Microsoft Copilot for Finance | AI-Driven Finance Operations

OVERVIEW

Transform the way finance works

Accelerate growth and reduce costs with a copilot in the flow of work.

Spur growth with action-oriented recommendations, proactive anomaly detection, and specialized prompts and guidance.

Improve efficiency by applying next-generation AI to labor-intensive processes like collections and contract and invoice capture.

CAPABILITIES

Copilot helps turn data into insight. Accelerate impact with a specialized tool built for finance.

Review transactions across systems for anomalies, risks, and unmatched data. Save and reuse customizable templates for insight that scales.
Save time with accurate commentary, reports, and insight sourced from various data records.
Turn data into presentation-ready visuals and reports to share in Outlook and Microsoft Teams.

Reduce spending and regain valuable time by using Copilot to transform manual tasks into more streamlined and efficient experiences.

Access a complete summary of customer balance history using Copilot-guided prompts and recommendations.
Have Copilot provide the first draft for customer communications, complete with relevant attachments.
Use contextualized prompts and next-best actions to move through processes more quickly.

Work from within Microsoft productivity tools, including Excel and Outlook, without switching—regardless of where your data is.

Connect to your existing financial data sources, including ERP, and more using prebuilt connectors and Microsoft Copilot Studio.

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Work seamlessly in Excel, Outlook, and Teams to eliminate switching between applications to find what you need.
Automatically inherit the security, compliance, and privacy policies you’ve set up in Microsoft 365.

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