Available with: Copilot Studio
Finance scenario: Finance Q&A agent
Scenario
Using AI Agents to build a Q&A agent
AI-powered solution that automates finance-related query resolution, ensures real-time data access, handles complex queries, and maintains compliance alignment.
Employees ask Finance-related questions and receive responses based on data from ERP, policy documents, and FAQs and ensures accurate and consistent information.

Copilot Studio Agent
Benefit: The agent Instantly responds to finance-related queries (invoice status, payments, expense tracking) using AI-based NLP.
The agent routes complex queries to the appropriate authority or triggers workflow actions.

Copilot Studio Agent
Benefit: Helps to ensure that questions are answered by triggering a workflow with Finance subject matter experts.
The agent logs queries and responses and then generates regular reports to provide feedback for the Finance team on recommended document updates or training requirements.

Copilot Studio Agent
Benefit: The Finance team receives clear feedback on common questions and areas of improvement for Finance policy documentation.
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.
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