Course recordings · Both sessions · Watch at your own pace

Copilot Masterclass for finance.

Both sessions · 3 hrs 51 min Watch at your own pace Recorded live on Zoom Demonstration led · Nothing to install

Microsoft 365 Copilot, shown doing real finance work on real files: a stock ageing sheet audited against the trial balance, a management deck built from it, then an agent built live that reconciles GSTR-2B against the purchase register, a Power Automate flow and Copilot Notebooks. Two sessions, close to four hours, every step on screen. No coding, no setup, and you do not need a Copilot licence to follow it.

Get the recordings See the agenda
Fee · one payment · all inclusive
₹1,999 one payment
both sessions, the Day 1 file pack, 30 days of access
Recorded live on 17 and 24 October 2026. Watch whenever you like, for 30 days from the day you buy. Get the recordings
3:51hours of recording
2sessions · 17 and 24 Oct
30days of access
0setup · nothing to install

4,500+ professionals have come through AiM’s own sessions and gone from AI-basic to AI-fluent, across banks, NBFCs, audit firms and finance teams.

ExcelPowerPointPrompt EngineerAgentsAgent BuilderNotebooksPower AutomateGSTR-2B ExcelPowerPointPrompt EngineerAgentsAgent BuilderNotebooksPower AutomateGSTR-2B
The promise

In under four hours, Copilot goes from a search box you sometimes open to a colleague inside your files: auditing the stock, building the deck, filing the attachment, and running the reconciliation you repeat every month.

See it work before you pay for it

Forty minutes,
free.

The full session CA Minal Sharma ran for Tally’s CA Community on 5 October. A trial balance checked, the month’s repeat work handed over, the inbox cleared, a report built, a custom skill saved. Watched over 1,400 times already.

1:50Validating a trial balance 8:06Automating the repeat jobs 13:28Skills and projects 23:10Inbox and calendar 28:41Building the report 34:17Making a custom skill

Forty minutes was enough to show you what Copilot can do. The masterclass is close to four hours across two sessions: the same work at a pace you can follow, on the files you actually open on a Monday, plus the agents and the research side the session only had time to point at.

Get the recordings
What changed in Copilot this year

It stopped being
a search box.

Was: text you copy outIt edits the file itself

Copilot works inside the Excel sheet and the deck, and shows you which cells and lines it changed.

Was: you file everything yourselfIt runs without being asked

A Power Automate flow built from one sentence: a mail arrives with an attachment, and the attachment lands in the right OneDrive folder on its own.

Was: one sheet, one questionIt works across spreadsheets

Several files at once: the TB, the ledger export and last month's MIS, read together and reconciled in front of you.

Was: start again every timeYou set up an agent once

A job you repeat, given instructions, files and a format, saved as an agent and run on fresh inputs whenever you need it.

Most people are still using it as a search box. This masterclass closes that gap in close to four hours, on real finance files, with nothing for you to install.

The agenda · 2 sessions · close to 4 hours

Day 1:
a stock audit, start to finish.

Sat, 17 October 1 hr 58 min

Which Copilot you are actually holding, then most of the session on one real job: a stock ageing file audited against the trial balance, turned into a management deck, with a Prompt Engineer built along the way that you keep.

01
Which Copilot you actually have

Free Copilot Chat, a personal subscription and a work Microsoft 365 Copilot licence are three different products. What each one can open, what it cannot, and why the same prompt gives three different answers.

02
Where Copilot sits across the apps

The map: Excel, Word, PowerPoint, Outlook and Teams, and what Copilot is actually able to do inside each one before you start relying on it.

03
A stock ageing file, audited in Excel

The longest block of the session. A real stock ageing sheet checked against the trial balance inventory, the gaps found and questioned, and the answers read back rather than trusted. Then a management deck built in PowerPoint off the same work.

04
Projects, memory, and your own Prompt Engineer

Copilot Projects and memory, and then a Universal Prompt Engineer project built on screen: the thing that writes the prompt for you, so you stop starting from a blank box every time.

Day 2:
an agent that reconciles GST.

Sat, 24 October 1 hr 53 min

The handover session. A flow that files your attachments without you, an agent built on screen that reconciles GSTR-2B against the purchase register, Notebooks that hold a whole annual report, and the licence maths at the end.

01
Power Automate, written by Copilot

A flow built by describing it in one sentence: whenever a mail arrives with an attachment, save that attachment into a named OneDrive folder. Connected, run and shown working, with no code anywhere.

02
Building the agent in Agent Builder

An agent given its instructions, its knowledge and its format, then tightened live: matching hierarchy, tie-breaker rules for one-to-many matches, a materiality threshold, and flags where it must stop and ask rather than guess.

03
GSTR-2B against the purchase register

The agent run on a real reconciliation: input tax credit matched, credit sitting at risk, invoices in 2B that never reached the books, and the probable matches that still need a human eye. Every figure checked before it is believed.

04
Notebooks, and what the licences cost

Copilot Notebooks built on a full annual report so one job lives in one place. Then the plain commercial answer: the free door, the personal door and the work door, what each one costs, and where your data goes in each.

You walk away with
3 hrs 51 min of recording

Two sessions, 1 hr 58 min and 1 hr 53 min, every step demonstrated on real finance files, with the questions from the room answered as they came.

Recordings for 30 days

Access stays open for 30 days from the day you buy, so you can stop, rewind and repeat any step at your own pace.

A working method for briefing Copilot

File, job, format, correction: the routine that decides the quality of what comes back, and how to check exactly what Copilot changed before you trust it.

