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View downloadsFinance scenario: Financial insights
Download scenario guideAvailable with: Copilot for Finance (includes Copilot for Microsoft 365 and Copilot Studio agents) 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.
Copilot2
Copilot Studio SAP plug-in
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.
Copilot1
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 Copilot at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”.
2Access Copilot at copilot.microsoft.com, the Microsoft Copilot mobile app, or the Copilot app in Teams, and set toggle to “Work”.
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.