Copilot For Finance: Your Ai Wingman For Accuracy, Efficiency & Compliance

“I need to get things done without disruption – and I can’t afford to miss a deadline.”

Finance teams operate in a world of precision, deadlines, and compliance. Whether it’s HMRC submissions, VAT returns, or payroll processing, there’s little room for error and even less for delay. That’s why finance professionals are often cautious about adopting new technologies, until they see how it fits seamlessly into their existing workflows.

Enter Microsoft 365 Copilot: your AI wingman for faster reporting, smarter analysis, and confident compliance.

What Is Microsoft 365 Copilot?

Copilot is an AI assistant built into the Microsoft 365 apps your finance team already uses—Excel, Word, Outlook, Teams, and more. It helps automate reporting, analyse data, and streamline communication, all while keeping your information secure within your Microsoft environment.

Unlike public AI tools, Copilot is designed for enterprise use – compliant, secure, and deeply integrated.

How Copilot Supports Finance Across Microsoft 365

📧 Outlook

• Draft responses to internal finance queries
• Summarise email threads and prioritise urgent requests
• Automate stakeholder updates and reminders

📊 Excel

• Analyse financial data and detect anomalies
• Generate reports for VAT, payroll, and forecasting
• Highlight trends and surface key metrics instantly

📝 Word

• Draft financial policies, audit documentation, and compliance reports
• Refine tone and structure for formal communications
• Create templates for consistent reporting

💬 Teams

• Summarise finance meetings and action points
• Prepare talking points for leadership updates
• Surface relevant documents during live chats

📁 PowerPoint

• Build financial presentations for board meetings
• Visualise budget performance and forecasting data
• Save time on formatting and design

Finance Use Case: Preparing for Quarterly Reporting

Imagine your finance team is preparing for a quarterly board review. With Copilot:

	Analyse performance data and flags anomalies with Copilot in Excel
	Prepare stakeholder updates and meeting invites using Copilot in Outlook
	Draft the financial summary and compliance notes using Copilot in Word
	Summarise previous finance meetings and suggests next steps using Copilot in Teams

In just a few hours, your team is ready to present – with confidence, accuracy, and zero disruption to your workflow.

Partnering with Enhanced

At Enhanced, we help finance teams unlock the full potential of Microsoft 365 Copilot. From secure deployment to strategic integration, we guide your journey to smarter, more efficient financial operations.

Let Copilot be your wingman – so you can focus on what matters most: accuracy, compliance, and strategic insight.