AI in Excel for Finance and Accounting Teams

AI is showing up everywhere in Excel, but for finance and accounting teams, the question isn't whether to use it, it's where it actually earns its place in the workflow, and where the spreadsheet still does the real work.

In this 45-minute session, we'll get hands-on with the tools reshaping day-to-day spreadsheet work: using Copilot in Excel live to clean up a messy export, build formulas from plain-language prompts, and summarize a dataset without leaving the grid. We'll then look at the new AI functions, like COPILOT, and how they can pull structure out of unstructured text such as invoice descriptions, vendor notes, and expense memos.

Because this is accounting work, trust and traceability matter. We'll cover the guardrails: how to review what the AI produces, when to rely on it, and how to keep an audit trail your controller will actually accept.

You'll leave with a practical starting point, the three workflows worth trying first, and what to leave alone for now, plus time for live Q&A.

George Mount 
Founder, Stringfest Analytics 

George is a Microsoft Excel MVP, LinkedIn Learning Instructor, and founder of Stringfest Analytics. He specializes in helping accounting, finance, and analytics teams modernize their Excel workflows using tools like Copilot, Power Query, and Python in Excel. George has taught hundreds of thousands of learners globally and regularly works with organizations to reduce reporting friction, improve decision-making, and get more value out of the tools teams already use.

Grace Berube
Senior Content Manager, IOFM

Grace is the Senior Content Manager at the Institute of Finance & Management (IOFM), where she has led content strategy and development since 2022. In this role, she oversees all aspects of IOFM’s digital and event-based content, ensuring it remains timely, relevant, and actionable for all financial operations professionals.

Grace manages IOFM’s robust library of site content, leads the organization’s editorial and member webinar programming, and hosts IOFM’s podcast series. She also oversees a team of subject matter experts who contribute thought leadership and educational articles. In additional, Grace curates and manages all speaker content for IOFM’s in-person and virtual events, ensuring consistency and quality across every touchpoint. With nearly three years in the role, Grace brings a deep understanding of the financial operations landscape and a passion for delivering content that empowers professionals to excel in their roles.