Procurando por
Conteúdo disponível para download?
Baixe nossos kits de cenários funcionais, guias de cenários e guias diários para acelerar sua implementação do Copilot.
Ver downloadsCenário financeiro: Financial insights
Baixar guia de cenárioDisponível com: Copilot para Finanças (inclui Copilot para Microsoft 365) Nível do cenário:
KPIs impactados
Gastos de terceirização
Benefício de valor
Poupança de custos
Experiência do funcionário
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.
![Excel icon](/wp-content/uploads/2023/10/icon-excel.png)
Copiloto no Excel
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.
Copilot2
![Copilot Studio icon](/wp-content/uploads/2024/03/icon-copilot-studio.png)
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.
Copilot1
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.
![Excel icon](/wp-content/uploads/2023/10/icon-excel.png)
Copiloto no Excel
![Word icon](/wp-content/uploads/2023/07/icon-microsoft-word.png)
Copiloto no 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.
![PowerPoint icon](/wp-content/uploads/2023/07/icon-microsoft-powerpoint.png)
Copiloto no 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.
![Microsoft Teams icon](/wp-content/uploads/2021/02/teams-icon.png)
Copiloto em Equipes
![Word icon](/wp-content/uploads/2023/07/icon-microsoft-word.png)
Copiloto no Word
Model financial outcomes based on various scenarios, providing valuable support for decision-makers.
1Acesse Copilot em copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”
2Acesse Copilot em copilot.microsoft.com, o aplicativo móvel Microsoft Copilot ou o aplicativo Copilot no Teams e alterne para “Trabalho”