Use-case library
    Record-to-Report · Microsoft Copilot

    Reconcile financial data to accelerate period closing

    Use Copilot for Finance in Excel to reconcile accounts across customers and suppliers and produce a discrepancy report.

    CopilotSpeedCost-to-ServeExtend effortCFO
    What changed

    Copilot for Finance reconciles accounts in Excel, flags discrepancies, generates a report summary, and can stand up a Copilot Studio knowledge agent over the reconciliation reports for the team to query.

    Try it

    Illustrative demo

    Worked example of "Reconcile financial data to accelerate period closing" 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 ExcelCopilot for FinanceCopilot in TeamsCopilot Studio
    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.

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