Copilot for Finance Teams
Speed up reconciliation, variance analysis and reporting with Copilot in Excel and Dynamics 365 Finance.
Solution Overview
The Challenge
Finance teams spend the first week of every month reconciling accounts, chasing variance explanations from budget holders and assembling the same management pack in the same format as last month.
- 1Days lost each close to manual reconciliation and matching
- 2Variance explanations chased from budget holders by email
- 3Management packs rebuilt manually every month in the same format
Our Approach
CloudGate applies Copilot in Excel, Copilot in Dynamics 365 Finance and Microsoft 365 Copilot across the close and reporting cycle: reconciliation assistance and anomaly detection in Excel, automated variance narrative generation against actuals and budget, and drafted management commentary and board packs.
- Copilot-assisted reconciliation and anomaly detection in Excel
- Automated variance narrative generation against budget, forecast and prior period
- Management pack and board commentary drafting from certified Fabric data
Typical Outcomes
Typical outcomes for this solution pattern, not the results of a named client engagement.
Technologies Used
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