Microsoft Scenario Library Finance Launch a new accounting app

Available with: Microsoft 365 Copilot

Finance scenario: Launch a new accounting app

Back to Finance Scenarios Download scenario guide

Scenario

Rapidly create training content to get users up to speed with new applications that help them be more productive.

1. Recap meeting

Catch up on a missed meeting where a new financial work tool was demoed to the department.

Microsoft Teams icon

Copilot in Teams

Action: Review the main topics discussed.

Ask Copilot to identify all documents associated with the new financial tool and summarize the relevant documents to be used in a self-serve training presentation.​

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Example prompt: Summarize the relevant documents and topics associated with the new tool.

Have Copilot generate a training outline and draft content associated with the tool documentation.​

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Example prompt: Draft a training document for the specified audience that covers topics associated with user onboarding and adoption.

Use Copilot to create an FAQ section to address potential blockers and common issues a new user may encounter. Add this to the Word document.​

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Example prompt: Brainstorm frequently asked questions for a new financial work tool.

Turn the Word document into a great training presentation including relevant visualizations and images.​

PowerPoint icon

Copilot in PowerPoint

Example prompt: Create a presentation from [tooltraining.docx]. Then, add an image of the process to illustrate the workflow.

Solicit feedback from a small group of users to refine the training presentation.​

Outlook icon

Copilot in Outlook

Example prompt: Drafting with Copilot: draft an email notifying users of the new training content and ask them for feedback by the end of the week.

KPIs

Opportunity to impact key functional area KPIs

How Microsoft Copilot can help average request times

Microsoft Copilot can help with lowering resolution times which in turn ​leads to increased agent productivity and higher customer satisfaction rates.​
Boost productivity​
  • Rapidly find information​
  • Diagnose problems faster​
  • Check for similar issues and resolutions​
  • Quickly send follow-up communications​

How Copilot can improve risk management

Finance teams grapple with complex tasks—from credit and collections to risk management and compliance. Get real-time insights and strategic recommendations. By automating mundane tasks, Microsoft Copilot frees up time for critical decisions, streamlining audits, simplifying collections, and accelerating financial reporting.
Speed data analysis and reporting
  • Quickly analyze trends
  • Generate informative charts
  • Create strategy presentations

How Microsoft Copilot can reduce finance department spending

As a cost center, Finance teams face the challenge of constantly achieving more with fewer resources. By assisting with everyday tasks, Microsoft Copilot can help increase time for additional analysis, proactive audits, collections processes, and financial reporting.
Keep communication lines open
  • Draft communications such as approval requests, status emails, and supplier communications
  • Summarize stakeholder meetings around budget status and approvals
  • Create sourcing strategy decks

How Copilot can help reduce spend on financial systems and tooling

Microsoft Copilot can be extended into processes to bring data together and speed decision-making without performing expensive updates to financial systems.
Inform your decisions:
  • Draft budgets and spreadsheets
  • Search for cost variances across different options

How Microsoft Copilot can help reduce days sales outstanding

Collections play a crucial role in any business. Timely and efficient collections help ensure healthy cash flow, liquidity, and operational efficiency. 
Improve collections process
  • Use Copilot to organize information from past interactions
  • Draft communications with Copilot clearly outlining the collection process
  • Analyze different payment methods and its effectiveness

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.