Copilot for Finance
Copilot Studio
Program Details
Finance teams are trapped in a cycle of manual data entry, reconciliation nightmares, and month-end close chaos. Your analysts spend 15 hours per week on invoice processing alone. Budget variance reports take 3 days to compile. Expense approvals sit in email inboxes for a week. And every audit season means pulling an all-nighter assembling documentation that should have been organized all along. This 16-hour hands-on program teaches finance professionals to build intelligent AI agents using Microsoft Copilot Studio — zero coding required. Within the first session, you'll have a working Invoice Processing Agent that extracts data, validates against PO numbers, routes for approval, and flags exceptions automatically. The program progresses through real finance scenarios: a mid-size company processing 2,000 invoices monthly, a consulting firm managing 500 expense reports per quarter, a manufacturing business tracking budgets across 12 departments, and a financial services firm preparing for SOX compliance audits. Every lab produces a deployable agent. Advanced modules cover multi-system integration with ERP and accounting platforms, intelligent exception handling, and building finance dashboards powered by agent-collected data. You'll finish with a complete Finance AI Automation Playbook that maps every repetitive task to an agent solution with projected ROI.
What will you learn?
Learning Outcomes
Build an Invoice Processing Agent that reduces processing time from 4 hours to 15 minutes per batch Create expense validation bots that catch policy violations before reimbursement Automate budget variance reports that used to take 3 days into real-time dashboards Design audit preparation agents that maintain compliance documentation continuously Integrate finance agents with ERP systems and accounting platforms Calculate and present automation ROI showing $150K-$500K annual savings potential
Modules
Modules
Module 1: Finance Agent Foundations & Invoice Automation (4 hrs)
Copilot Studio setup, building an Invoice Processing Agent, PO matching logic, approval routing
Module 2: Expense Management & Budget Intelligence (4 hrs)
Expense report validation agent, budget variance monitoring bot, spending anomaly detection
Module 3: Financial Reporting & Reconciliation (4 hrs)
Automated report generation agent, bank reconciliation assistant, month-end close automation
Module 4: Audit Readiness & Compliance Agents (2 hrs)
Audit documentation bot, SOX compliance monitoring, evidence collection automation
Module 5: Enterprise Integration & Finance AI Playbook (2 hrs)
ERP integration patterns, multi-agent orchestration, ROI calculation, deployment roadmap
Modules
Module 1: Finance Agent Foundations & Invoice Automation (4 hrs)
Copilot Studio setup, building an Invoice Processing Agent, PO matching logic, approval routing
Module 2: Expense Management & Budget Intelligence (4 hrs)
Expense report validation agent, budget variance monitoring bot, spending anomaly detection
Module 3: Financial Reporting & Reconciliation (4 hrs)
Automated report generation agent, bank reconciliation assistant, month-end close automation
Module 4: Audit Readiness & Compliance Agents (2 hrs)
Audit documentation bot, SOX compliance monitoring, evidence collection automation
Module 5: Enterprise Integration & Finance AI Playbook (2 hrs)
ERP integration patterns, multi-agent orchestration, ROI calculation, deployment roadmap