Finance Document Insight Copilot
Finance teams handle large volumes of invoices, statements, and audit reports, often spread across emails, PDFs, and spreadsheets.
- Intermediate
- 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.
Available on request · we reply within one business day
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 Foundry
Azure AI SearchPower Automate
Azure OpenAI
Azure FunctionsPower BI
Run this with your teams
Environments, coaching, judging and reporting, all handled.