Microsoft
Copilot for Finance

Reduce the time spent on manual, repetitive work with Copilot for finance professionals.

Streamline transaction reviews and reporting with templates

Review transactions across multiple systems to identify anomalies, risks, and unmatched data. Save time by using and reusing customizable templates that provide scalable insights. Generate accurate commentary, reports, and insights from various data records efficiently. Transform data into presentation-ready visuals and reports that can be easily shared in Outlook and Microsoft Teams.

Streamline transaction reviews and reporting with templates in Microsoft Copilot for Finance

Explore Copilot on YouTube

Discover the latest features and opportunities of Copilot, including an overview of Copilot for Customer Insights, available app, Copilot Pro features, and more. Visit our YouTube channel for in-depth insights.

Improve customer balance history and communication with Microsoft Copilot

Access a full summary of customer balance history using Copilot-guided prompts and recommendations. Let Copilot draft initial customer communications, including relevant attachments. Use contextualized prompts and next-best actions to speed up your processes. Easily connect to your existing financial data sources, including ERP systems, with prebuilt connectors and Microsoft Copilot Studio.

Improve customer balance history and communication with Microsoft Copilot

Microsoft Copilot for Finance in preview

Microsoft Copilot for Finance

See how to get started using Copilot for Finance in your organization.

Preview

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We have experience in working with different systems to implement solutions that are compatible and accessible. To gain more information or schedule an online demo, please contact with us today.