Microsoft Copilot for Finance

18th June 2024
Microsoft Productivity

Microsoft Copilot for Finance

How can Microsoft’s new AI platform, Copilot, aid Finance professionals?

Microsoft Copilot is a genAI-powered app that can be used in Word, Excel, Edge, Teams and more. Copilot for Finance injects the power of next-generation AI into the heart of your everyday workflow, helping finance professionals with real-time insights and task automation.

What is Microsoft Copilot for Finance?

Copilot for Finance is a new Copilot experience in Microsoft 365. It features AI-assisted insights and support for finance professionals, working seamlessly within your existing Microsoft 365 environment and the productivity apps you use every day. It connects to business financial systems such as Dynamics 365 and SAP and can also provide finance-based insights and guided actions in Outlook, Excel, Teams and more.

Benefits of Using Copilot for Finance

Breaking Free from the Manual Grind

There are many repetitive tasks within the financial sphere, such as data entry, review cycles, and report generation. Copilot for Finance automates these mundane processes, freeing up valuable time for strategic thinking and high-impact tasks like financial planning, risk analysis, and driving business growth.

AI-Powered Insights at Your Fingertips

Copilot for Finance isn’t just about automation; it’s about intelligence. The AI assistant learns your organisation’s data and behaviour, surfacing insights you may have missed, predicting cash flow issues and identifying areas for cost optimisation.

Tailored for Your Team

Copilot for Finance isn’t a one-size-fits-all solution. It uses role-specific workflows and features to cater to the needs of different financial roles, from streamlining audits with a single prompt, to simplifying collections with automated communication and payment plans. It can also speed up financial reporting with effortless variance detection.

Built with Trust in Mind

Security and compliance are paramount within financial services, so Copilot for Finance inherits the robust security features you know and trust from Microsoft 365, adhering to the strictest data privacy regulations. This gives you peace of mind and ensures your financial data remains secure.

A Glimpse into the Future of Finance

Copilot for Finance represents a significant leap forward in financial technology. It’s more than just automation, it’s about harnessing the power of AI to augment human expertise and transform the way financial roles can operate.

Embrace the Power of AI

Copilot for Finance offers AI-powered insights, streamlined workflows, and seamless integration, making it a soon-to-be indispensable tool for every finance professional. To learn more about how Copilot can impact your business, get in touch with us. We can help you set up Copilot, ensure it’s integrated successfully within your business, and train your team to use it effectively.

Get in touch with us to learn more.

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