Role-Based Programme
RB0570

Microsoft Copilot Studio for Finance & Accounting

Build AI Agents for Finance Queries, Approvals & Reporting Workflows

IMAGE REQUIRED
Duration
4 Hours
Level
Awareness
Delivery
Instructor-Led
Format
Awareness Session

Programme Objectives

  • Understand how Microsoft Copilot Studio can support finance and accounting activities through governed AI agents.
  • Explore source-grounded agents for finance policies, procedures, reporting guidance, and routine employee queries.
  • Identify opportunities to streamline invoice, expense, approval, receivables, reporting, and finance-support workflows.
  • Create basic agent interactions using approved knowledge, structured topics, actions, and human approvals.
  • Apply financial-data validation, confidentiality, segregation of duties, permissions, and human-review controls.

Tools covered

Microsoft Copilot StudioAI AgentsAgent InstructionsKnowledge SourcesGenerative AnswersTopicsAgent Tools & ActionsAgent FlowsPower Platform ConnectorsDataverseSharePointAuthenticationTesting & Analytics

Who should attend

  • Finance Managers
  • Accounting Managers
  • Financial Analysts
  • Management Accountants
  • Accounts Payable Professionals
  • Accounts Receivable Professionals
  • Financial Reporting Professionals
  • Controllership Professionals
  • Finance Operations Professionals
  • Shared Services Finance Professionals
  • FP&A Professionals
  • Finance Transformation Professionals
  • Finance & Accounting Team Leads

Prerequisites & Participant Readiness

  • Basic understanding of finance or accounting processes
  • Familiarity with invoices, expenses, approvals, reconciliations, or financial reporting
  • Basic awareness of Microsoft 365 or Power Platform is helpful
  • No programming expertise required
  • No previous Copilot Studio experience required

TOC Modules

Concepts
  • Understanding agents, instructions, knowledge, topics, tools, actions, and workflow concepts
  • Identifying suitable finance applications across queries, approvals, reporting, and process coordination
  • Differentiating AI assistance from accounting judgement, financial authorization, and statutory reporting decisions
  • Recognising where qualified finance professionals must retain ownership
Practical activities
  • Exploring a sample finance-focused Copilot Studio agent
  • Mapping common finance activities to suitable agent capabilities

Scenarios

Supplier Invoice to Controlled Approval

Supplier Invoice Query → Copilot Studio Agent → Information Capture → Policy / Process Guidance → Approval Routing → Finance Review → Approved Processing → Status Confirmation

Participants design an agent-assisted invoice workflow that improves coordination and visibility while keeping payment authorization and accounting decisions under approved finance controls.

Management Query to Financial Insight

Management Question → Approved Financial Data → Copilot Studio Agent → Summary & Variance Identification → Finance Validation → Management Review

Participants create a source-grounded finance assistant that helps users interpret validated management information while ensuring all figures and financial conclusions are reviewed against authoritative systems.

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