Finance scenario: Financial insights

Download scenario guide
Available with: Copilot for Finance (includes Copilot for Microsoft 365) Scenario level:

KPIs impacted

Outsourcing spend

Value benefit

Cost savings

Employee experience

Using Copilot to financial insights

1. Payment reconciliation​

In Excel, use Copilot for Finance to gather financial data from SAP or Dynamics 365 to reconcile data entries across systems.​

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Copilot in Excel

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Copilot for Finance (Preview)

Create a unified view of financial information that is crucial for accurate analysis.​

2. Natural language queries​

Use Copilot with a connector to the financial system to directly query data for deeper insights. ​

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Copilot Studio SAP plug-in

Allow users to interact with financial data intuitively, making complex data analysis more accessible.​

3. Risk assessment

Leverage Copilot to inquire about any potential risks due to recent regulatory changes around privacy and local laws.

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Identify potential risks, providing insights that enable proactive risk management.​

4. Insight generation

Use Copilot in Word to generate a white paper on new regulatory risks and recommended responses including charts generated by Copilot in Excel.

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Copilot in Excel

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Copilot in Word

Create clear financial reports, saving time and ensuring that key insights are communicated effectively.​

5. Reporting

Turn the Word document into a PowerPoint presentation for a leadership team meeting.

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Copilot in PowerPoint

Quickly create presentations using Copilot to make a first draft.​

6. Decision support

After the meeting, summarize the leadership team’s feedback using Copilot in Teams and then use Copilot in Word to quickly update policy documents.​

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Copilot in Teams

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Copilot in Word

Model financial outcomes based on various scenarios, providing valuable support for decision-makers.​

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”