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Microsoft Copilot Accounting: Excel, 80+ Tools, 80 Prompts
2,993 students
Microsoft Copilot Accounting: Excel, 80+ Tools, 80 Prompts
Check every number: reconciliation, variance analysis, forecasting, month-end close, audit prep in Outlook, Word, Teams
Last updated 10/2026
English
English [Auto],
What you'll learn
- Take away 80+ tools in 20 downloadable resources: lecture presentations plus interactive templates, checklists, registers and review sheets
- Get our top working files: Invoice Formula Lab, Reconciliation desk, Forecast and Scenario Builder, and Audit Prep Pack
- Apply 80 unique prompts with named inputs, output formats, source checks and saved results across Microsoft 365 accounting tasks
- Build a bank and supplier reconciliation with matched rows, explained differences and a checked zero-residual bridge in Excel
- Check invoice formulas, aging boundaries, XLOOKUP matches and SUMIFS totals against the complete source register
- Prepare variance analysis in Excel, a Word reporting memo and a five-slide outline for manual transfer to PowerPoint
- Build a three-scenario forecast from named drivers and verify each monthly result against the quarter total
- Prepare a month-end close calendar, task tracker, Teams meeting action record and checked Outlook email drafts
- Map audit requests to supporting documents and extract contract amounts and dates with questions for the controller and legal reviewer
- Prepare an accounting agent passport, instructions, 18 test cases and human handoff rules; choose practice routes for your observed access
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Course content
5 sections • 11 lectures • 8h 41m total length
Requirements
- Working knowledge of your accounting tasks and Excel tables, lookup formulas and PivotTables; basic Outlook, Word and Teams skills.
- An eligible Microsoft 365 work account with company-approved Copilot Chat access for the pasted-text practice route. No additional Copilot purchase or trial is required for this route.
- A current browser to open the downloadable HTML working files, a PDF reader and Excel or an approved spreadsheet app for manual formula practice. The HTML files do not execute Excel formulas.
- Use the supplied fictional inputs or company-approved anonymous data. Follow your company policy before sharing financial, personal, payroll or bank information.
- In-app Copilot availability depends on your observed access, tenant, plan, region and language. Paid features are demonstrated. Agent Builder knowledge files may require a paid license or metered billing; preview features may be unavailable.
Description
This course contains the use of artificial intelligence
87 practical tools, 80 unique prompts and a source check beside every accounting draft.
A polished Copilot answer still needs a complete register, the right cutoff and a checked formula.
When a convincing draft meets an incomplete sourceAn invoice total can look reasonable while one aging bucket is missing. A variance explanation can reverse the meaning of a cost increase. A meeting summary can leave out an owner, and an email can state a payment status that the source never confirmed. These are concrete review problems, even when the wording reads smoothly.
A working record beside the draftThe course follows one fictional cycle-parts distributor, Zerviqel Cycle Supply, and Senior Accountant Priya Mercer. The ten artifacts connect the access map, invoice register, reconciliation, variance report, forecast, close workspace, email bank, audit pack, contract review pack and agent kit. Each file keeps the inputs, draft, check and human decision together. Every number in an output is checked against its source before reliance; this is the working rule, not a guarantee that Copilot is accurate.
Practical tools, counted without repeats- 10 standalone HTML working files: Invoice Formula Lab, Reconciliation desk, Forecast and Scenario Builder, Audit Prep Pack and Accounting Agent Kit.
- 77 fillable working parts inside those files. Registers and maps include the invoice Register, customer master, audit Requests, request-to-document Mapping and contract Amounts and dates.
- Calculation and review parts include the Formula lab, Boundary tests, Bank bridge, Calculations and Quarter review. Each is counted once as a working part, rather than once per row, formula or screenshot.
- Document and coordination parts include the Word Memo, five-slide Slide plan, close Calendar, Status message and controller Questions. Email scripts remain inside Drafts and do not add eight more tools to the count.
- 80 unique copyable prompts: invoice-formula requests, reconciliation reviews, variance explanations, Outlook email drafts and contract-summary requests. The combined library in the final lesson repeats these same IDs and adds no new prompts.
Mike is a founder, manager and teacher who manages his company’s budgets, reports and work with its accountant. He is the author of about 200 books on Amazon and has 1,800,000+ course enrollments and 170,000 students on Udemy. His role here is to explain Microsoft’s documented product workflows and provide practical working files. He does not claim an accounting qualification or a career as an accountant.
The course routeFirst, the access map and data rules establish the permitted route. Then Excel carries the invoice formulas, bank and supplier reconciliation, variance analysis and driver-based forecasting. Next, the close workspace and Outlook drafts connect the calculations to team communication. Word and Copilot Chat support the audit document pack and contract fact summary. Finally, the agent kit closes the course with instructions, tests, referral rules and the full prompt library.
Copilot demonstrations use mockup screens rebuilt from Microsoft’s public documentation; the real interface and workflow may differ. Copilot responses and business data are illustrative fictional examples. The pasted-text Chat route supports practice without an additional Copilot purchase where an eligible work account and company policy permit it. Paid features are demonstrated and preview availability varies. Agent Builder knowledge files are not promised free: paid licensing or metered billing may apply. The core PowerPoint output is an outline for manual transfer, and the close tracker includes a manual Planner handoff.
Accounting judgment stays with your controller. Contract work records stated facts and questions for legal review. Accounting standards, tax advice, audit opinions and qualification or Microsoft exam preparation are outside the scope. This is an independent course, not affiliated with or endorsed by Microsoft.
What is included- 10 lessons and 10 practical assignments using the connected fictional business case.
- 20 downloadable resources: 10 PDF lecture presentations and 10 interactive HTML working files, containing the 87 tools and 80 unique prompts.
- Lifetime access to all course materials.
- Active instructor support in Q&A.
- A Udemy Certificate of Completion.
The next invoice check, close update or document request is a useful starting point. Choose one permitted input, keep the source beside it and record the check before the draft moves forward. Enroll now and start your first lesson today.
Who this course is for:
- Accountants using Microsoft 365 who need checked drafts for invoice formulas, reconciliation, reporting and month-end close.
- Accounts payable and accounts receivable specialists preparing invoice checks, supplier replies and staged payment reminders.
- Financial analysts building variance explanations and driver-based forecasts from accounting inputs they already understand.
- Controllers reviewing sources, formulas, exceptions, audit request packs and contract facts before approving an output.
- Finance managers coordinating a team of 4–15 in a company of 50–1000 employees and introducing Copilot into existing work.