Microsoft 365 Copilot for Finance & Accounting
Finance and accounting professionals use their Copilot licence for Excel analysis, reporting and reconciliations, and check every number against source. In 45 minutes and four assessed units, your finance team learns how Copilot helps with real finance tasks, how to prompt it for finance work, and why verification is the one habit that matters most.
- Easy-to-follow course
- 4 quizzes at 80% in every course
- Narration and captions on every screen
- Written and fact-checked in 2026
Watch the introduction, then see the interactions your learners will use.
One licence for your LMS, 12 months, for the learners you buy for, delivered as one SCORM package. Priced per learner, with volume discounts.
What your team will learn
Upon course completion, employees will gain a full and clear understanding of:
- What Microsoft 365 Copilot is and how it draws on your own data, in a finance context
- How to use Copilot for practical finance tasks including Excel analysis, reporting and reconciliations
- How to write clear, finance-specific prompts, naming exact ranges, tabs and sources
- What agents are, at a high level, and where they might help with repetitive finance workflows
- How to apply a consistent verification habit to every Copilot-assisted number before relying on it
- What Copilot should never replace: audit, reconciliation controls, regulatory sign-off and professional judgement
Who it is for
Written for finance. No technical background is needed, and nothing in it assumes a previous course.
This course from Blocknorth shows finance and accounting professionals how to actually use their Microsoft 365 Copilot licence day to day. No technical background is needed: you will learn how Copilot helps with Excel analysis, reporting and reconciliations, how to prompt it well for finance tasks, and why checking every number against source is the one habit that matters most.
Course contents
4 units. Each ends with a 10-question quiz; 8 correct unlocks the next unit.
Copilot for Finance and Accounting
- What Microsoft 365 Copilot is, and the free versus licensed distinction
- Where Copilot appears across Excel, Outlook, Teams, Word and PowerPoint
- How Copilot draws on your own data through Microsoft Graph, and what it can and cannot see
- Why accuracy matters more in finance than in most roles
Copilot in Your Finance Tasks
- Understanding a spreadsheet you did not build, and getting formula help in plain English
- Building analysis, charts and management reports faster
- Using Copilot to help with reconciliation work, and exactly where the line sits
- Summarising financial documents, contracts and statements
Prompting Copilot for Finance Work
- The four ingredients of a strong finance prompt: goal, context, source and format
- Naming exact ranges, tabs and sources precisely
- Checking a formula's explanation before you trust it, and refining an analysis
- What agents are, at a high level, and when one might help
Accuracy, Verification and Trust
- Why every Copilot-assisted number must be checked against source
- What hallucination means, and what it looks like in a financial context
- What Copilot should never replace: audit, reconciliation controls and regulatory sign-off
- Data security for financial and personal data, and building the habit across a team
Details
| Length | About 45 minutes, self-paced, resumes where the learner left off |
|---|---|
| Format | SCORM 1.2 package. Runs in any conformant LMS (Moodle, Cornerstone, Docebo, SAP SuccessFactors, TalentLMS and others) |
| Assessment | 4 unit quizzes, 10 questions each, 80% to pass. Score and completion reported to your LMS |
| Accessibility | Optional narration and captions on every screen, keyboard navigation, responsive on PC and tablet |
| Language | UK English |
| Publisher | Blocknorth |
| Written and fact-checked | In 2026, reviewed each quarter |
What a licence includes
One licence for your LMS, 12 months, for the learners you buy for, delivered as one SCORM package. Priced per learner, with volume discounts.
See pricing →Questions buyers ask
Will it run in our LMS?
Yes, if your LMS supports SCORM 1.2, which almost every LMS does. You upload one zip file, assign it, and completions and scores report back automatically. We confirm compatibility for your platform before you buy, and the free sample package lets you test it in place.
Can we try it before we buy?
Yes. Ask for the free sample package and you will have Unit 1 of a foundation course as a real SCORM 1.2 file, so you can check it runs in your own LMS. Request it with the form below and you will have it within 1 working day.
What do we receive?
The SCORM package, a one-page quick-start for your LMS administrator, the course listing sheet for your catalogue, and preview images. Updates to the course during your licence are supplied at no charge.
How does a licence work?
You licence the course for the learners you buy for, for 12 months, on your own LMS, and you receive one SCORM package. Pricing is per learner with volume discounts as your numbers grow, and we licence from ten learners upwards.
Where teams go next
Microsoft 365 Copilot for Business 101
Microsoft 365 Copilot for HR & People Teams
Microsoft 365 Copilot for Managers & Leaders
Microsoft 365 Copilot for Sales Teams
Read: Microsoft 365 Copilot Adoption: Why Seats Sit Unused 5 minute read
Request a quote or the sample package
Tell us the course and roughly how many learners. You will have a quote, or your sample package, within 1 working day.
Prefer email? sales@businesstechnologytraining.com