Copilot & Agents in Finance: Automating the admin, freeing up the analysis

Daniel Booth from mhance walks through how Copilot and Agents are being used in finance teams to automate reconciliations, streamline reporting, and cut down on repetitive admin work, and how these fits with the wider Microsoft 365 stack :Teams, Outlook, Excel, and Dynamics.
You’ll leave this session able to:
Set up a Co-pilot-assisted reporting workflow using tools your team already has in Excel and Dynamics
Build a basic case for where to start with AI adoption in your own finance function, based on time saved on routine processing

Details

Date: 15th September 2026

Time: 13:20 - 14:00

Theatre

Theatre 1 - FD Show