Copilot in Excel
for Finance Teams
(Live Online Workshop)
Bottom line: Copilot for finance training built specifically around Excel: 2 hours, live online, hands-on, up to 20 people, from $2,110 / €1,820.
Copilot in Excel is money on the floor. That is not a marketing line, it is what I actually think after watching finance teams spend hours doing by hand what Copilot can do in minutes, on their own spreadsheets, in front of me. (The look on someone's face the first time it saves them a real hour, not a demo hour, is worth the session on its own.)
Where the time actually goes
Most copilot for finance training gets folded into a generic company-wide workshop, where the demo is an email draft and a meeting summary, and finance sits there waiting for something that applies to a spreadsheet. Finance does not live in Outlook. Finance lives in Excel, and a generic Copilot session mostly wastes finance's time.
Every week, a controller reconciles a file by hand that Copilot could pull apart in minutes. That's a licence sitting there doing nothing, for the one team that would actually get the most out of it.
I have no commercial interest in Microsoft. I say this line about Excel because I have watched it happen in the room, not because I get anything extra for saying it.
Is this a real, focused finance session
Yes. This is a live online Team Workshop built around Excel and finance workflows specifically, not a generic app tour with one Excel slide dropped in. Copilot for finance training, from $2,110 / €1,820, up to 20 people, 2 hours.
What we cover in Excel
I will not list invented feature names here, because half of what gets promised in Copilot marketing decks does not survive contact with a real, messy spreadsheet. What I can tell you honestly, in plain terms: Copilot in Excel can help pull numbers and patterns out of a large or messy workbook, help build and explain formulas from a plain description of what you are trying to calculate, and produce a written summary of what a spreadsheet actually says for someone who will never open the file themselves.
Microsoft has been adding finance-oriented capability to Copilot in Excel over the past year. That's exactly why copilot in Excel for finance deserves its own session, not a shared slot in a general workshop. I will show you what is genuinely useful on the day, on your own file, rather than promise a feature list today that might be half wrong by the time you book.
01Making sense of a messy workbook
Pulling structure and patterns out of a spreadsheet that has grown for 3 years with no one cleaning it up, which describes most finance workbooks I have ever opened.
02Building formulas from a plain description
Describing what you want calculated in normal language and getting a working formula back, then understanding why it works, not just copying it in.
03Writing the summary nobody wants to write
Turning a dense tab of numbers into a short written explanation for the person who needs the conclusion, not the spreadsheet.
A hands-on copilot excel workshop, not a lecture
I ask for a few real workbooks before the session (with sensitive figures removed), and the session runs on them, not on a fictional budget template nobody in the room recognises. Everyone opens Excel and works through it live. This is a copilot excel workshop, not a slide deck with screenshots of someone else's spreadsheet.
(I have run the version of this with the screenshots. It gets polite nods and nothing changes. Hands on real files is the only version that survives past the following Monday.)
Who it is for
FP&A analysts, controllers, finance business partners, anyone whose job is genuinely built around Excel rather than someone who opens it twice a month. No prior AI knowledge is required. If you already know your way around a pivot table and a formula, you already have everything you need to start.
It is capped at 20 people, hands-on, because above that I cannot actually get to everyone who gets stuck. For a whole finance department larger than that, I run it in more than one group.
Price and how to book
Last updated September 2026. The finance workshop runs from $2,110 / €1,820, up to $3,160 / €2,730 depending on customisation and group size, for up to 20 people, live online, 2 hours, hands-on. Sessions are scheduled for Europe and US East afternoons, 15:00 to 19:00 Israel time. Leave your details below and I will call you back to talk through which real files to prep for the session.
Questions I get about this workshop
Can Copilot training focus specifically on finance and Excel?
Yes. This is a live online Team Workshop built around Excel and finance workflows specifically, from $2,110 / €1,820, not a generic app tour with a finance team sitting through Outlook and Teams demos that do not apply to their job.
What can finance teams actually do with Copilot in Excel?
In general terms: pull structure and patterns out of a messy workbook, build and explain formulas from a plain description, and turn a dense tab of numbers into a written summary for someone who needs the conclusion. Small tasks, done constantly, which is exactly why they add up for a finance team.
Is prior AI knowledge required?
No. If you already know your way around a pivot table and a formula, you already have what you need. The session starts from where finance actually is, not from a beginner's AI 101.
How is this different from a generic Copilot workshop?
A generic workshop spreads its time across Word, Outlook, Teams and Excel for a mixed audience. This copilot excel workshop spends the entire 2 hours on Excel, on your own team's real files, because finance's whole job lives in one app, not four.
How much does it cost?
From $2,110 / €1,820 for up to 20 people, 2 hours, live online, hands-on.
Bring your real spreadsheets. We will start there.
Copilot in Excel is money on the floor, and this is where you pick it up. Leave your details and I will call you back. A first call takes 30 to 45 minutes, and by the end you will know what files to prep and roughly when we can run it. No deck, no obligation.