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View downloadsFinance scenario: Accounting document evaluation
Download scenario guideAvailable with: Copilot for Microsoft 365 Scenario level:
KPIs impacted
Improve risk management
Value benefit
Cost savings
Using Copilot to accounting document evaluation
1. Summarize requirements
Prompt Copilot to find and reference the most recent U.S. GAAP changes related to cloud computing.
Copilot1
Find and summarize information from the web on the latest accounting regulations.
2. Discover documents
Ask Copilot to find the relevant work documents that needs updating.
Copilot2
Find documents that are relevant to the U.S. GAAP. Suggest changes to the documents to align with new regulations.
3. Make updates
Make updates to the relevant documents based on new U.S. GAAP regulations, leveraging suggestions from Copilot to edit the Word document.
Copilot2
Suggest updates to [Document.docx] based on U.S. GAAP ASU 1234-56 Subtopic 123-45.
4. Recap meeting
Use Copilot to review necessary steps and action items from an earlier meeting with your manager where they outlined their request to update a document based on new accounting guidance.
Copilot2
Recap the last meeting with my manager, highlighting action items.
5. Summarize the updates
Summarize the updated document using Copilot in Word.
Copilot in Word
Generate a bulleted list that summarizes the updated section in [document.docx] about cloud computing.
6. Draft an email
Use Copilot in Outlook to draft an email to your manager, including a summary of the updates you made and next steps.
Copilot in Outlook
Draft an email outlining key changes to the document and next steps for review.
1Access Copilot at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”
2Access Copilot at copilot.microsoft.com, the Microsoft Copilot mobile app, or the Copilot app in Teams, and set toggle to “Work”
