Prime Ai
Excel AI100% Online & Self-PacedFinance-SpecificCopilot + Built-in AI

Excel AI Training for Finance Professionals

Master Excel AI features with practical training designed specifically for accountants, FP&A professionals, and finance teams.
Prime AI Solutions teaches you how to leverage Copilot in Excel and built-in AI features for financial modelling, analysis, and reporting.

Finance professionals who master Excel AI features report saving 40-60% of their spreadsheet work time. Our qualified accountant instructors (ACA, ACCA, CIMA) teach real-world Excel AI applications, from formula generation to automated data analysis.

Limited PlacesSelf-paced online access
6 Modules
Comprehensive curriculum
6-8 Hours
Self-paced learning
40-60%
Time savings typical
Lifetime
Course access

Why Finance Teams Need Excel AI Training

Stop Manual Formula Building

Finance teams spend hours writing formulas. Excel AI generates complex calculations from natural language descriptions: XLOOKUP, nested IFs, and financial functions in seconds.

Instant Data Analysis

Copilot in Excel analyses datasets, creates PivotTables, and generates insights using simple prompts. Transform hours of manual analysis into minutes.

Course Modules

Comprehensive Excel AI training covering Copilot and built-in features for finance professionals.

Introduction to Excel AI Features

Overview of Copilot in Excel, Ideas, and built-in AI capabilities for finance professionals.

Copilot for Financial Data Analysis

Using natural language prompts to analyse datasets, create PivotTables, and generate insights.

AI-Powered Formulas & Functions

Let Copilot write complex formulas, XLOOKUP, INDEX-MATCH, and financial functions.

Financial Modelling with Excel AI

Building forecasts, scenarios, and sensitivity analysis with AI assistance.

Data Cleaning & Transformation

Automating data prep, parsing, and cleanup tasks that consume hours of finance time.

Visualisation & Reporting

Creating charts, dashboards, and management reports using Excel AI features.

What You'll Achieve

Use Copilot in Excel for instant data analysis
Generate complex formulas using natural language
Build financial models faster with AI assistance
Automate data cleaning and transformation tasks
Create professional visualisations and reports
Reduce Excel work time by 40-60%

Frequently Asked Questions

Explore More AI Training for Finance

Expand your AI skills with our complementary courses: Microsoft Copilot for Finance, ChatGPT for Finance, and Data Analytics & AI.

View All Training Courses

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