40+ Copilot Prompts for Finance Professionals

Introducing the Financial Services Copilot Starter Prompts Toolkit

In today’s fast-paced financial landscape, professionals are expected to deliver insights faster, stay compliant, and make smarter decisions—all while managing increasing complexity. This toolkit is your launchpad into the world of AI-powered productivity, offering a curated set of prompts that help you harness Microsoft Copilot across Excel, Word, Teams, PowerPoint, and more. Whether you're reconciling transactions, forecasting revenue, or drafting compliance reports, this toolkit helps you do it better, faster, and smarter.

What’s Inside?

Built by practitioners who’ve tamed complex financial terrain with Microsoft Copilot, this resource catapults your workflows from routine to revolutionary. You'll find real-world use cases, day-in-the-life scenarios, and prompt templates that span various finance roles' tasks. Learn how to:

• Automate reporting and data analysis
• Summarize financial documents and meetings
• Draft strategic communications and presentations
• Integrate Copilot with organizational and external data sources

Why it Matters

• Instant AI Fluency: Skip the trial‑and‑error. Plug in proven Copilot prompts that move the needle on cash‑flow analysis, audit preparation, risk modelling, and more.
• Precision & Compliance: Craft flawless compliance reports and board‑ready presentations in seconds—every formula, footnote, and policy reference locked down.
• Real‑Time Insight: Transform raw data into strategic recommendations with natural‑language queries across Excel, PowerPoint, Teams, and Word.

Who Should Use This?

This toolkit is ideal for:

• Financial Analysts and Accountants
• Finance Managers and Controllers
• Client Advisors and Portfolio Managers
• Risk, Audit, and Compliance Professionals

Ready to get started?

Download the Financial Copilot Starter Prompts Toolkit now and unlock AI‑powered efficiency across Microsoft 365. Propel your finance function into the future today.