Microsoft Copilot for Finance

A Game-Changer

Microsoft Copilot for Finance

Microsoft Copilot Readiness

AI Assisting with Key Departmental KPIs

Financial teams today are often overwhelmed by increasingly complex tasks and huge volumes of data. Spending too much time on repetitive, time-consuming processes means that they can struggle to take on more strategic tasks to enable business growth.

Microsoft Copilot for Finance addresses this by unlocking AI-powered solutions for finance professionals, within the apps they already use. It can connect with financial software for automation specific to a particular role and its requirements. The solution works seamlessly with Microsoft Outlook, Excel, Teams, and other Microsoft 365 applications to give employees access to a comprehensive generative AI assistant.

Microsoft Copilot Readiness

Complete the Copilot Questionnaire

Copilot can help increase time for additional analysis, proactive audits, collections processes, and financial reporting.


Shape the future of Finance with Copilot

AI is transforming crucial tasks in Finance such as budgeting, forecasting, financial analysis, and corporate performance management.

Strengthen Customer Relations and Payment Insights

Enhance billing and collections processes by improving communications with customers and vendors, while also refining the analysis of discounted payment options.

Streamline Operations Without Expensive Upgrades

Copilot can be extended into ERP systems and other processes to bring data together and speed up decision-making, without the need to perform expensive updates to financial systems.

Harness the Power of Integrated Financial Tools

Copilot allows finance teams to draw on essential context from your financial data sources, ERP systems, and other tools to rapidly answer questions and organise data.

Intelligent Automation

Copilot can include options to review transactions across systems, carry out data audits and reconciliation, streamline variance analysis with reports from various records, and simplify labour-intensive processes like invoice and contract capture.

Turn your inspiration into stunning presentations

Copilot in PowerPoint will turn existing Word documents into presentations, create new presentations from simple prompts or outlines, or find the best places for impactful imagery—and help you leave audiences dazzled with skillful storytelling.

Copilot for Microsoft 365

For business: Bring Copilot to your organisation with a Microsoft 365 Business Standard or Business Premium subscription.


user/month (Annual commitment)

Copilot for Business includes:

  • Chat with text, voice, and image capabilities
  • Summarisation of documents and web pages Image creation in Designer (formerly Bing Image Creator)
  • Web grounding
  • Use of plugins and Copilot GPTs
  • For work: When enabled, commercial data protection is included for eligible Microsoft Entra ID users at no additional cost
  • Copilot in Word, Excel, PowerPoint, Outlook, and OneNote
  • Copilot in Microsoft Teams
  • Enterprise-grade data protection
  • Microsoft Graph grounding
  • Customisation and extensibility through Microsoft Copilot Studio

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Microsoft Co Pilot
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