Microsoft Scenario Library Finance Financial insights

Available with: Microsoft 365 Copilot for Finance and Copilot Studio

Finance scenario: Financial insights

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Scenario

Using Copilot for financial insights

Use natural language search and smart agents to query data for deeper insights or ask about potential risks due to recent regulatory changes.

1. Payment reconciliation​

In Excel, use Copilot for Finance to gather financial data from SAP or Dynamics 365 to reconcile data entries across systems.​

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Copilot in Excel

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Copilot for Finance (Preview)

Benefit: Create a unified view of financial information that is crucial for accurate analysis.​

Use Copilot with a connector to the financial system to directly query data for deeper insights. ​

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Copilot Studio Agent

Benefit: Allow users to interact with financial data intuitively, making complex data analysis more accessible.​

Leverage Copilot to inquire about any potential risks due to recent regulatory changes around privacy and local laws.

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Microsoft 365 Copilot Chat1

Benefit: Identify potential risks, providing insights that enable proactive risk management.​

Use Copilot in Word to generate a white paper on new regulatory risks and recommended responses including charts generated by Copilot in Excel.

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Copilot in Excel

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Copilot in Word

Benefit: Create clear financial reports, saving time and ensuring that key insights are communicated effectively.​

Turn the Word document into a PowerPoint presentation for a leadership team meeting.

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Copilot in PowerPoint

Benefit: Quickly create presentations using Copilot to make a first draft.​

After the meeting, summarize the leadership team’s feedback using Copilot in Teams and then use Copilot in Word to quickly update policy documents.​

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Copilot in Teams

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Copilot in Word

Benefit: Model financial outcomes based on various scenarios, providing valuable support for decision-makers.​

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.