Copilot for Finance and AI Agents can help
Description: Copilot for Finance and AI Agents can help analysts access data, analyze it, and present the results. Finance Buy Microsoft 365 Copilot Financial insights Benefit: Create a unified view of financial information that is crucial for accurate
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slide1. Copilot for Finance and AI Agents can help analysts access data, analyze it, and present the results. Finance Buy Microsoft 365 Copilot Financial insights Benefit: Create a unified view of financial information that is crucial for accurate analysis. Payment reconciliation In Excel, use Copilot for Finance to gather financial data from SAP or Dynamics 365 to reconcile data entries across systems. Natural language queries Use Analyst to gain deeper insights into the data pulled from the ERP system and produce detailed charts to aid understanding. Benefit: Identify potential risks, providing insights that enable proactive risk management. Risk assessment Leverage Copilot to inquire about any potential risks due to recent regulatory changes around privacy and local laws. Benefit: Allow users to interact with financial data intuitively, making complex data analysis more accessible.
Get started with Analyst Benefit: Model financial outcomes based on various scenarios, providing valuable support for decision-makers. Decision support After the meeting, summarize the leadership team’s feedback using Copilot in Teams and then use Copilot in Word to quickly update policy documents. Reporting Turn the Word document into a PowerPoint presentation for a leadership team meeting using PowerPoint Agent. Benefit: Create clear financial reports, saving time and ensuring that key insights are communicated effectively.
Get started with Word, Excel, and PowerPoint Agents Insight generation Use Word Agent to generate a white paper in Word on new regulatory risks and recommended responses. Benefit: Quickly create presentations using Copilot to make a first draft.
Get started with Word, Excel, and PowerPoint Agents Value benefit KPIs impacted Copilot Chat1 Copilot in Teams Copilot in Word PowerPoint Agent Copilot in Excel
+ Copilot for Finance Preview Word Agent Analyst<br>
Get started with Analyst Benefit: Model financial outcomes based on various scenarios, providing valuable support for decision-makers. Decision support After the meeting, summarize the leadership team’s feedback using Copilot in Teams and then use Copilot in Word to quickly update policy documents. Reporting Turn the Word document into a PowerPoint presentation for a leadership team meeting using PowerPoint Agent. Benefit: Create clear financial reports, saving time and ensuring that key insights are communicated effectively.
Get started with Word, Excel, and PowerPoint Agents Insight generation Use Word Agent to generate a white paper in Word on new regulatory risks and recommended responses. Benefit: Quickly create presentations using Copilot to make a first draft.
Get started with Word, Excel, and PowerPoint Agents Value benefit KPIs impacted Copilot Chat1 Copilot in Teams Copilot in Word PowerPoint Agent Copilot in Excel
+ Copilot for Finance Preview Word Agent Analyst<br>