microsoft copilot

Top 10 Real Use Cases for Microsoft Copilot in the Finance

Discover how Microsoft Copilot revolutionizes the finance industry:

  • Automates routine financial tasks
  • Enhances client engagement and portfolio management
  • Streamlines reporting, compliance, and market analysis

Maximize efficiency and focus on strategic financial decisions with Copilot’s AI-driven solutions. Learn about real use cases for copilot.

Top 10 Real Use Cases for Microsoft Copilot in the Finance Industry

Real Use Cases for Microsoft Copilot in the Finance
  1. App: Copilot in Dynamics 365
    • Use Case: Financial Reporting Automation
    • Prompt: “Generate monthly financial reports, including P&L statements, balance sheets, and cash flow statements.”
    • Time Saved: Automates complex financial reporting, saving around 4-5 hours monthly.
  2. App: Copilot in Teams
    • Use Case: Client Meeting Coordination
    • Prompt: “Schedule weekly client meetings based on portfolio review dates and client availability.”
    • Time Saved: Streamlines scheduling, reducing time by 2 hours weekly.
  3. App: Copilot in Excel
    • Use Case: Budget Forecast Analysis
    • Prompt: “Analyze quarterly budget forecasts and compare them with actual expenditures.”
    • Time Saved: Reduces analysis time by up to 3 hours per quarter.
  4. App: Copilot in Outlook
    • Use Case: Compliance Communication
    • Prompt: “Draft an email updating stakeholders on the latest compliance regulations.”
    • Time Saved: Speeds up regulatory communication tasks by about 1 hour per week.
  5. App: Copilot in PowerPoint
    • Use Case: Investment Strategy Presentation
    • Prompt: “Create a presentation outlining the proposed investment strategy for the next fiscal year.”
    • Time Saved: Cut down presentation preparation time by about 2 hours.
  6. App: Copilot in Power BI
    • Use Case: Market Trend Analysis
    • Prompt: “Develop a dashboard displaying real-time market trends and financial indicators.”
    • Time Saved: Saves approximately 5 hours per month on market analysis.
  7. App: Copilot in Word
    • Use Case: Policy Update Documentation
    • Prompt: “Revise our investment policy document to reflect the new regulatory changes.”
    • Time Saved: Decreases document revision time by about 3 hours per document.
  8. App: Copilot in SharePoint
    • Use Case: Secure Document Archiving
    • Prompt: “Organize and archive all compliance documents securely in SharePoint.”
    • Time Saved: Can save up to 4 hours per week on document archiving.
  9. App: Copilot for Customer Insights
    • Use Case: Client Portfolio Personalization
    • Prompt: “Generate personalized investment recommendations for clients based on their risk profiles.”
    • Time Saved: Reduces time spent on portfolio customization by 2 hours per client.
  10. App: Copilot in Microsoft Edge
    • Use Case: Financial Research
    • Prompt: “Research emerging financial markets and potential investment opportunities.”
    • Time Saved: Cuts down research time by about 3-4 hours weekly.

These use cases illustrate how Microsoft Copilot can significantly enhance efficiency in various financial operations, from backend management to client-facing activities.

By automating routine tasks and providing intelligent insights, Copilot enables finance professionals to focus on more strategic and value-added activities, thereby improving productivity and client satisfaction.


  • Fredrik Filipsson

    Fredrik Filipsson brings two decades of Oracle license management experience, including a nine-year tenure at Oracle and 11 years in Oracle license consulting. His expertise extends across leading IT corporations like IBM, enriching his profile with a broad spectrum of software and cloud projects. Filipsson's proficiency encompasses IBM, SAP, Microsoft, and Salesforce platforms, alongside significant involvement in Microsoft Copilot and AI initiatives, enhancing organizational efficiency.