Microsoft 365 Copilot for Sales – Accelerate Financial Operations with AI-Connected to Your ERP

Finance teams spend countless hours reconciling data across systems, investigating variances, responding to ad-hoc inquiries, and preparing reports—tasks that consume time better spent on strategic analysis and decision support. Microsoft 365 Copilot for Finance transforms financial operations by bringing ERP-connected data and AI-powered workflows directly into Excel, Outlook, and other Microsoft 365 tools that finance professionals use daily.

Arquiconsult’s implementation services for Copilot for Finance ensure your finance organization maximizes the value of this powerful AI solution. We handle integration with Dynamics 365 Finance or SAP, deployment configuration, process optimization, training, and ongoing support to drive adoption and deliver measurable efficiency gains.

Key Capabilities

ERP-Connected Insights in Excel

Access real-time financial data from Dynamics 365 Finance or SAP directly within Excel using natural language queries. Copilot for Finance retrieves the relevant data, and presents insights in familiar spreadsheet formats.

Excel Capabilities:

. Natural language queries for financial data ("Show budget variances for Q3");
. Automated variance analysis with driver identification;
. Period-over-period trend analysis and visualizations;
. Drill-down capabilities to transaction-level detail;
. Integration with Power BI for advanced analytics.

Collections & Payment Management

Streamline collections processes with AI assistance that helps finance teams manage outstanding invoices, customer payment history, and collection strategies directly within Outlook.

Collections Features:

. Customer payment history and aging summaries;
. AI-drafted collection emails with appropriate tone;
. Outstanding invoice details and dispute tracking;
. Payment promise monitoring and follow-up suggestions;
. Customer communication history across channels.

Financial Reconciliation Automation

Accelerate month-end close and financial reconciliation processes with AI-powered assistance that identifies discrepancies, suggests corrections, and automates repetitive reconciliation tasks.

Reconciliation Capabilities:

. Automated bank statement reconciliation;
. Variance identification and explanation drafting;
. Journal entry suggestions for common adjustments;
. Multi-currency reconciliation Support;
. Audit trail documentation and compliance support.

Variance Analysis & Forecasting

Quickly understand what’s driving financial performance changes with AI-powered variance analysis that identifies key drivers, explains trends, and supports forecast adjustments.

Analysis Features:

. Automated budget-to-actual variance analysis;
. Key driver identification with drill-down detail;
. Natural language explanations of financial changes;
. Forecast scenario modeling and what-if analysis;
. Executive summary generation for management reporting.

Benefits for Your Finance Organization

Reduce Time Spent on Manual Tasks

Improve Collaboration with Business Partners

Maintain Compliance & Auditability

Accelerate Month-End Close

Enhance Forecast Accuracy

Our Implementation Approach

Assessment & Process Analysis

We evaluate your current finance processes, ERP configuration (Dynamics 365 Finance or SAP), data quality, and integration requirements to develop an implementation strategy tailored to your organization.

Assessment Activities:

. Finance process mapping and pain point identification;
. ERP system configuration review and integration planning;
. Data quality assessment and remediation planning;
. Use case prioritization based on business impact;
. Success metrics definition and baseline establishment.

ERP Integration & Deployment

Our certified consultants handle the technical integration between Copilot for Finance and your ERP system, ensuring secure data access, proper permissions, and alignment with governance policies.

Deployment Services:

. Copilot for Finance activation and licensing;
. ERP connector configuration (Dynamics 365 or SAP);
. Security and access control implementation;
. Data mapping and validation;
. User provisioning and role assignment.

Process Optimization & Customization

We work with your finance team to optimize workflows, create custom queries and templates, and configure Copilot for Finance to support your specific financial processes and reporting requirements.

Customization Options:

. Custom financial queries and data views;
. Template creation for common analysis and reporting tasks;
. Integration with existing Excel models and reports;
. Workflow automation for collections and reconciliation;
. Custom dashboards and KPI tracking.

Training & Enablement

Comprehensive training ensures your finance team understands Copilot capabilities, trusts AI-generated insights, and adopts best practices that maximize efficiency gains.

Training Program:

. Finance leadership briefings on AI strategy and value;
. Hands-on training for financial analysts and accountants;
. Use case-specific workshops (reconciliation, analysis, forecasting);
. Best practices for reviewing and validating AI-generated content;
. Ongoing learning resources and support.

Adoption Monitoring & Optimization

We track adoption metrics, measure business impact, gather user feedback, and continuously optimize Copilot for Finance configurations to ensure sustained value realization.

Optimization Services:

. Usage analytics and adoption tracking;
. Time savings and efficiency measurement;
. User feedback collection and analysis;
. Query and template refinement;
. New capability enablement and use case expansion.

Success Metrics & Impact

Finance organizations implementing Copilot for Finance achieve significant improvements

50-75% time savings on reconciliation and variance analysis tasks

Improved forecast accuracy, through better trend analysis and driver identification

Contact Arquiconsult to schedule a Copilot for Finance consultation and discover how we can help you accelerate financial processes while improving accuracy and insights.