Master Accounts with Copilot
Discover how Copilot helps accounts teams work more efficiently with financial data, reports, and day‑to‑day tasks. From understanding spreadsheets to preparing summaries and explanations, Copilot helps reduce manual effort while improving clarity and accuracy.
How Copilot Supports Accounts Teams
Accounts Prompt Library – Everyday Prompts You Can Reuse
Explore our Prompt Library to see real‑world examples of how to use Copilot effectively. These ready‑to‑use prompts are designed to help you get better results faster, using the GCSE method to keep requests clear, focused, and practical.
Understanding Financial Data:
Summarise this financial data so I can quickly understand the key points. I’m reviewing it at a high level, so use the full dataset and explain it clearly.
Explain what this spreadsheet shows in plain language. Use the data provided and keep the explanation short and easy to follow.
Identify the most important figures in this data. Use the spreadsheet as the source and explain why they matter.
Highlight any unusual or unexpected numbers in this data. Use the information available and explain what might be causing them.
Reviewing & Analysing Data:
Review this spreadsheet for accuracy and consistency. Use the full file and clearly point out any potential issues.
Compare the values in this spreadsheet and explain the key differences. Use the data provided and summarise the findings clearly.
Identify trends or patterns in this financial data. Use the existing information and explain what stands out.
Explain how these figures have changed over time. Use the data available and present the explanation in clear terms.
Reporting & Summaries:
Create a clear written summary of this financial information. Use the data as the source and keep it suitable for sharing with others.
Turn this spreadsheet into a short summary I can include in a report. Use the existing figures and focus on key takeaways.
Create a high‑level overview of this information for non‑finance colleagues. Use the data provided and avoid technical language.
Summarise this data into bullet points for quick reference. Use the full dataset and keep the output concise.
Explaining & Communicating Figures:
Help me explain this financial information clearly. Use the data provided and write the explanation in plain language.
Rewrite this explanation so it’s easier for non‑finance staff to understand. Use the existing wording and improve clarity.
Explain what these numbers mean in practical terms. Use the spreadsheet as the source and keep the explanation relatable.
Help me prepare a short explanation I can share in an email or meeting. Use the available information and keep it professional.
Checks & Improvements:
Identify any missing or incomplete data in this spreadsheet. Use the existing content and clearly explain what’s missing.
Suggest improvements to how this spreadsheet is structured. Use the current layout and focus on clarity and usability.
Review this data and suggest where additional detail may be needed. Use the existing figures and explain your reasoning.
Help clean up this spreadsheet so it’s easier to work with. Use the available data and suggest practical changes.
Everyday Finance Tasks:
Summarise this information so I can quickly answer questions about it. Use the data provided and keep it brief.
Explain this data so I feel confident discussing it with others. Use the spreadsheet as the source and keep the tone clear.
Highlight the key points I should focus on in this data. Use the full dataset and explain why they’re important.
Turn this financial information into a short internal update. Use the data provided and keep it easy to understand.
Create a concise overview of this finance information for future reference. Use the existing data and focus on the essentials.