Microsoft Copilot Training for Finance Professionals
1-day onsite Microsoft Copilot training for finance teams. Hands-on with your actual finance data — Excel analysis, month-end, FP&A, reporting, plus practical finance agents.
Frequently Asked Questions
Is our confidential financial data safe during onsite training?
We sign enterprise NDAs prior to the session, and all hands-on exercises use your organisation's approved Microsoft 365 tools under your existing tenant permissions and access controls. Your financial data remains protected within your Microsoft 365 environment. Microsoft states that Copilot prompts, responses, and Microsoft Graph data are not used to train its foundation models.
What exactly will our team have at the end of the day?
By the end of the workshop your team will have applied Copilot to real finance workflows and built at least one working finance use case during the session, on your own data. We agree the specific use case with you beforehand so it is realistic for your team.
How is this different from standard IT or Microsoft partner training?
Standard training is delivered by IT generalists who teach generic prompt writing like email summaries. Our workshops focus on building functional Copilot Agents & SharePoint Agents that automate Trial Balances, GL reconciliations, and board reporting.
What if our team members have varying levels of AI experience?
Our curriculum is structured to accommodate all skill levels. Because the 1-day session is private to your company, we calibrate the speed and exercises directly to your team's existing workflow and tooling.