CatalogHack to SkillFinance Document Insight Copilot
Hack to Skill

Finance Document Insight Copilot

Finance teams handle large volumes of invoices, statements, and audit reports, often spread across emails, PDFs, and spreadsheets.

level
Intermediate
solution area
AI Business Solutions (ABS)

Multi-week, skilling

A skilling arc across several weeks. Participants work through graded modules against real cloud environments and finish with something they can defend.

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Solution play

Scale Business Operations with AI

Overview

Manual extraction of key fields (totals, supplier info, tax) consumes hours and risks errors. Compliance validation and reconciliation remain manual, slowing reporting cycles. Disconnected workflows limit visibility and data-driven financial decisions.

What participants work through

  • Integrate Azure Document Intelligence with Microsoft Foundry reasoning models
  • Build AI Search indexing and retrieval for finance data
  • Use Copilot Studio to deliver conversational finance insights
  • Connect approval flows via Power Automate and visualize outcomes in Power BI

Technology stack

Microsoft Copilot StudioDocument IntelligenceMicrosoft FoundryAzure AI SearchPower AutomateAzure OpenAIAzure FunctionsPower BI

Run this with your teams

Environments, coaching, judging and reporting, all handled.

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