Where it runs
Runs across ERP and finance data for controllers and executive teams.
ERP & Finance
Why it exists
Close is done and the analysis has not started. The narrative around the numbers is still assembled by hand, every period — and Copilot licenses are already paid for.
What it does
A Copilot Studio assistant that pulls financial content from SharePoint and client context from Dynamics 365, then drafts the client-ready summary — variances, drivers and trends — in the format leadership already reads, grounded in enterprise records and ready for a controller to review.
What changed
- Executive summaries in minutes rather than days
- A consistent narrative period over period
- Finance analysts back on analysis
- Real value proven from existing Copilot investment
- More than 75 further AI opportunities identified from one proof of value
Built with
- Copilot Studio
- Microsoft 365 Copilot
- Dynamics 365
- SharePoint
- Power BI