INTRODUCTION TO FINANCIAL STATEMENTS WITH COPILOT AI
- Overview of financial statements supported by Copilot tools
- Automated preparation and review of statement components
- AI assistance in organizing revenue and expense data
- Quick summaries of financial results and key indicators
- Connection between income, balance sheet, and cash flow data
INCOME STATEMENT ANALYSIS WITH COPILOT AI
- AI support for reviewing revenues and costs
- Simplified COGS and expense breakdowns
- Quick profitability and margin calculations
- Summary of operating and non-operating performance
- Case practice using AI-generated income statement insights
BALANCE SHEET ANALYSIS WITH COPILOT AI
- Structure of assets, liabilities, and equity in Excel Copilot
- Automatic classification of current vs. non-current items
- Depreciation and amortization schedules assisted by AI
- Debt and equity structure evaluation
- AI-generated overview of company position and solvency
CASH FLOW ANALYSIS WITH COPILOT AI
- Breakdown of operating, investing, and financing cash flows
- Conversion of profit data into cash insights using Copilot
- Simplified preparation of direct and indirect methods
- Cash movement tracking and reconciliation
- Hands-on creation of a cash flow statement with AI support
FINANCIAL RATIO ANALYSIS WITH COPILOT AI
- Automatic ratio generation and interpretation
- Key ratio groups: liquidity, profitability, solvency, and market
- Integration of ratios into visual dashboards
- Comparison of results across periods
- AI-assisted performance summary reports
PERFORMANCE EVALUATION AND TREND ANALYSIS WITH COPILOT AI
- Comparative and common-size analysis supported by Copilot
- Automatic preparation of horizontal and vertical analysis
- Detection of major performance shifts across time
- Highlighting of unusual or inconsistent items
- Practical application using sample company data
BUSINESS DECISION-MAKING WITH COPILOT AI
- AI integration in cost and investment analysis
- Evaluation of capital projects using Copilot models
- Simplified valuation and return calculations
- Risk overview and scenario review with Copilot tools
- End-to-end financial analysis case study
