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Microsoft Copilot for Finance: 80+ Tools, 110+ Prompts
541 students
Microsoft Copilot for Finance: 80+ Tools, 110+ Prompts
Use 80+ tools and 110+ prompts for budgeting, forecasting and FP&A reporting in Microsoft 365 Excel, Word and PowerPoint
Last updated 10/2026
English
English [Auto],
What you'll learn
- Take away 80+ tools in 20 downloadable resources: lecture presentations plus interactive HTML planners, calculators and templates
- Get our top working files: Driver Budget Builder, Rolling Forecast Builder, 13-week Cash Planner and Board Pack Builder
- Adapt 110+ unique Copilot prompts to your financial data, then check the formulas, periods, units and source totals before sharing
- Build a driver budget in Excel with Copilot and prepare owner requests, objection replies, a CFO memo and a budget version log
- Update a 12-month rolling forecast with Base, Downside and Upside scenarios, keeping the financial-year outlook separate
- Prepare a 13-week cash forecast with receipt timing, payments, minimum balances, funding gaps and actions for the lowest week
- Review channel margins, price-volume-mix changes and subscription CAC, LTV and customer payback using checked inputs
- Turn closed actuals into a management report with KPI variances, driver comments, an executive flash and meeting actions
- Check project NPV, IRR and payback in Excel, and write a decision memo that separates project economics from funding questions
- Assemble a board and investor pack, then create a ten-slide financial story in PowerPoint with charts, speaker notes and Q&A
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Course content
5 sections • 11 lectures • 8h 42m total length
Requirements
- Basic budgeting, forecasting and management-reporting knowledge, plus confidence working with formulas and tables in Excel.
- A modern browser to open the 10 HTML files containing 80+ tools and 110+ prompts. These files work offline and do not run Copilot.
- An eligible Microsoft 365 work account with Copilot Chat for the Chat practice route. Confirm your access label and company settings.
- Check native Copilot access in Excel, Word, PowerPoint, Outlook and Teams. Some demonstrated features require a paid license; no trial is required.
- Use the fictional example or approved anonymized inputs. Have a spreadsheet app for manual formula practice and enough English to follow the materials.
Description
This course contains the use of artificial intelligence
A polished Copilot answer still needs a finance owner who can defend its numbers.
87 reusable tools and 112 unique prompts connect the budget, cash forecast and board story to the same financial inputs.
A budget workbook, a forecast update and a management presentation can each look convincing while using different periods or assumptions. A closing cash balance can hide a low point several weeks earlier. A confident paragraph can repeat the wrong total, and a slide can lose the sign that changes the decision.
The practical result is a connected set of working documents: a budget with checked formulas, a forecast with named assumptions, a weekly cash view, a management report and a board narrative. Each result carries its source, period and review, so the next conversation starts with an explainable number.
Mike is a founder and business leader who manages the finances of his own company. His teaching background includes 1,800,000+ course enrollments on Udemy and authorship of about 200 books on Amazon. The focus here is practical work with Microsoft Copilot, supplied financial methods and review by the person responsible for the decision.
What is inside: 87 tools, with prompts counted separately- 10 standalone interactive HTML working files: Driver Budget Builder, Rolling Forecast Builder, 13-week Cash Planner and Board Pack Builder.
- 22 calculation and comparison sections: Monthly P&L, Scenario comparison, Cash and Valuation.
- 18 document and communication templates: Owner requests, CFO memo, Management flash and Speaker notes.
- 15 input forms, registers and action records: Access map, Data rules, Version log and Assumptions.
- 11 review sections: Budget Formula review, cash minimum checks, project NPV checks and presentation number checks.
- 11 prompt libraries and builders: the access Prompt builder, budget Prompts, rolling-forecast Prompts and financial-story Prompts.
- 112 unique full prompts, separate from the tool total: owner objections, cash timing, margin explanation and board questions.
The 77 working sections sit inside the 10 HTML files. These are forms, calculations and documents to fill in; explanatory models are not added to the advertised count. Repeated demonstrations and the final imported prompt index do not create more tools or prompts. The HTML files save entries locally, copy text and print to PDF; they do not call Copilot or create Excel workbooks or PowerPoint files.
Where the tools fitFirst, the access map and driver budget put the data, app and formula checks in place: 16 tools. Budget approval and rolling forecast then connect owner requests, review decisions, scenarios and assumptions: 19 tools. Cash flow and margin analysis bring the timing of money and customer economics into view: 18 tools. The management report and equipment appraisal organize reporting, cost analysis and a proposed financial decision: 18 tools. Finally, the board pack and financial story connect executive communication, investor updates and presentation notes: 16 tools.
The ten final artifacts are a finance Copilot access map; annual driver budget; budget approval pack; rolling forecast with scenarios; 13-week cash forecast; margin and customer-economics review; management report after month-end close; investment appraisal and decision memo; board and investor pack; and a ten-slide financial story in PowerPoint.
Qavrenica Specialty Coffee is the fictional example throughout: a specialty coffee roaster with B2B sales, online subscriptions and four cafés. Its budget, rolling forecast, cash, margin, closed-period report, new roasting line, board pack and presentation use example numbers rather than real company data. Close activities here mean FP&A reporting after the books have closed.
How the practice worksStep-by-step Copilot screen demonstrations use mockups rebuilt from Microsoft's public documentation. The real interface and workflow may differ. The main demonstrations use a Microsoft 365 Copilot license; some functions require paid access, and availability varies with the app, organization, region and language.
With the relevant Copilot access in Excel, practice takes place in the app. With eligible Copilot Chat access, the alternative uses pasted text or an uploaded file and manual transfer of checked formulas or text. Copilot Chat access alone does not promise in-app editing or every feature. No mandatory trial is part of the course.
Standard Excel forecasting and valuation formulas remain Excel tools that Copilot helps assemble, explain and check. Finance Agent is introduced for context only. Bookkeeping, reconciliation, accounts payable or receivable, audit, contracts, tenant administration, Copilot Studio, ERP integration and agent deployment are outside the practice. Examples are educational, with no investment, tax, accounting or legal advice.
This is an independent course, not affiliated with or endorsed by Microsoft.
What's included- 10 lessons with step-by-step application demonstrations and practical assignments.
- 20 downloadable resources: 10 lecture presentations in PDF and 10 interactive HTML working files.
- 80+ tools and 110+ unique prompts, with named tools listed in every lecture description.
- Lifetime access to the purchased course materials.
- Active instructor support in Q&A.
- A Udemy Certificate of Completion.
The next budget review or board meeting will still need figures you can explain. Start with one recurring task, one approved input and one prompt whose output you can check.
Enroll now and start your first lesson today.
Who this course is for:
- Financial analysts and FP&A analysts who want 80+ reusable tools and 110+ Copilot prompts for budgets, forecasts and reporting.
- Finance managers responsible for cash visibility, margins, budget approval and clear financial explanations to executives.
- Controllers translating already-closed actuals into management reporting, KPI comparisons and a financial-year outlook.
- CFOs leading finance teams of 3–10 in Microsoft 365 companies with 80–500 employees, without a dedicated BI or development team.
- Finance business partners preparing owner requests, board papers, investor updates and financial presentations in PowerPoint.