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Microsoft

Reimagine Finance with AI and Agents

Microsoft via YouTube

Overview

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Explore how AI and intelligent agents can revolutionize finance processes in this 44-minute conference session from Microsoft Ignite 2025. Discover the Frontier Firm's Finance tech stack and learn to develop your own transformation strategy for minimizing liability, enhancing financial insights, and reducing tedious work for finance teams. Examine Microsoft's comprehensive suite of AI tools including Azure AI Foundry and Copilot Studio that support finance transformation initiatives. Master finance-specific Copilot features integrated within Outlook and Excel that connect with ERP data and automate complex reconciliation tasks. Learn how AI assists in troubleshooting mismatched transactions, automating variance analysis, handling larger voucher mismatches, and creating journal entries automatically. Understand the critical importance of maintaining human oversight, ensuring auditability, and preserving financial control in AI-driven processes. Get introduced to Copilot Studio for building custom financial agents and discover how to simplify agent creation without requiring extensive coding expertise. Gain practical insights from speakers Sigita Cepaitiene, Matt Jutila, and April Olson as they demonstrate real-world applications and provide actionable strategies for implementing AI-first finance approaches in your organization.

Syllabus

0:00 - Introduction to frontier firms and AI-first finance strategies
00:03:35 - Microsoft tools supporting finance transformation including Azure AI Foundry and Copilot Studio
00:09:01 - Finance-specific Copilot features in Outlook and Excel integrating ERP data and automating reconciliation tasks
00:12:03 - Copilot assists in troubleshooting mismatched transactions
00:16:40 - Automating variance analysis through AI actions
00:23:40 - Handling Larger Voucher Mismatch and Automating Journal Entry Creation
00:27:00 - Emphasis on Human Oversight, Auditability, and Financial Control
00:33:25 - Introduction to Copilot Studio for Custom Financial Agents
00:35:08 - Simplifying Agent Creation Without Coding Expertise

Taught by

Microsoft Ignite

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