Weel presents David Fortin, CPA and Microsoft MVP, on what Copilot can really do for your finance team.
Copilot is already in your Excel, Outlook and Teams. David walks through the finance workflows it handles well today, from variance commentary and month-end checks to agents that do the legwork for you.
CPA, Microsoft MVP and LinkedIn Learning instructor
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A session David presented at our CFO Summit earlier this year.
Six things you can put to work in your own finance team.
What the Copilot Chat in your Microsoft 365 does today, what the paid licence unlocks, and whether it's worth the spend.
Turn a budget vs actuals export into commentary your management team will read, right inside Excel.
Clean ledger exports, flag reconciliation gaps and write the formulas you'd normally Google.
Catch up on a 40-email thread in seconds and turn a Teams discussion into board pack commentary.
Microsoft's built-in agents for research and analysis, plus a simple finance agent you can build without code.
How to set up the Copilot you already have to run your close and reporting.
Whether you're already using Copilot or weighing it up, this is your chance to see what it can do for finance. After our Claude masterclass, Copilot was the most requested follow-up. Join Microsoft MVP David Fortin and host Damon Hauenstein, Weel's CFO & COO.
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