Finance scenario: Amendment comparisons
Available with: Microsoft 365 Copilot Scenario level:
KPIs impacted
Reduce spend
Risk management
Value benefit
Cost savings
Employee experience
Use Copilot to make amendment comparisons
1. Summarize policy updates
Use Copilot to review the latest accounting regulation updates for the past quarter to determine which amendments may need review.
Business Chat1
Example prompt: Summarize all [U.S. GAAP] updates from the last 3 months.
2. Conduct comparison
Ask Copilot to evaluate and compare the two amendments associated with the recent accounting regulation updates.
Business Chat2
Example prompt: Compare [standardamendment.docx] and [customamendment.docx] and put the results into a table.
3. Collaborate efficiently
Use Copilot in Word to display the table of comparisons and your recommended changes. Add a summary paragraph explaining the objective and recommendations.
Copilot in Word
Example prompt: Rewrite with Copilot to summarize the key differences between the documents in one paragraph.
4. Solicit feedback
Use Copilot in Outlook to draft an email to request your colleague to review the Word document of comparisons.
Copilot in Outlook
Example prompt: Draft with Copilot an email to a colleague requesting their edits and comments in comparison.doc by the end of the week.
5. Share learnings broadly
Create a guide with methodology and learnings for new hires to the team to accelerate their onboarding.
Copilot in PowerPoint
Example prompt: Create a presentation based on [newhireguide.docx].
1Access Copilot at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”.
2Access Business Chat at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”.
3Copilot agents allow Microsoft 365 Copilot to access your organization-specific apps. In the past, this would have required an API call to get data from a system of record. 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.
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.
