Optimising finance and accounting with AI
How Microsoft 365 Copilot is transforming financial workflows
Microsoft Teams
18th March 2025 | 10:00 – 11:00
Finance and accounting
Finance and accounting teams are at the heart of every organisation, ensuring financial stability and compliance. Yet, these professionals face increasing pressure to manage growing workloads, conduct detailed financial analyses, and maintain compliance in a reactive regulatory environment.
With the rise of AI solutions, finance professionals now have the opportunity to reduce manual workloads, eliminate errors, and gain deeper insights from their data. Microsoft 365 Copilot integrates seamlessly with familiar tools like Excel, Outlook, and Teams to enhance efficiency by automating repetitive admin tasks.
As the UK’s leading Microsoft 365 Copilot partner, Phoenix Software invites you to an exclusive webinar designed specifically for finance and accounting professionals. Discover how AI-powered automation and insights can streamline your operations and unlock new levels of accuracy and productivity.
What you’ll learn
This webinar will showcase how Microsoft 365 Copilot can revolutionise finance and accounting functions by enabling:
Automated data reconciliation and accuracy: reduce errors and speed up reconciliation processes with transaction matching and anomaly detection
Advanced financial analysis and variance reporting: analyse financial data, highlight key trends, and provide actionable insights
Effortless financial reporting and forecasting: generate reports instantly, visualise data in compelling formats, and improve forecasting accuracy
Compliance and risk management: track regulatory changes and ensure compliance with financial policies and audit requirements
Increased productivity with Microsoft 365 integration: automate email responses, summarise meeting notes, and streamline collaboration
Why attend?
AI is revolutionising finance and accounting, and organisations that embrace this technology will stay ahead of the competition. By attending this webinar, you’ll gain:
Gain real-world insights into how leading finance teams are leveraging AI for operational excellence
Watch live demonstrations of Microsoft 365 Copilot’s capabilities for finance professionals
Explore best practices for integrating AI into your finance and accounting workflows
Learn actionable strategies to optimise efficiency, reduce costs, and improve financial accuracy
We will also cover Microsoft’s response to the UK Government’s AI Action Plan, by exploring how Copilot aligns with the government’s AI strategy, supports responsible AI adoption, enhances productivity across sectors, and drives innovation while ensuring compliance and security.
About Phoenix Software
As the UK’s number one Microsoft 365 Copilot partner, Phoenix Software specialises in helping professional services firms leverage AI solutions to drive digital transformation.
Our expertise in Microsoft technologies, cloud solutions, and AI enables organisations to optimise efficiency, improve collaboration, and deliver exceptional client outcomes.
Register today to transform your finance function
Don’t miss this opportunity to modernise your financial processes with AI. Whether you’re looking to automate repetitive tasks, gain deeper financial insights, or ensure compliance, this webinar will provide the tools and strategies to help you succeed.