Copilot Financial Reporting

Overview

The Ready-made Copilot AI Financial Reporting App offers an automated solution for Financial Reporting from multiple data sources. Designed for seamless integration with Microsoft 365 and Copilot, this application delivers financial reports for management and other stakeholders either internal or external.

Client Benefits

• Automates the AI Financial Reporting processes and creation of bespoke reports.

• Accesses data from multiple data sources

• Reduces manual work, errors and time for production of reports

• Provides tracking of open and read rates by individuals

• Connects to distribution lists of email addresses both internal and external.

• Updates reports automatically on a continuous basis

• Significantly reduces manual work process time for finance and other staff members, allowing them to focus on core responsibilities.

• Reaches large audiences within minutes.

• Management graphics/ reports

Partner Benefits

• Opportunity to implement an app that builds Copilot activity and increases licensing opportunities.

• Creates avenues for offering security services related to Copilot deployment and usage.

• Provides a ready-made application for immediate customer usage, shortening time-to-value.

• Includes work process analysis and data link services to ensure optimal integration and operation.

• Comes with Copilot readiness assessment and Microsoft 365 usage assessment as part of the package.

• Additional functionality and customisation available through extra professional service days, enabling tailored solutions for clients.

Included Services

• Consulting to assess requirements and ensure readiness for Copilot and Microsoft 365.

• Development of the AI Financial Reporting app tailored to client needs.

• Set-up and testing to guarantee a robust and reliable implementation.

• Monthly support services to manage and optimise the system for 12 months.

Additional Functionality

Bespoke enhancements and additional features can be delivered with extra professional service days, allowing organisations to further customise the application to suit their unique AI Financial Reporting processes.

Summary

The Copilot AI Financial Reporting App is a comprehensive, ready-made solution for organisations seeking to automate and improve their AI Financial Reporting processes. With clear benefits for clients, partners, and staff, as well as a transparent pricing structure, this package delivers value, efficiency, and future-ready integration for Microsoft Copilot and Microsoft 365 environments.