A Power Automate flow you can copy

Built from one sentence on screen: a mail arrives with an attachment, the attachment lands in a named OneDrive folder. Connected and run, with no code.

Your own agent, seen built end to end

You watch one built from scratch for a repeating job, so you can set up yours the following week.

Straight answers on licences and data

Free Copilot Chat versus the paid licence, work account versus personal, and where your data goes in each case. No sales pitch.

Who this is for

Excel week.
Copilot hands.

Chartered Accountants

Stock and inventory checks tied back to the trial balance, the exceptions questioned rather than accepted, and the review deck that follows, inside the files you already open.

Finance managers and teams

Month-end exports and the reconciliation you repeat every month, handed to an agent that applies your matching rules and flags what it is not sure about.

Anyone who files the same thing twice

A Power Automate flow that files attachments the moment they arrive, and a Notebook that holds a whole annual report so one job lives in one place.

The format

Demonstration led, not hands-on. Everything happens on screen, with the questions from the room answered as they came, and you repeat it at your own pace. Nothing to install, no coding.

The licence

You do not need a Copilot licence to follow it. If your firm has one, you will know exactly what to do with it on Monday. If not, you will know whether it is worth paying for.

Not for you if

You want a typing-along workshop with exercises, you are looking for GitHub Copilot or anything about writing code, or you want a tour of features rather than finance work done in front of you.

Queries?

Email hello@aiwithminal.com. Real answers, fast.

CA Minal Sharma
Led by CA Minal Sharma

Chartered Accountant, ex-PwC, and the trainer behind AiM. Over 10,000 BFSI professionals trained across all programmes, in AI that does real work, always on real files, never on slides about the future.

Chartered AccountantEx-PwC10,000+ BFSI professionals trained
Before you ask

FAQ's.

Do I need a Copilot licence to follow this?

No. The masterclass is demonstration led: every step happens on screen and you can stop and repeat it as often as you like. A paid Microsoft 365 Copilot licence helps if you want to reproduce the in-app work in Excel and PowerPoint afterwards, and the free Copilot Chat covers a good part of what we show. The difference between the two is the very first thing we explain on Day 1.

Is it hands-on? Do I need to set anything up?

No, and no. This is deliberately not a typing-along workshop. The two sessions are long enough to see Copilot do real finance work end to end, and were never meant to troubleshoot forty logins. There is nothing to install and no coding.

In what order should I watch them?

Day 1 first. It sets up which Copilot you are holding and how to brief it, and Day 2 builds the agent on top of that. If you only have time for one and you already use Copilot daily, Day 2 stands on its own.

Is this relevant if my firm barely uses Copilot yet?

Yes, and it is probably the best moment to watch it. You will see what Copilot can actually do on finance files before your firm commits to licences, learn what the free Copilot Chat already gives you, and leave with a clear view of where it fits in your own week. The method for briefing it and checking its work carries over to whatever you use.

Is this about GitHub Copilot?

No. This is Microsoft 365 Copilot, the one inside Excel, Word, PowerPoint, Outlook and Teams. Nothing in the masterclass is about writing code.

Can we run this in-house for a team?

Yes. We run in-house versions for finance teams and firms, on your own files and your own Copilot setup, with the agenda adjusted to how your team works. Email hello@aiwithminal.com or see corporate training.

What does the fee cover?

Both recorded sessions, the Day 1 file pack, and 30 days of access from the day you buy. The Day 2 files go into the same folder as soon as they are up. The fee is ₹1,999, fixed at checkout by the server, so this page can never quote you a stale price. There is no part two to buy.

How do I get access to the recordings?

Your confirmation email arrives right after payment. Neither recording is published on YouTube, so access is set up by hand for the email you paid with, usually within a few hours. The Day 2 recording is private, so that Google account is added to it directly; if the address is not a Google account, reply to the confirmation with one that is. Check your promotions or spam folder, and write to hello@aiwithminal.com if anything is missing.

Can I get a refund, or share my access?

The fee is non-refundable, and access is personal and non-transferable: it is tied to the account you buy with. Both sessions stay open to you for 30 days from the day you buy.

I have another question.

Email hello@aiwithminal.com. Real answers, fast.

Course recordings · ₹1,999 · Self-paced

The sessions are over.
The work is not.

Every month-end pack, variance note and inbox you still grind through by hand is the cost of not starting. The masterclass ran live on 17 and 24 October. The recordings are ₹1,999, one payment, 30 days of access from purchase.

₹1,999 one payment, nothing held back
both sessions, the Day 1 file pack, 30 days of access
01PayName, email and phone below, then Razorpay. Two minutes, no account needed to buy.
02Sign inSign in at aiwithminal.com/account with the same email. The course appears on its own.
03WatchThe sessions and the Day 1 file pack sit in your Learning Hub. The 30 days run from purchase, so start tonight.

One thing to know before you pay. Neither recording is published on YouTube, so access is set up by hand for the email you enter below, usually within a few hours of payment. The Day 2 recording is private, which means that Google account is added to it directly, so if the address you use is not a Google account, reply to the confirmation with one that is.

Your access is matched to the email you enter here, so use one you can sign in with, and ideally a Google account. After payment, sign in at aiwithminal.com/account and the course appears in your Learning Hub. Access runs for 30 days from purchase. Secure payment via Razorpay (UPI, cards, netbanking). Access is personal and non-transferable, and the fee is non-refundable.

Questions before you buy? Email hello@aiwithminal.com or WhatsApp Minal: +91 95277 99501