A day in the life of Emma Income Tax Compliance Manager

Emma has several new emails from 3rd parties in relation to tax returns. Instead of reading through each email, she uses Copilot to summarize recent emails about tax returns.

Microsoft 365 Copilot Chat2

Emma reviews the final tax analysis using Copilot for Finance in Excel to check for any inconsistent formulas.

Copilot in Excel

Emma requests Copilot to create a list of all the emails and chats related to the Contoso tax return. She uses Copilot in Outlook to draft replies to an email thread with the tax preparation team.

Microsoft 365 Copilot Chat2

Emma receives an email to say the Tax Returns are ready for her review. Emma verifies the accuracy of tax return data using an OCR model she built in AI Builder instead of manually retyping it.

Copilot in Power Automate

Emma uses Copilot for Finance in Excel to highlight any differences between the financial analysis and tax return. She asks it to highlight the variances and then adds the table to an email.

Copilot in Excel

Emma uses Copilot in SharePoint to get answers about previous tax returns without having to open the large pdf files.

Copilot Studio Agent