Microsoft Scenario Library Finance

Using Copilot in Finance

AI is transforming crucial tasks in Finance such 
as budgeting, forecasting, financial analysis, and corporate performance management.

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Use cases

Transform Finance use cases

AI is transforming crucial tasks in Finance such 
as budgeting, forecasting, financial analysis, and corporate performance management.

Risk management & compliance

Data silos and lack of scenario planning characterized by delayed responses to market changes, leaving the organization vulnerable to unforeseen financial threats and compliance breaches​.

Scenarios

BuyExtendBuild

Procure to pay

Inefficient invoice processing and procurement approvals, inconsistent policies, lack of spend intelligence resulting in higher costs.

Scenarios

BuyExtend

Record to report

Having data stored in disparate environments can slow decision making and reporting.

Scenarios

Extend

Day in the life

See how people can use Copilot to perform common tasks throughout their day to save time, generate value, and improve their wellbeing.

Scenarios

BuyExtend

Planning & analysis

Lack of insight into customer and market trends can lead to reactive rather than proactive processes, reducing the ability to capitalize on market opportunities.

Scenarios

StartBuyExtend

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.​

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.

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.

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.

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.