Microsoft Copilot Training for Finance Teams

We tailor Copilot training for finance teams around the tasks that drive their reporting cycles: drafting management accounts commentary, analysing budget variances in Excel, preparing board packs, responding to auditor requests and managing high-volume stakeholder email. Every example and exercise uses scenarios from month-end close, forecasting, audit preparation and financial reporting rather than generic business tasks.

Microsoft 365 Copilot operates within your firm's existing security boundary. It respects the permissions already in place, does not send data to external systems and prompts are not used to train AI models. Our training covers responsible use so your team understands exactly what Copilot can and cannot access.

Yes. Many of our programmes involve large parts of an organisation. Larger audiences can start with webinars that set a shared foundation, then move into smaller practical sessions built around their roles. Copilot Essentials, Copilot in Practice and Copilot Agents act as building blocks, so different groups start at the right point rather than everyone following the same route. For Microsoft 365 training, we adapt each session to the group's skill level.

Absolutely. Our training is designed for the people who use the tools every day, not IT teams or developers. If your staff can send an email, they can do our courses. We adapt to every skill level and never assume technical knowledge. That is what makes company-wide rollouts work.

Every participant receives training materials and reference guides to use after the session. For virtual sessions, you receive a recording of the training that your organisation can access for one year. We are also available for follow-up questions to make sure the learning sticks and people can apply what they have learned to their real work.

We design programmes around your organisation rather than selling from a catalogue. Discovery shapes the content, the examples, the delivery format and the pace. Every session is built around the work your people actually do and stays practical and conversational, not a presentation about AI. You work directly with the people who design and deliver the programme, not account managers or subcontractors.

Not necessarily. Copilot Essentials is designed for all staff regardless of licence level, including those using the free version of Copilot. For Copilot in Practice and Copilot Agents, attendees need a premium Microsoft 365 Copilot licence to access the features covered in those sessions. If you are unsure about your current licensing, we can help you figure that out.

Most of our sessions are two hours, which we find is the best length for focused, practical learning without fatigue. We also offer 90-minute sessions and 75-minute bitesize sessions for teams who prefer shorter, more frequent learning. Session length is flexible and depends on what works for your team and the content being covered.

Both, and often a mix of the two. Most practical sessions run on Microsoft Teams, which is flexible, easy to schedule and can be recorded. We also deliver face-to-face across the UK, along with one-to-one development, team workshops, larger webinars and follow-up clinics. We choose the format based on what each part of the programme needs to achieve and agree it with you during discovery.

It depends on what the session is for. Practical, conversational sessions work best in small groups, so targeted training runs with up to 15 people and everyone can ask questions and work on tasks from their own role. Webinars for larger audiences are useful for building awareness and a shared foundation before people move into smaller groups.