Copilot for Finance and Accounting training tackles these issues directly. You will learn to use artificial intelligence to streamline operations, reduce routine work, and ensure greater accuracy in your financial reporting and analysis.

Develop essential skills using AI in Excel for financial automation, like generating complex formulas and performing data validation. Learn to draft compliance documents and financial reports in Word with AI assistance. You will also learn how to build professional presentations in PowerPoint, and manage emails and meetings more efficiently using AI in Outlook and Teams.

Through practical workplace scenarios, you will practice using Excel AI to analyze budget variances and reconcile accounts. Learn to create management reports and compliance policies in Word using Copilot. You can also generate investor presentations in PowerPoint and organize your inbox with AI in Outlook. This course covers real-world application of Accounting AI.

After completing this Microsoft Copilot for Finance and Accounting training, you will have learnt the skills to enhance your financial data analysis and reporting skills, delivering insights with speed and precision. This course is ideal for finance professionals, financial analysts, accountants, or anyone seeking to implement AI tools to transform their day-to-day operations.

In this course, you will learn how to:

  • Automate finance tasks using Microsoft Copilot features.
  • Generate Excel financial formulas with Copilot AI.
  • Validate spreadsheet data for accounting accuracy.
  • Perform financial analysis and calculate investment returns.
  • Generate financial reconciliation summaries using Copilot.
  • Draft management reports and compliance policies in Word.
  • Extract financial report findings with AI in Word.
  • Design PowerPoint presentations and create speaker notes.
  • Prioritize Outlook emails and manage meeting prep.
  • Summarize Teams chats and manage tasks with AI.
  • Troubleshoot Copilot issues and use AI data securely.
  • Identify AI opportunities for finance process efficiency.

Course Format

  • This is a video-led course. You can preview some videos below.
  • This course includes practice exercises.
  • This course is aimed at finance professionals seeking to implement AI tools to transform their day-to-day operations.

Course Certificate Included

This course includes an optional online quiz that will generate a course certificate upon completion.

14-Day Guarantee

We offer an unconditional, 14-day, full money-back guarantee, no questions asked. This is our way of ensuring you have complete confidence in your Stream Skill purchase. If you don’t learn, you don’t pay.

Why Trust Us?

Stream Skill is part of the Simon Sez IT family and has been in business 14+ years and taught over 1 million students in that time. We’ve created over 130 software training courses, 8,000+ video tutorials, and we’ve helped thousands of people across the world learn how to use Microsoft Office. We’ve now created Microsoft Excel courses for the last five versions and continue to help people get to grips with this essential tool.


Your Instructor


Simon Sez IT
Simon Sez IT
Simon Sez IT makes business and technical software simple to learn.

Our most important goal is to help learners build and strengthen your software skills. We focus on simplicity but explain things in the detail they deserve. Simon Sez IT subject matter experts bring passion, knowledge and practical insights to video-based courses and practice exercises – all designed to help learners immediately apply your new knowledge and master your learning goals.

This is why more than a million learners have relied on Simon Sez IT since 2008.

Course Curriculum


  Introduction
Available in days
days after you enroll
  Accessing Copilot
Available in days
days after you enroll
  Copilot in Excel
Available in days
days after you enroll

Frequently Asked Questions


When does the course start and finish?
The course starts now and never ends! It is a completely self-paced online course - you decide when you start and when you finish.
How long do I have access to the course?
How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 14 days and we will give you a full refund.
Can I try a course I'm interested in before I purchase a course or membership?
Absolutely. The first set of videos for each course is free. Our thinking is that this allows you to hear the teacher's voice and see the visuals. To watch a free video, just click onto the course of interest. Then click the video lesson that has the “Preview" button.
What if I have questions or problems while I'm watching my tutorial?
Should you have any problems using the system, we offer free technical support to customers. Just send an email to support@streamskill.com and we will respond promptly.
Can I get my money back if I'm not satisfied?
We offer an unconditional 14-day full money back guarantee – with no questions asked. As a result, you can rest assured that you can make your purchase in complete confidence. Our motto is “If you don't learn, you don't pay." Thanks to our 14 days risk-free offer, you can test-drive a course and make sure it's what you had in mind. We are committed to your total satisfaction!
If I register for a monthly or annual membership, will my credit card get charged automatically at the end of each pay period?
If you sign up for a monthly or annual membership, your subscription will renew automatically. Customers are welcome to cancel their recurring subscription at any time.
Will your videos work with Mac computers?
All of our courses are compatible with both Windows (PC) and Mac computers.
Will your videos work with iPhone, iPads, and Android devices?
All of our courses are compatible with iPhones and iPads and most Android devices. If you are looking to confirm that it works for you, feel free to view the free preview videos offered for each course.
Can I view your online training from any computer?
Any computer or mobile device with an Internet connection can be used for our online training courses.
Do you offer any online quizzes or testing tools?
Yes. The course tests can be used as testing tools or to earn a Certificate of Completion for a given course. The Certificate of Completion can be earned with a passing grade of 70%.
Do you offer Certificates of Completion?
Certificates of Completion are automatically generated when you complete a course, and the Test Certificates are offered as part of the online test/quiz, which accompanies the course. You will need a passing grade of 70% in order to receive a Certificate. The quizzes are based solely on course content.
Do you offer discounts for non-profits or educational institutions?
Yes, we offer 20% off discounts to non-profit, educational, and government agencies. Contact sales@SimonSezIT.com for more information.
Where is Simon Sez IT located?
Simon Sez IT is located in sunny Florida, USA.
How long have you been in business?
We started our company in 2008 with our first course for Excel 2007. Since that time, our company has published over 180 courses. Our training is used in over 180 countries worldwide.
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