Microsoft Copilot & Excel for Audit & Accounting Workflows: A Practical Hands-On Training Webinar
Overview
Excel remains central to audit and accounting work, and Microsoft Copilot can help accountants clean data, develop formulas, analyze exceptions, summarize results, and draft documentation more efficiently.
Using a realistic company case, this hands-on course takes participants from a chaotic general ledger export to management-ready reporting. Demonstrations cover data cleanup, revenue cutoff testing, variance analysis, duplicate-invoice and suspicious-vendor review, and workpaper drafting, with an accountant-focused verification debrief after every workflow. In this webinar, you’ll learn how to:
- Explain how Microsoft Copilot fits into Excel-centered audit and accounting workflows
- Use plain-language prompts to support data cleanup, formulas, exception testing, summaries, visuals, and documentation
- Apply Copilot-assisted workflows to audit, internal control, client accounting services, and monthly reporting tasks
- Select a practical pilot process that is frequent, time-consuming, and reviewable
- Apply verification, documentation, and professional-judgment safeguards to AI-generated output
Objective
To provide CPAs, auditors and finance professionals with practical methods for using Excel and Microsoft Copilot to automate recurring audit and accounting workflows while preserving evidence quality, documentation, professional skepticism, and human review.
Emphasis
- Microsoft Copilot capabilities across Excel and Microsoft 365, with a focus on practical accounting and audit workflows
- The role of effective prompting as a control point for producing reliable AI-assisted accounting work
- Building repeatable workflows that move beyond one-time tasks to sustainable process improvements
- Practical applications of Copilot for audit, accounting, financial reporting, and documentation
- Hands-on demonstrations and an instructor-led case study following an accounting workflow from raw general ledger data to management-ready reporting
- Governance, verification, documentation, and professional judgment practices for responsible AI use
- Live demonstrations showing how to:
– Clean and organize messy general ledger exports with Copilot assistance
– Generate formulas and exception testing for revenue cutoff and other audit procedures
– Summarize financial variances and create management-ready visualizations
– Identify duplicate invoices and potential suspicious vendor activity
– Draft workpapers and accounting memoranda using Copilot while maintaining appropriate professional review - Practical guidance for supervising AI-assisted work, verifying AI-generated outputs, and avoiding overreliance on automation
- Strategies for selecting high-value pilot projects that are frequent, time-consuming, and well-suited for AI-assisted workflows
- Reusable prompting techniques, workflow frameworks, and verification practices that participants can immediately apply in Excel and Microsoft 365
Speakers
Tracie Miller, PhD, CPA
Wendy Tietz, PhD, CPA, CGMA, CITP