This session explores how AI can simplify and accelerate accounting workflows. We’ll look at practical applications of Microsoft 365 Copilot and Business Central Copilot, focusing on how they reduce manual effort, improve accuracy, and deliver insights faster.

What we’ll cover:

· Overview of Copilot in Accounting – What it is and why it matters

· Business Central Copilot

o Agents – sales and payable automation

o Automating routine finance tasks (journal entries, reconciliations, approvals)

o Drafting and analyzing financial reports

o Predictive insights (cash flow, overdue payments, inventory impact)

o AI-assisted data entry and error reduction

· Microsoft 365 Copilot for Accountants

o Excel – Automating reconciliations, building financial models, and variance analysis

o Outlook – Drafting financial communications and responding to vendor/client queries

o Teams – Meeting recaps, follow-ups, and finance team collaboration

o Word / PowerPoint – Creating polished financial reports and board decks

· Prompting for Finance – How to ask the right questions for better AI outputs

· Best Practices – Accuracy checks, compliance, and security considerations

· Pricing & Licensing – What’s available today and how to access