Level 1
AI Foundations For Accountants
AI Productivity
Digital Workflows
Business Intelligence
Data Visualization
Workflow Automation
AI Documentation
Structured Prompting
AI Readiness
Master the Microsoft AI Stack
From Prompts → Analytics → Automations → Agents
Copilot (Microsoft 365)
Your daily AI co-pilot for drafting, summarizing, and explaining. Turns emails, docs, and Excel into first-pass client-ready outputs.
Power BI
Your analytics layer for dashboards and exception detection. Track KPIs, trends, and outliers across the full data set.
Power Automate
Your workflow engine for routing work with controls and audit trail. Automate approvals, reminders, task routing, and evidence filing.
Copilot Studio
Your agent builder for accounting assistants grounded in SOPs. Standardize “what next,” guide teams, and trigger workflows end-to-end.












































