Learn how to use AI Assistant to make slow and tedious data reconciliation exercise a breeze, in this Bank Reconciliation case study.

Copilot for Finance which is currently in Preview mode as of May 2024 is a game changer for all finance professional.

Data Reconciliation does not have to take all day.
Bank Reconciliation in particular, should not take all day.
Any Reconciliation should not be time consuming and laborious.

Leverage Artificial Intelligence feature, i.e. Copilot for Finance, embedded in Excel, to make your day to day life easier.

In this video I'll show you how to use Copilot for Finance to perform Bank Reconciliation, i.e. the tasks of comparing data in the General Ledger vs data in the bank statements.

There are five steps involved in this Bank Reconciliation Case Study with CoPilot:
Step 1 - Setup Data as Table Format
Step 2 - Check and Install Copilot For Finance
Step 3 - Run Copilot For Finance
Step 4 - Review The Output Of Copilot For Finance
Step 5 - How to Refresh and Troubleshoot

At this end of this video, Bank

Cheers,
Isabella Susilowati
@LighthouseAnalytix
#exceltutorial , #AI, #artificialintelligence, #excel, #Copilot

Timelines:
00:00 Intro
02:33 The Better Way With Copilot For Finance
03:23 Step 1 - Setup Data as Table Format
04:03 Step 2 - Check and Install Copilot For Finance
04:25 Step 3 - Run Copilot For Finance
05:37 Step 4 - Review The Output Of Copilot For Finance
09:28 Step 5 - How to Refresh and Troubleshoot
11:05 Epilogue


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