A practical guidebook by Nicolas Boucher designed for finance professionals who want to use Microsoft Copilot’s Edit with Copilot feature to build financial models, dashboards, and reports directly in Excel using plain-English prompts.

It covers five real-world financial use cases, from building a SaaS revenue model from scratch to consolidating multi-tab sales data and generating management dashboards ready for executive presentations.

Inside the guide:

• Step-by-step setup instructions for activating Edit with Copilot in Microsoft 365
• Five hands-on financial use cases with exact prompts you can copy and use
• AI model selection guide (Auto, GPT-5.2, Claude Opus 4.6) with use-case guidance
• Audit and error-correction workflow to review and fix Copilot outputs before sharing
• Tips, best practices, and limitations for finance-specific Excel work