Get started with finance agents
Intermediate
Business User
Functional Consultant
Administrator
Microsoft Copilot
Dynamics 365
Finance
Finance agents accelerate time-to-impact for finance professionals by surfacing insights that support strategic decision-making and reducing the time that's spent on manual, repetitive work. Finance agents empower finance professionals to stay in the flow of work by seamlessly connecting productivity tools such as Microsoft Excel with existing financial systems to support critical business processes and generate insights and actions in real time.
Learning objectives
This module explains the following concepts:
- The capabilities of finance agents.
- How finance agents can spur growth with action-oriented recommendations, proactive anomaly detection, and specialized prompts and guidance.
- How finance agents can improve efficiency by applying next-generation AI to labor-intensive processes like collections and contract and invoice capture.
- How finance agents integrate with Microsoft 365 Outlook and Microsoft 365 Excel to offer productivity gains for finance professionals.
- The deployment process for finance agents.
- The architecture of finance agents.
Prerequisites
Knowledge of finance accounts receivable processes