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Use-case library

Risk, Controls & Compliance · Microsoft Copilot

Finance Q&A agent

A Copilot Studio agent resolves finance queries against ERP and policy data with compliance alignment.

AgentCost-to-ServeSpeedBuild effortCFOCIO / CTO

What changed

The agent answers finance questions (invoice status, payments, expense tracking) from ERP and policy sources, routes complex queries to SMEs, and reports recurring gaps back to the team.

Try it

Illustrative demo

Synthetic data

Worked example of "Finance Q&A agent" 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 + ERPPower Automate

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