Use-case library
    Lead-to-Cash · Microsoft Copilot

    Collections coordination

    Surface outstanding invoices from the ERP and streamline customer collections communications.

    CopilotCash / Working CapitalCost-to-ServeBuy effortCFO
    What changed

    Copilot for Finance identifies outstanding invoices from the ERP directly in Outlook, builds call scripts in Word, takes call notes in Teams, and updates payment plans back to the ERP.

    Try it

    Illustrative demo

    Worked example of "Collections coordination" 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.

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

    What this run should concentrate on.

    Copy prompt & open Microsoft 365 Copilot
    Copilot surfaces used
    Copilot in OutlookCopilot for FinanceCopilot in TeamsCopilot in WordWord Agent
    Example prompts

    Click any prompt to copy it and open Microsoft 365 Copilot in a new tab — paste it in (Ctrl/Cmd+V) and tailor it to your own data before you run it.

    HomePulseRolesIntelAI-OSBriefAsk Koko