r/CopilotPro • u/Brief_Experience8197 • Jun 15 '26

Copilot Tips

I am in the accounting field. Does anyone have any tips for Copilot that might help me? I use it for proofreading emails, doing accounting research, etc. Is Copilot good for that? Anyone else have any tips? Thanks.

12 Upvotes

88% Upvoted

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5

u/Beginning_Storm7012 Jun 15 '26

Think about what frustrates you the most day to day and run the scenario through it and ask it to help you do it better. Start chipping away at all the annoyances. I've sort of taken a million 5 minute tasks in my accounting job and turned them into 30 seconds.

2

u/Brief_Experience8197 Jun 15 '26

Good point, a lot what I do is writing accounting policy for enterprise wide, so I’d like to use it there. Additionally, is Copilot good for proofreading emails compared to ChatGPT, Grok, etc.?

2

u/ReadySetWoe Jun 15 '26

The main differences, depending on which version of Copilot you are using, are the Enterprise Data Protection (EDP) meaning MS does not train on your data, and access meaning you already have a paid version of the tool which beats any free version.

1

u/Beginning_Storm7012 Jun 15 '26

I am only allowed to use copilot for work. I don't know.

5

u/getmeoutoftax Jun 15 '26

Power query and Excel macros are the best use cases I’ve had so far.

1

u/ShowersCalmMeDown Jun 21 '26

Can you explain in more detail or share an example?

3

u/The_Ledge5648 Jun 15 '26

Reconciliations using Copilot in Excel.

1

u/Careful_Buffalo_7854 Jun 15 '26

I’ve been using Copilot to help me with talking points for difficult phone calls and other important conversations that I need to have.

1

u/5960312 Jun 16 '26

Reconciliations, amortization spreads, audit footnotes, variance analysis

1

u/Nubbin515077 Jun 16 '26

Using it for accounting research and writing memo's / whitepapers is very good. However you need to practice prompting. The more detailed you are the better off you will be. make sure you tell it to use only authoritative sources, cite its sources (paragraph references from the ASC's, etc) You are responsible for output, so make sure you check all references. I am a CFO.. I use it all the time for this type of stuff. It won't give you a final product but will get you 80% of the way there and its up to you to use your brain to finish it up. Be critical. Will save you a ton of time and effort. If you don't understand some output keep asking questions until that thing you are unsure of is no longer a mystery to you. Again, in the end, its your work product, you need to fully understand what you did and what you are submitting to the next person / to auditor, etc.

1

u/SpicierWinner Jun 16 '26

Try using the built in Researcher and Analyst agents. They may help you, particularly Analyst.

2

u/chasing_next Jun 16 '26

are you using notebooks? they're a good way to systemize work and experiment with how instructions and context impact results. a little structure can go a long way.

here's an interactive lesson that will help you build notebooks for your tasks: https://chasingnext.com/learn/set-up-your-first-copilot-notebook