Finance scenario: Accounting document evaluation

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Available with: Copilot for Microsoft 365 Scenario level:

KPIs impacted

Improve risk management

Value benefit

Cost savings

Use Copilot for accounting document evaluation

1. Summarize requirements

Prompt Copilot to find and reference the most recent accounting standards changes related to cloud computing.​

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Example prompt: Find and summarize information from the web on the latest accounting regulations.​

2. Discover documents

Ask Copilot to find the relevant work documents that need updating.

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Example prompt: Find documents that are relevant to the modified standards. Suggest changes to the documents to align with new regulations.​

3. Make updates

Make updates to the relevant documents based on new standards, leveraging suggestions from Copilot to edit the Word document.

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Example prompt: 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. ​

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Example prompt: Recap the last meeting with my manager, highlighting action items.​

5. Summarize the updates

Summarize the updated document using Copilot in Word.​

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Copilot in Word

Example prompt: 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.​

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Copilot in Outlook

Example prompt: Draft an email outlining key changes to the document and next steps for review.​

1Access Copilot at or the Microsoft Copilot mobile app and set toggle to “Web”.
2Access Copilot at, the Microsoft Copilot mobile app, or the Copilot app in Teams, and set toggle to “Work”.

The content in this example scenario is for demonstration purposes only. You should evaluate how Copilot aligns with your organization’s business processes, regulatory requirements, and responsible AI principles.