Copilot for Finance
On-Demand Course

Are you ready to revolutionize your month-end financial close and harness the power of AI-driven insights?

Copilot is a gamechanger for the month-end financial close process and is an essential AI technology that financial professionals should master to futureproof their careers.

Hosted By Dan Stockdale
Lead Facilitator, UK, Europe & US

Watch Copilot in Excel overview

Copilot for Finance Course Overview

Copilot for Finance is an innovative AI-driven course that aims to revolutionize the month-end financial close process. By harnessing the power of artificial intelligence, this course provides actionable financial insights and predictions, utilizing predictive analytics to forecast financial trends and identify potential risks. One of the key focuses of the course is intelligent reporting, where it generates comprehensive financial reports that reduce ambiguity and enhance decision-making.

This course directly addresses common challenges faced by finance professionals, such as Excel user ambiguity, complex data analysis, and delayed or limited insights. It eliminates these issues by providing AI-driven insights in a user-friendly manner, making advanced data analysis accessible to all participants, regardless of their technical expertise. Moreover, the course delivers real-time insights, ensuring that finance professionals have access to the latest information.

By equipping finance professionals with the skills to effectively leverage AI technology, Copilot for Finance is designed to future-proof finance careers. With its emphasis on AI-driven insights and predictive analytics, this course empowers finance professionals to make informed decisions, streamline financial processes, and drive success in an increasingly data-driven world.

Who the Copilot for Finance course is for

Finance Professionals: The Copilot for Finance course is tailor-made for finance professionals looking to elevate their financial acumen and analytical skills. Whether you're involved in budgeting, financial analysis, or financial reporting, this course equips you with the knowledge and tools to excel in your role. Learn to navigate financial data, create insightful reports, and automate repetitive tasks, allowing you to work more efficiently and make data-driven decisions. This course is designed to enhance your financial skill set and empower you to excel in the competitive finance industry.

Finance Leaders: For finance leaders, understanding and mastering the Copilot for Finance course is crucial to making well-informed decisions and effectively leading financial teams. This course provides you with the ability to harness advanced financial analytics, automate complex financial processes, and transform data into actionable insights. As a CFO, finance manager, or financial controller, this course will equip you to lead with confidence, streamline financial operations, and drive strategic financial decisions that impact your organization positively.

Data Analysts: Data analysts play a vital role in finance, and the Copilot for Finance course offers valuable insights and skills to data professionals. You will learn to navigate financial data more effectively, automate data extraction, and create advanced financial models. This course empowers you to explore and visualize data, enabling you to provide meaningful insights and support data-driven decision-making within the finance domain.

After completing this course, you will be able to:

The Skills You’ll Learn on the Copilot for Finance Course

AI Integration:

Integrate AI into your month-end close, leveraging algorithms and machine learning to automate analysis and generate insights.

Data Preparation:

Master data prep for AI, ensuring accuracy and compatibility with AI algorithms, emphasizing data quality and integrity.

AI-Driven Insights:

Harness AI for actionable insights, analyzing complex data and generating predictions for data-driven month-end decisions.

Automation Techniques:

Discover AI-driven automation for tasks like data entry, reconciliation, and reporting, saving time and reducing errors.

Predictive Analytics:

Develop expertise in using AI for forecasting financial trends and risk identification.

Real-Time Monitoring:

Utilize AI for real-time monitoring, anomaly detection, and proactive action.

Cloud Computing:

Discover cloud tech for efficient, cost-effective financial data storage, processing, and analysis.

Decision Support:

Interpret AI-generated insights for informed decisions during the month-end close.

Why Copilot?
Your revolutionary AI-driven insight generator.

Copilot revolutionizes the world of finance by embodying AI’s potential. This AI-driven insight generator transforms complex financial data into actionable intelligence, streamlining operations and aiding in informed decision-making.

With cutting-edge AI technology, Copilot leverages predictive analytics to provide valuable insights, reducing manual tasks and eliminating ambiguity. It’s a leap forward in financial data analysis, making it essential for professionals seeking a competitive edge.

By choosing Copilot, you embrace a future where AI becomes an indispensable partner, delivering transformative insights that redefine how you work with financial data. Embrace the power of AI and unlock new possibilities with Copilot.

Is Your Business Ready for AI?

Copilot: AI-Powered Financial Insights

Key Features

AI-Driven Insights

Copilot harnesses the power of AI to provide actionable financial insights and predictions.

Predictive Analytics

Utilize predictive analytics to forecast financial trends and potential risks.

Intelligent Reporting

Copilot generates intelligent financial reports, reducing ambiguity and enhancing decision-making.

Issues Solved

Excel User Ambiguity

Copilot offers clarity by providing AI-driven insights in a user-friendly manner.

Complex Data Analysis

Advanced data analysis becomes accessible, enabling finance teams to extract valuable insights from complex datasets.

Delayed & Limited Insights

Copilot delivers real-time insights, eliminating delays and offering a broader range of actionable information.

Meet Your Instructor

Dan Stockdale
Lead Facilitator
UK, Europe and US

Hi, I’m Dan Stockdale.

I’m a Power BI Online Trainer who also works as a Financial Modeller for London Business School. I’m an ex-PwC consultant specializing in strategic, operational and financial modelling.

I’ve delivered management accountant, financial analyst and commercial analyst roles at BBC Worldwide, WPP, Vue Entertainment and DAZN.

I am CIMA qualified and currently train finance professionals across the globe through a number of market leading financial training institutions.

Ready to Automate Your Financial Reporting?

Get the Copilot for Finance On-Demand Course Now as Part of the Automation Accelerator

(4-course bundle)

$1295 / €1150 / £995