FINANCE FUNCTION Finance Q&A Agent Manual query

Transcript:FINANCE FUNCTION Finance Q&A Agent Manual query:
FINANCE FUNCTION Finance Q&A Agent Manual query handling leads to delays, inconsistent answers, and increased workload, reducing operational efficiency and impacting decision-making From Manual query handling leads to delays in resolving routine finance queries Lack of centralized access to financial data causes inconsistent responses Repetitive queries add to the burden, reducing focus on strategic tasks Manual responses may not align with internal policies and external regulations, increasing non-compliance risk Instantly responds to finance-related queries (invoice status, payments, expense tracking) using AI-based NLP Ensures responses follow internal and external regulations with Flags non-compliant transactions and queries for review Routes complex queries to the appropriate authority or triggers workflow actions AI-Agent automates responses to finance-related queries, providing real-time, accurate data from ERP and policy documents To Current Workflow Challenges Key Features AI-powered solution that automates finance-related query resolution, ensures real-time data access, handles complex queries, and maintains compliance alignment. Business Impact Query Response Time → The agent retrieves data from ERP systems and policy documents, providing instant answers to routine queries and escalating complex issues for quick resolution Operational Efficiency→ Streamlined query resolution minimizes back-and-forth communication, enhances process efficiency, and improves alignment between finance teams and business units and other teams. Senior Management Compliance teams Support Teams Workload → orchestrating responses to common finance queries reduces manual effort, allowing finance teams to focus on higher-value tasks. Pulls real-time data from ERP, policy documents, and FAQs. and ensures accurate and consistent information Finance Q&A agent Finance Copilot Studio Build AI-powered solution that automates finance-related query resolution, ensures real-time data access, handles complex queries, and maintains compliance alignment. KPIs impacted Value benefit Handle queries Employees ask Finance-related questions and receive responses based on data from ERP, policy documents, and FAQs and ensures accurate and consistent information. Benefit: The agent Instantly responds to finance-related queries (invoice status, payments, expense tracking) using AI-based NLP. Route complex queries The agent routes complex queries to the appropriate authority or triggers workflow actions. Benefit: Helps to ensure that questions are answered by triggering a workflow with Finance subject matter experts. Manager reporting 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. Benefit: The Finance team receives clear feedback on common questions and areas of improvement for Finance policy documentation. Agent-to-Agent Workflow FINANCE FUNCTION Finance Q&A Agent AI-powered solution that automates finance-related query resolution,