Agentic AI Finance Workflow

Close books by Day 3 instead of Day 10. Built with Microsoft Copilot Studio and Power Automate, our agents automate the month-end close process—from chasing department submissions to final CFO package. Your data stays in your environment. Your IT stays in control.

The Finance Workflow we Automate

1. Chase Submissions: Power Automate sends emails to 12 department heads on Day 1. Tracks submissions. Escalates to managers if missing.
2. Collect Files: Monitors 12 SharePoint folders. Pulls files to staging when they appear. Validates formats.
3. Consolidate Data: Merges all division Excel files into master workbook. Handles different formats automatically.
4. Reconcile: Compares actuals to GL. Flags variances over 5%. Creates exception list with details.
5. Generate Package: Creates close report with AI commentary. Updates Power BI. Generates audit log.
6. Submit & Close: Emails CFO package. Updates tracker to Complete. Done by Day 3.

Typical Outcomes Based on implementations with mid-market and enterprise finance teams: Faster close: Day 10 → Day 3-5 (varies by organization). Timeline depends on process maturity, data quality, number of entities. Less manual work: 70-85% reduction (varies by team) on consolidation and reconciliation. Analysts focus on variance analysis. Audit ready: Complete audit trail. Every step logged in SharePoint with timestamps.

Why Microsoft + Concentrix? • Copilot Studio: Build agents with instructions, knowledge, actions, orchestration • Power Automate: 1,500+ connectors, 15,000+ actions, pre-built finance workflows • Azure AI: OpenAI and other LLMs with enterprise security, compliance • Deploy Everywhere: Teams, SharePoint, Dynamics 365, Salesforce, ServiceNow, 20+ channels

Ready to Transform Finance? Book a 30-minute assessment to see your specific automation roadmap and ROI projection.