How Copilot for Finance Can Transform Your Financial Processes 

Copilot for Finance

Discover the benefits of using Microsoft’s AI-powered assistant for finance professionals 

Finance is a complex and dynamic field that requires constant attention and analysis. Whether you’re a CFO, an accountant, a financial analyst, or a finance manager, you know how challenging it can be to keep up with the ever-changing financial landscape. You also know how tedious and time-consuming some of the tasks you have to do are, such as data entry, report generation, audit preparation, and more. 

What if there was a way to simplify and streamline your financial processes, while also gaining valuable insights and guidance from a smart and reliable AI assistant? Well, there is, and it’s called Copilot for Finance. 

Copilot for Finance is a new application from Microsoft that leverages the power of AI to help you with your financial tasks and decisions. It connects to your business financial systems, such as Dynamics 365 and SAP, and provides you with finance-based insights and guided actions within the productivity apps you use every day, such as Outlook, Excel, Microsoft Teams, and other Microsoft 365 applications. 

In this blog post, we’ll explore how Copilot for Finance can transform your financial processes, and why you should consider using it for your business. We’ll also show you how Jera IT, a leading MSP in the UK, can help you get started with Copilot for Finance and make the most of its features. 

Why You Need Copilot for Finance 

Copilot is not just another tool for finance professionals. It’s a game-changer that can revolutionise the way you work and the results you achieve. Here are some of the benefits for your business: 

  • Save time and reduce errors: Copilot for Finance automates repetitive and manual tasks, such as data entry, review cycles, and report generation, freeing up your time for more strategic and creative work. It also reduces the risk of human errors and inconsistencies, ensuring accuracy and quality of your financial data and reports. 
  • Gain insights and guidance: Copilot for Finance learns from your financial data and behaviour, and provides you with relevant and timely insights that you might have missed otherwise. It can help you uncover hidden trends, predict cash flow issues, identify areas for cost optimisation, and more. It also offers you guided actions and suggestions, such as streamlining audits, simplifying collections, and speeding up financial reporting, based on your role and needs. 
  • Integrate seamlessly and work frictionlessly: Copilot for Finance integrates seamlessly with your existing Microsoft 365 tools, such as Excel, Outlook, and Teams, so you don’t have to switch between applications or struggle to import data. You can access insightful financial information directly within your familiar workflow, eliminating silos and improving communication across your team. 
  • Trust and secure your data: the service inherits the robust security features you trust from Microsoft 365, such as encryption, authentication, and compliance. You can rest assured that your financial data is protected and adheres to the strictest data privacy regulations, giving you peace of mind and confidence. 

How Copilot for Finance Works 

Copilot for Finance is a new Copilot experience in Microsoft 365 that features AI-assisted help for financial professionals. It works by connecting to your business financial systems, such as Dynamics 365 and SAP, and providing you with finance-based insights and guided actions within the productivity apps you use every day, such as Outlook, Excel, Microsoft Teams, and other Microsoft 365 applications. 

For example, you can use Copilot for Finance to: 

  • Get a quick overview of your financial performance and key metrics in Outlook, and drill down into the details with a simple click. 
  • Create and update financial reports in Excel with ease, and get AI-powered assistance to detect and explain variances, highlight trends, and generate charts and graphs. 
  • Access Copilot for Finance from any device, anywhere, and anytime, and get the same consistent and reliable experience. 

How to Get Started with Copilot for Finance 

Copilot for Finance is currently available for early adopters who want to experience its transformative potential. If you’re interested in using Copilot for Finance for your business, here’s how to get started: 

  • Visit the Copilot for Finance website: This website provides a wealth of information, such as product details, functionalities, FAQs, and more. 
  • Review the requirements: Make sure you meet the licensing requirements, such as having specific Microsoft 365 subscriptions, as well as the browser specifics, and other guidelines. 
  • Connect with Jera IT: We are a leading MSP in the UK that specialises in Microsoft 365 and Copilot solutions. We can offer you support to set up Copilot for Finance, ensure it’s integrated and secured, and train your team on how to use its helpful features. 

Why Choose Jera IT for Copilot for Finance 

At Jera IT, we are passionate about helping businesses leverage the power of AI to transform their processes and outcomes. We have extensive experience and expertise in Microsoft 365 and Copilot solutions, and we can help you unlock the full potential of Copilot for Finance for your business. 

When you choose Jera IT for Copilot for Finance, you can expect: 

  • Personalised and tailored service: We understand that every business is unique, and we’ll work with you to understand your goals, challenges, and needs, and provide you with a customised solution that suits your budget and timeline. 
  • Professional and reliable support: We have a team of certified and qualified technicians who can handle the technical aspects of Copilot for Finance, such as installation, integration, security, and maintenance, and ensure that everything runs smoothly and efficiently. 
  • Comprehensive and ongoing training: We have a team of experienced and friendly trainers who can teach you and your team how to use Copilot for Finance effectively and confidently, and provide you with tips and best practices to make the most of its features. 
  • Responsive and proactive communication: We have a team of dedicated and responsive account managers who can answer your questions, address your concerns, and keep you updated on the progress and performance of Copilot for Finance, and provide you with feedback and suggestions for improvement. 

Ready to Embrace the Power of AI for Finance? 

The world of finance is evolving rapidly, and you need to keep up with the changes and challenges. Copilot for Finance is a powerful and innovative tool that can help you simplify and streamline your financial processes, while also gaining valuable insights and guidance from a smart and reliable AI assistant. 

Whether you’re a seasoned financial professional or a curious learner, Copilot for Finance can help you improve your financial skills and results, and empower you to make better and faster decisions for your business. 

If you’re ready to embrace the power of AI for finance, contact us today to see how we can help you get started with Copilot for Finance and make the most of its features.