Microsoft 365 Copilot for finance teams: a practical guide
A free guide for finance teams and accountancy practices. Where Copilot helps with reporting, forecasting and client communication, and how to keep the numbers and client data safe.
- 11 pages, written by Martin
- Twelve everyday uses, each with a prompt to try
- Honest about accuracy and confidentiality
Free guide
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- What Copilot is, and which version you actually need
- A readiness checklist for client and financial data
- Uses in reporting, planning, audit prep and client work
- Rules for accuracy, confidentiality and professional duties
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Who it's for
Written for three kinds of reader
Finance directors and managers
You are drowning in month-end reporting and commentary, and want to know what Copilot can and cannot be trusted with.
Practice partners and office managers
You want your team spending time on clients and advice, with clear rules on confidentiality.
Bookkeepers and finance assistants
You spend hours cleaning data, chasing and summarising, and want practical prompts to try.