Finance scenario: Financial insights
Available with: Microsoft 365 Copilot for Finance and Copilot Studio Scenario level:
KPIs impacted
Outsourcing spend
Value benefit
Cost savings
Employee experience
Using Copilot for financial insights
1. Payment reconciliation
In Excel, use Copilot for Finance to gather financial data from SAP or Dynamics 365 to reconcile data entries across systems.
Copilot in Excel
Copilot for Finance (Preview)
Benefit: Create a unified view of financial information that is crucial for accurate analysis.
2. Natural language queries
Use Copilot with a connector to the financial system to directly query data for deeper insights.
Copilot Studio Agent
Benefit: Allow users to interact with financial data intuitively, making complex data analysis more accessible.
3. Risk assessment
Leverage Copilot to inquire about any potential risks due to recent regulatory changes around privacy and local laws.
Microsoft 365 Copilot Chat1
Benefit: Identify potential risks, providing insights that enable proactive risk management.
4. Insight generation
Use Copilot in Word to generate a white paper on new regulatory risks and recommended responses including charts generated by Copilot in Excel.
Copilot in Excel
Copilot in Word
Benefit: Create clear financial reports, saving time and ensuring that key insights are communicated effectively.
5. Reporting
Turn the Word document into a PowerPoint presentation for a leadership team meeting.
Copilot in PowerPoint
Benefit: Quickly create presentations using Copilot to make a first draft.
6. Decision support
After the meeting, summarize the leadership team’s feedback using Copilot in Teams and then use Copilot in Word to quickly update policy documents.
Copilot in Teams
Copilot in Word
Benefit: Model financial outcomes based on various scenarios, providing valuable support for decision-makers.
1Access Microsoft 365 Copilot Chat at m365copilot.com or the Microsoft 365 Copilot Chat mobile app and set toggle to “Web".
2Access Microsoft 365 Copilot Chat at mm365copilot.com, the Microsoft 365 Copilot Chat mobile app or the Microsoft 365 Copilot Chat app in Microsoft Teams, and set toggle to “Work”.
3Copilot agents allow Microsoft 365 Copilot to access your organization-specific apps. In the past, this would have required an API call to get data from a system of record. The content in this example scenario is for demonstration purposes only. You should evaluate how Copilot aligns with your organization’s business processes, regulatory requirements, and responsible AI principles.
The content in this example scenario is for demonstration purposes only. You should evaluate how Copilot aligns with your organization’s business processes, regulatory requirements, and responsible AI principles.
