Capitec Bank employees save more than 1 hour per week with Microsoft 365 Copilot and Azure Open AI
Capitec Bank — With Copilot and Azure OpenAI Service, Capitec’s employees save one hour per week, enhancing efficiency and driving innovation across departments
- Agent or tool
- Copilot Studio
- Topic
- Finance
- Reported on
- Case study (Microsoft)
- Added
- 2026-11-11
Why it matters
Money tasks are tedious but high-stakes, which is exactly where a careful agent helps: it does the checking and paperwork while a person keeps the final say. It is one of 156 sightings filed under Finance on Agent Sightings (number 134 by interest), and one of 116 involving Copilot Studio.
How you could try it
Here is a reusable prompt, written by us in our own words, that captures the task. Paste it into Copilot Studio or any similar agent and adjust the details to your situation.
I want an agent to gather the figures and draft the work, but I will approve any payment or account change myself. The tool in the source case was Copilot Studio.
Tip: Keep the agent in 'propose, don't pay' mode: let it gather numbers and draft messages, and approve any payment or account change yourself.
Source
Read the original first-hand account on Case study (Microsoft): https://www.microsoft.com/en/customers/story/19093-capitec-bank-azure-open-ai-s…. Our summary is a paraphrase; details are in the source.
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