Unlock the Power of Copilot’s AI Driven Data Insights - with GrowCFO | Ep.060

Tech for Finance

Join us on this journey as we explore the groundbreaking potential of Microsoft Co-pilot in the world of finance, likening its innovative impact to the advent of the first iPhone. With esteemed guests Oli Deacon, former Microsoft finance director, and Adam Shilton, an expert in AI and finance, we peel back the layers of Co-pilot's early features and discuss how you can harness this technology. Oli brings clarity to complex topics, while Adam aims to demystify the intricacies of AI, providing you with valuable insights into how Co-pilot can enhance your financial workflows and data analysis. Listen in as we break down the transformative integration of Co-pilot within Microsoft Office, sharing practical use cases across applications like Excel, Word, and PowerPoint. Discover how this AI-driven assistant can streamline your day-to-day tasks, improve productivity, and ensure data security within your private work environment. We provide hands-on demonstrations and answer your burning questions live, promising to guide you through engaging with Co-pilot effectively, whether you're a seasoned finance professional or just looking to improve your office productivity. Finally, wrap up your experience with us as we look at the practicalities of acquiring Co-pilot for personal and enterprise use, offering tips for early adoption and maximizing its benefits for your finance team. As a bonus, stay tuned for our upcoming follow-up sessions designed to build on the knowledge shared today, with additional resources and training to unlock Co-pilot's full potential. A heartfelt thank you to our guests, Adam and Ollie, for their expertise, and to all our listeners for their engagement. Don't forget to reach out with any further inquiries, and look forward to joining us next time for more enlightening discussions. ------- SHOW NOTES ------ - Check out Grow CFO - https://www.growcfo.net/ - Connect with Oli - https://www.linkedin.com/in/olideacon/ - Connect with Dan - https://www.linkedin.com/in/dan-wells-22a98926/ - Check out the standalone AI Copilot - https://copilot.microsoft.com - Check out Copilot for Microsoft 365 - https://www.microsoft.com/en-us/microsoft-365/enterprise/copilot-for-microsoft-365 ------ CHAPTERS ------- (00:00:00) - Introduction to Microsoft Copilot and early access experience
(00:02:00) - Overview of Copilot's capabilities in Microsoft Office
(00:05:07) - Deep dive into Copilot's functionalities and benefits
(00:09:07) - Defining Copilot and its place in AI technology
(00:13:51) - Simplifying ChatGPT for professional use
(00:17:24) - Practical applications and advantages of Copilot
(00:20:25) - Future directions and enhancements for Copilot
(00:24:04) - Getting started with Copilot: Access and setup
(00:27:10) - Live demonstration: Copilot in action within Office apps
(00:34:26) - Audience Q&A: Insights and clarifications on Copilot
(00:38:38) - Exploring Copilot's impact on finance and accounting
(00:42:24) - How Copilot integrates with data analysis and reporting
(00:46:06) - Strategies for adopting Copilot in your organization
(00:49:11) - Final thoughts and closing remarks on Copilot's future