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Copilot (licence) - Prepare a manageable and trackable budget with Copilot and GPT-5 Tutorial

Unlock the secrets of effective budgeting with 'Prepare a Manageable and Trackable Budget with Copilot and GPT-5.' Discover how to leverage AI tools to transform your financial planning in record time. From optimizing your budget file to generating insightful analyses, this video is essential for any accounting professional aiming to streamline their processes. Join us and elevate your financial management today!

03:20
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Parteger

Available in AI - Artificial Intelligence

00:00:09

My mission.

00:00:10

To use my budget file and project myself into the forecast.

00:00:15

I will have to optimize,

00:00:17

synthesize my file,

00:00:19

and present it to the board of directors

00:00:21

to best manage our future actions.

00:00:24

How can co-pilot help me with all these steps without investing endless hours?

00:00:30

This is what I invite you to discover in this course.

00:00:33

To start from co-pilot chat,

00:00:35

I activate GPT 5

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at the top right,

00:00:39

more reliable,

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accurate,

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and equipped with advanced reasoning skills.

00:00:45

To give co-pilot indications,

00:00:47

I contextualize my needs and my job in the conversation.

00:00:52

I would also advise you to directly

00:00:54

fill in certain elements relating to your expectations

00:00:57

and your activity directly in the co-pilot settings.

00:01:01

These custom instructions will default to all your conversations.

00:01:09

Back on the chat interface,

00:01:11

I validate my prompt written previously

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co-pilot under GPT 5

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then offers me a complete plan.

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Analysis,

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target result,

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roadmap with deliverables as well as a proposed structure

00:01:27

for the future Excel file relating to the budget.

00:01:31

For my part,

00:01:32

I tell co-pilot that I already have a filled file to send him

00:01:36

and that he will have to optimize and structure it in order to exploit it,

00:01:41

in particular by highlighting gaps in key positions.

00:01:45

I attach my Excel file,

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then I validate my request.

00:01:49

After a few moments,

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co-pilot

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opens,

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reads,

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analyzes models and structures.

00:01:57

The response time is longer with GPT 5.

00:02:01

The model performs more complex and in-depth analysis.

00:02:05

However,

00:02:06

it's still much faster than 100% manual.

00:02:10

Microsoft Co-Pilott generates a new version of my budget by adding tables and tabs.

00:02:15

Each action that copilot has made is explained precisely

00:02:20

whether at the level of the analytical columns or regarding the groupings made.

00:02:25

Co-Pilot even offers me a manual for

00:02:28

the deliverable and suggestions for additional actions.

00:02:31

For my part,

00:02:33

I would like to see a focus on items exceeding more than 5%

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or still underexploited,

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all in a clear table ready to copy and paste.

00:02:44

After analysis,

00:02:46

co-pilot offers me a ready to use analysis table

00:02:50

as well as an additional deliverable in Excel format

00:02:53

relating to the deviations,

00:02:56

in addition,

00:02:56

of course,

00:02:57

to my budget

00:02:58

that he has previously structured.

00:03:00

It is indeed complete and well organized.

00:03:03

The tables built by the AI under GPT 5 are simply impressive,

00:03:09

even if I will still have to check in detail the accuracy of what has been produced.

Mandarine AI: WHAT YOU SHOULD KNOW

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