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Use-case library

Risk, Controls & Compliance · Microsoft Copilot

Automate financial query management

A Copilot Studio agent answers common finance questions and logs them for quality control.

AgentCost-to-ServeSpeedExtend effortCFO

What changed

A custom agent answers employee finance questions from a knowledge base, gathers feedback, and escalates complex issues — reducing the team's query workload.

Try it

Illustrative demo

Synthetic data

Worked example of "Automate financial query management" on synthetic data — edit the inputs to tailor it. Edit the inputs to tailor the output — it's baked synthetic data, so nothing leaves your browser until you run it live.

Company / entity

Synthetic demo company (a ~$5B high-growth US AI SaaS) — swap in any name to tailor the output.

Period

Focus / scope

What this run should concentrate on.

Copy prompt & open Microsoft 365 Copilot

Copilot surfaces used

Copilot StudioAI Agent + SharePointCopilot Chat

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