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View downloadsFinance scenario: Optimize your financial operations (Microsoft Copilot only)
Download scenario guide Watch how to start with Microsoft CopilotAvailable with: Microsoft Copilot Scenario level:
KPIs impacted
Reduce spend
Risk management
Value benefit
Cost savings
Employee experience
Use Copilot to optimize your financial operations
1. Automate workflows
Use Microsoft Copilot to write a python script to automate tedious tasks like data collection.
Copilot1
Prompt: Write a python script to mine data from various websites.
2. Financial analysis
Save time by asking Copilot for ideas of how to perform complex financial analyses.
Copilot1
Prompt: How should I structure a valuation of a retired manufacturing facility?
3. Stay up-to-date with news and trends
Make sure you’re caught up with the latest industry news and trends by asking Copilot for a summary.
Copilot1
Prompt: Generate a summary that provides insights into the current state of the steel industry based on recent financial news, stock market data, and economic indicators.
4. Gather competitor information
Prompt Copilot to compare product capabilities to perform an accurate Total Cost of Ownership analysis for a product pricing update.
Copilot1
Prompt: Create a table comparing the capabilities of Product X and Product Y.
5. Communicate insights
Relay key insights to your audience by using Copilot to generate content like reports, investments summaries, financial briefs, and more.
Copilot1
Prompt: Generate an investment summary based on the annual report on this web site. Simplify the financial jargon and be sure to include information on key risks and performance metrics.
6. Due diligence
Prompt Copilot to identify potential acquisition targets in specific geographies.
Copilot1
Prompt: Provide a list of likely acquisition targets in the retail industry in Asia and give the reasons why they are on the list.
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”.
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.
