Copilot for Finance: Month-End Without the Late Nights

Learning Objectives

• Use the RCR framework and 5W1H checklist to brief Copilot Chat for finance tasks.
  
• Use conversational prompting when a finance request is too complex to describe in one prompt and distinguish company-data answers from public-web answers.
  
• Turn scattered finance sources into a structured month-end report in Word.
  
• Create an executive summary for management and revise specific report sections without disturbing the rest.
  
• Analyse month-end data in Excel, generate formula columns from plain English, and validate suggested formulas before accepting them.
  
• Clean exported finance data by removing duplicates, standardising inconsistent labels, and converting text-formatted figures.
  
• Generate a board presentation in PowerPoint from the completed month-end report and refine it slide by slide.
  
• Audit recurring finance work and rebuild one month-end task end to end using Copilot.