M365 Copilot for Finance
Data Validation, Financial Insight, and Decision Support Using AI
Data Validation, Financial Insight, and Decision Support Using AI
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M365 Copilot for Finance is a half-day, scenario-based workshop that teaches finance professionals how to prompt Microsoft Copilot effectively, prepare and analyse data inside Excel, and apply disciplined judgement to financial outputs before using the Researcher agent to scale research once the fundamentals are in place.
Participants learn how to use Copilot in Excel to support analysis, commentary, and financial recommendations while maintaining accountability for data quality and output accuracy. Skills are applied across realistic finance scenarios involving data preparation, validation, financial analysis, and executive decision support.
Who should attend: Finance managers and finance business partners, financial analysts and accountants, FP&A and commercial finance teams, and anyone responsible for financial analysis, reporting, or recommendations.
By the end of this course, you will be able to:
Access to Microsoft 365 Copilot is recommended. Working knowledge of Excel and basic finance concepts. No prior AI, prompting, or Researcher experience is required.
We currently have no public courses scheduled. Please contact us to register your interest.
We currently have no public courses scheduled. Please contact us to register your interest.
We currently have no public courses scheduled. Please contact us to register your interest.
We currently have no public courses scheduled. Please contact us to register your interest.
We currently have no public courses scheduled. Please contact us to register your interest.
We currently have no public courses scheduled. Please contact us to register your interest.
We currently have no public courses scheduled. Please contact us to register your interest.
We currently have no public courses scheduled. Please contact us to register your interest.
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Prompting Effectively with Copilot
Why vague prompts create misleading financial outputs
The Goal-Context-Sources-Expectations prompt model
Using constraints to control scope and assumptions
Preventing fabricated numbers or implied certainty
Refining a prompt once, then validating manually
Data Preparation and Initial Analysis
Reviewing raw financial data
Cleaning and structuring data (tables, headers, consistency)
Identifying gaps, anomalies, and assumptions
Preparing the workbook so Copilot can operate correctly
Output: prepared Excel dataset with documented assumptions
Analysis and Financial Commentary
Using Copilot in Excel to generate calculations, summaries, or trends
Verifying formulas and results
Drafting financial commentary that reflects validated findings
Avoiding over-statement or unsupported conclusions
Output: validated analysis with draft financial commentary
Financial Recommendations and Options
Developing alternative financial scenarios or approaches
Assessing trade-offs (cost, cash flow, risk, timing)
Using Copilot to structure options, not decide them
Output: financial recommendation outline
Executive Decision Support
Presenting multiple financial options clearly
Making assumptions, risks, and dependencies explicit
Drafting executive-ready justification language
Output: executive finance options summary
Researcher Agent: Scaling Finance Research After the Fundamentals
Why Researcher is not a replacement for financial analysis
When Researcher is appropriate (market conditions, benchmarking, regulatory scanning)
How to translate manual finance research steps into a Researcher task
Responding to Researcher clarification questions
Reviewing and validating Researcher outputs before use
What is this course about?
M365 Copilot for Finance is a half-day, scenario-based workshop that teaches finance professionals how to prompt Microsoft Copilot effectively, prepare and analyse data inside Excel, and apply disciplined judgement to financial outputs before using the Researcher agent to scale research once the fundamentals are in place. It focuses on data validation, financial insight, and responsible AI use across finance work.
Who should attend this course?
This course is suited to finance managers and finance business partners, financial analysts and accountants, FP&A and commercial finance teams, and anyone responsible for financial analysis, reporting, or recommendations. No prior AI or prompting experience is required.
What will I be able to do after completing this course?
You will be able to write clear, effective prompts using a repeatable structure, prepare Excel data so Copilot can work reliably, validate Copilot-generated formulas, calculations, and insights, separate assumptions from evidence in financial analysis, apply prompting discipline across finance workflows, recognise when deeper research is required, and use the Researcher agent to scale finance research responsibly.
What is the Researcher agent and when is it introduced?
The Researcher agent is a Microsoft 365 Copilot capability that can accelerate finance research tasks such as market condition reviews, benchmarking, and regulatory scanning. It is introduced only after participants have demonstrated that they can prepare data, validate outputs, and analyse results themselves, ensuring it is used to support financial judgement, not replace it.
Do I need any prior AI or Copilot experience?
No prior AI, prompting, or Researcher experience is required. Working knowledge of Excel and basic finance concepts is expected. Access to Microsoft 365 Copilot is recommended to get the most from the hands-on exercises.
How long is the course and how is it delivered?
The course runs for half a day (3.5 hours). It is delivered instructor-led, either in-person or live online, and is scenario-based and hands-on throughout.
What scenarios are covered in the course?
The course includes realistic finance scenarios covering data preparation and initial analysis, financial commentary, financial recommendations and options, and executive decision support. Each scenario produces a practical output that participants can immediately apply in their role.
Will there be practical exercises?
Yes. The entire course is scenario-based and hands-on. Participants work through realistic finance situations and leave with practical outputs including a prepared Excel dataset with documented assumptions, validated analysis with draft financial commentary, a financial recommendation outline, an executive finance options summary, and a repeatable prompting framework they can apply immediately.
Is there a certificate upon completion?
Yes. You will receive a Nexacu Certificate of Completion to verify your skills with Microsoft 365 Copilot for Finance. It is ideal for sharing on LinkedIn or adding to your professional development record.
Can this course be delivered for my team or organisation?
Yes. This course is available as a private, customised session for teams and organisations. Contact Nexacu to discuss group bookings, tailored scenarios, or workplace training options.
Microsoft Copilot Training in Remote Online
View Dates Copilot for M365 Learn how to use Copilot across Word, Excel, Outlook and more. Get hands-on with AI-powered tools to boost productivity and streamline everyday tasks.
Copilot for ExcelUse Copilot to analyse data, write formulas, build dashboards and automate reporting. Make Excel smarter, faster and easier.
Copilot for Outlook and TeamsWork smarter in Outlook and Teams. Learn how Copilot helps you manage emails, plan meetings and collaborate more efficiently.
Copilot for PowerPointTurn ideas into polished presentations with AI. Learn how to draft slides, enhance visuals and create content using natural language.
Copilot for WordWrite, edit and summarise documents faster with Copilot. Save time and improve quality using AI in Microsoft Word.
Microsoft Copilot Studio: Building AI AgentsIn this intermediate Power Apps training course, you’ll work with canvas components, collections, and Power Automate integrations.
Copilot for Customer ServiceRespond faster and smarter with Copilot. This scenario-based workshop builds prompting skills and service judgement for customer-facing roles.
Copilot for SalesResearch smarter and sell with more confidence using Copilot. This scenario-based workshop builds prompting, discovery, and research skills for sales-focused roles.
Copilot for OperationsPlan, coordinate, and respond with more clarity using Copilot. This scenario-based workshop builds prompting, operational thinking, and decision support skills for operations-focused roles.
Copilot for MarketingPlan, create, and refine marketing work with more confidence using Copilot. This scenario-based workshop builds prompting, research, and campaign decision support skills for marketing-focused roles.
Copilot for Legal ServicesDraft, review, and analyse legal material with more confidence using Copilot. This scenario-based workshop builds prompting, legal reasoning, and decision support skills for legal-focused roles.
Copilot for HRResearch, advise, and communicate with more confidence using Copilot. This scenario-based workshop builds prompting, HR reasoning, and decision support skills for HR-focused roles.
Microsoft Copilot Training in Remote Online
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