Nano-Workshop Optimizing Financial Operations with Microsoft Copilot

Like traditional workshops, our Nano workshops favor practice over theory and equip attendees with immediately actionable knowledge to help build their skills, and their marvelous career. We use the term Nano for two main reasons: the workshops are very short, and it sounds cool and techy.

Accounting professionals are overwhelmed with the flow of data, the need to create and monitor accurate and secure processes while mitigating risk.

Microsoft Copilot for Finance is a powerful new tool that streamlines the time that the accounting team needs to spend on reconciling financial data, analyzing variances, and reducing the time normally spent on repetitive actions.

In this workshop, we will demonstrate how quickly an organization can make use of AI to streamline and accelerate the work of the accounting and finance team.

We’ll talk about using AI to automate finance pain-points like:

• Reconciling data from multiple systems without manual cut and paste
• Improving the collections process by prioritizing accounts, summarizing conversations, and creating custom payment plans that meet company policy
• Reconciling variances and spotting outliers and highlighting them for investigation

Attendees will understand how quickly and simply AI can bring value to the finance team and will be ready to start implementing solutions within their own organizations.