Training
AI for Finance
AI for Finance 2026 covers Copilot agent mode in Excel, financial reports with reasoning models (o3, Claude extended thinking), data analysis and regulation interpretation. The Excel + Outlook + PowerPoint Copilot agent combination is especially powerful.
Tools
Microsoft 365 Copilot (agent mode)
GPT-5
OpenAI o3
Claude Opus 4 + extended thinking
MCP
Granola
Who it's for
This training fits if…
- Accountants and finance leaders
- Controllers and analysts
- CFOs and finance directors
- Auditors
Outcomes
What you take away.
- Use Copilot agent mode in Excel for data analysis
- Produce financial reports 60% faster
- Use o3 / Claude extended thinking for complex financial decisions
- Interpret regulations with AI (including EU AI Act 2026 financial services)
- Build a monthly-report agent (Claude API + MCP) that drafts the report automatically
- Automate document classification
Curriculum
Training modules.
01
Microsoft 365 Copilot in Excel and Outlook
- · Copilot agent mode — multi-step analyses
- · Natural-language data analysis
- · Formula generation and pivot tables
- · Outlook: email analysis and forecast prep
02
Reasoning models in finance
- · When to use o3 vs Claude extended thinking
- · Scenario analysis and optimisation
- · Contract and regulation analysis
- · Risk calculations and Monte Carlo
03
Reporting and agents
- · Building a monthly-report agent (Claude API + Postgres MCP)
- · Management reports
- · Client reports
- · Granola meeting transcription
04
Regulations and data security
- · EU AI Act 2026 in financial services (high-risk?)
- · GDPR and client data with AI
- · Local models (Llama 4, Mistral) for sensitive data
- · Audit and observability
FAQ
Frequently asked questions.
Related
Other trainings.
Ready to book?
Let's first map your team's needs — the first consultation is free.