This session highlights how accountants can use Microsoft 365 Copilot and AI-driven tools to reduce manual work and unlock deeper insights. We’ll focus on practical scenarios like reconciliations, fraud detection, and forecasting, all powered by Copilot’s chat and analyst capabilities.

What we’ll cover:

· Introduction to AI in Accounting – Why it matters now

· Copilot Chat for Accountants – Asking questions, summarizing, and exploring financial data

· Analyst Capabilities

• Automating reconciliations
• Detecting anomalies and potential fraud signals
• Identifying financial trends
• Forecasting cash flow and expenses

· Practical Use Cases in Microsoft 365

• Excel – Data analysis, variance reporting, modeling
• Outlook & Teams – Drafting financial communications and summarizing discussions
• PowerPoint & Word – Creating board-ready financial reports

· Prompting for Finance – Writing effective prompts for accurate results

· Best Practices – Accuracy, compliance, and validation