Finance scenario: Optimize your financial operations (Microsoft Copilot only)

Download scenario guide Watch how to start with Microsoft Copilot
Available with: Microsoft Copilot Scenario level:
Start

KPIs impacted

Reduce spend

Risk management

Value benefit

Cost savings

Employee experience

Use Copilot to optimize your financial operations


1. Automate workflows

Use Microsoft Copilot to write a python script to automate tedious tasks like data collection.

Microsoft Copilot icon

Copilot Chat

Prompt: Write a python script to mine data from various websites.

2. Financial analysis

Save time by asking Copilot for ideas of how to perform complex financial analyses.

Microsoft Copilot icon

Copilot Chat

Prompt: How should I structure a valuation of a retired manufacturing facility?

3. Stay up-to-date with news and trends

Make sure you’re caught up with the latest industry news and trends by asking Copilot for a summary.

Microsoft Copilot icon

Copilot Chat

Prompt: Generate a summary that provides insights into the current state of the steel industry based on recent financial news, stock market data, and economic indicators.

4. Gather competitor information

Prompt Copilot to compare product capabilities to perform an accurate Total Cost of Ownership analysis for a product pricing update.

Microsoft Copilot icon

Copilot Chat

Prompt: Create a table comparing the capabilities of Product X and Product Y.

5. Communicate insights

Relay key insights to your audience by using Copilot to generate content like reports, investments summaries, financial briefs, and more.

Microsoft Copilot icon

Copilot Chat

Prompt: Generate an investment summary based on the annual report on this web site. Simplify the financial jargon and be sure to include information on key risks and performance metrics.

6. Due diligence

Prompt Copilot to identify potential acquisition targets in specific geographies.

Microsoft Copilot icon

Copilot Chat

Prompt: Provide a list of likely acquisition targets in the retail industry in Asia and give the reasons why they are on the list.

1Access Copilot at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”.

2Access Business Chat at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”.

3Copilot agents allow Microsoft 365 Copilot to access your company-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.