FP&A on Microsoft Copilot - fast track
Finance teams already paying for Microsoft 365 Copilot who want measurable productivity gains in Excel, Outlook, and Teams.
By the end of this path
You will (1) run three Copilot patterns in Excel (forecast review, variance call, board-deck draft), (2) ship a 5-prompt FP&A pack your team uses unchanged, and (3) be ready for Aicon's FP&A free course.
Your progress
Walk the path
- 1L0 · Untouched5 minComing soonYour first question on Microsoft
Why: First-run with Copilot - the working surface for FP&A.
- 2L2 · Aware10 minComing soonWhere your data goes on Microsoft
Why: Your CFO will ask this on day one - have the answer ready.
- 3L3 · Daily user10 minComing soonDaily workflow on Microsoft - 3 things to do this week
Why: The three things to do in Copilot this week.
- 4L3 · Daily user12 minComing soonDaily AI workflow for top financial services roles
Why: Finance-specific daily flows that translate to FP&A.
- 5L4 · Crafted user10 minCrafted prompts on Microsoft
Why: Structured-prompt patterns Microsoft itself documents.
- 6L4 · Crafted user15 minComing soonBuild your prompt library
Why: Your 5-prompt pack lives here - reusable, shareable, audit-able.
Graduates into
Finish this path and you are ready for AI Fluency 30 Days - FP&A Edition.