Delve deeper into the release of Copilot for Finance and uncover the full potential of this innovative AI tool and explore its practical AI features. Discover how it can revolutionize your financial operations and streamline your processes. Read on to learn more.
1). Streamline Financial Analysis with Copilot for Finance
▶ Simplify Excel financial report analysis with natural language prompts.
▶ Detect anomalies and discrepancies in large datasets swiftly and accurately.
▶ Early detection of errors, overspending, or underperformance for proactive management.
▶ Example: Generate variance analysis reports in seconds by simply instructing Copilot for Finance to analyze Excel sheets. Identify discrepancies like unexpected expenses or revenue shortfalls effortlessly.
2). Effortless Excel Reconciliation
▶ Automate reconciliation processes in Excel effortlessly.
▶ Copilot for Finance compares data structures and identifies discrepancies, ensuring accuracy.
▶ Save time and reduce error rates, enhancing financial record integrity.
▶ Example: Automate the comparison of daily transactions with bank records. Copilot for Finance flags any discrepancies, ensuring your financial records remain accurate.
3). Seamless Outlook Integration for Client Accounts
▶ Integrate Copilot for Finance into Outlook for streamlined client account management.
▶ Access client account information promptly, including invoices, receipts, and balance sheets.
▶ Enhance customer service quality and maintain accurate financial records.
▶ Example: Access client invoices and payment history directly from Outlook. Respond promptly to client inquiries and provide real-time updates on account status.
4). Excel Data Report Transformation
▶ Instantly convert raw data in Excel into professional reports and visualizations.
▶ Share reports seamlessly via Outlook and Teams for improved team collaboration.
▶ Foster better decision-making and insights with visually engaging presentations.
▶ Example: Convert raw sales data into visually appealing charts and graphs. Share these reports with stakeholders via Outlook and Teams for collaborative decision-making.
5). Automate Financial System Processes
▶ Connect financial systems like Dynamics 365 and SAP for automated workflows.
▶ Set up automation for audits, guided operations, and regulatory compliance.
▶ Enhance team efficiency, accuracy, and compliance with regulatory requirements.
▶ Example: Automate invoice processing by integrating Copilot for Finance with SAP. Copilot for Finance identifies discrepancies and suggests corrective actions, streamlining the workflow.
Testimonials:
▶ Carolyn Isaacs, Global Director Finance Services and Transformation at Dentsu: "Copilot for Finance promises to accelerate financial team efficiency, enabling professionals to focus on higher-level strategic analysis."
▶ Shaelyn Otikor-Miller, SVP, Head of Global Digital Workplace Strategy, Asset Servicing at Northern Trust: "Excited for Copilot for Finance to optimize customer service processes and enhance the customer experience."
As the pioneering partner and official reseller of Microsoft Copilot solutions, HKT offers comprehensive support to businesses in purchasing and configuring Copilot.