Cenário financeiro: Financial insights

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Disponível com: Copilot para Finanças (inclui Copilot para Microsoft 365) Nível do cenário:
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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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Copiloto no 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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Copilot2

Copilot Studio icon

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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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.

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Copiloto no Excel

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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.

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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.​

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Copiloto em Equipes

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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”