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Pamarco accelerates finance operations with autonomous agents and Copilot Cowork

Pamarco Technologies — Pamarco uses autonomous agents and Copilot Cowork to streamline finance operations, automate up to 40% of close tasks, and give employees more time for strategic decisions. Pamarco connected Microsoft Copilot Studio agents to Dynamics 365 through the Dynamics 365 ERP MCP Server to automate close, coding, and reporting tasks. Pamarco uses autonomous agents and Copilot Cowork to streamline finance operations, automate up to 40% of close tasks, and give employees more time for strategic decisions.

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 45 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.

Saved

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/27289-pamarco-technologies-dynamic…. Our summary is a paraphrase; details are in the source.

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