Finance use cases (page 2 of 2)
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. This hub lists all 156 sourced sightings filed under Finance on Agent Sightings. The most common tools here are Custom agent (26), Microsoft 365 Copilot (24), Copilot Studio (15), Claude (13), Claude Code (10). Every line links to the case page, which has the source.
All 156 Finance sightings, 81–156 of 156
- Send tone-adjusted overdue invoice reminders
- Set up overseas supplier payments for review
- Shop for umbrella insurance through your personal agent
- Audit of the future: Bradesco increases efficiency by 65% with Microsoft Azure
- BDO Colombia boosts payroll efficiency by 50% with Microsoft Copilot Studio
- Black & Veatch Achieves 98% Microsoft Copilot Adoption Through AI Change Management
- Covenant Health taps Oracle Health AI Agents for better patient records
- From Microsoft 365 Copilot to Copilot Studio: TotalEnergies at the forefront of AI transformation
- Fujitsu transforms business processes with 100,000 Microsoft 365 Copilot licenses
- KARL STORZ builds a governed AI foundation with Microsoft 365 Copilot
- NIRAS slashes data processing times by over 60% with Microsoft Fabric
- No employee left behind: KBank’s human-first approach to Agentic AI with Azure OpenAI
- U.S. Venture gains efficiencies and insights with Dynamics 365 and Microsoft 365 Copilot for Finance
- Williams transforms frontline work with Copilot, gaining 90% adoption
- How Perplexity put its support team in control of its AI agent
- Assemble an immigration document package
- Let AI agents file employment tax returns
- Contract and invoice review down from 1 hour to 5 minutes
- Automate invoice organizing and monthly invoice emails
- Invoice extraction with validation checkpoints
- Receipt hunter across two inboxes
- A bank's assistant sorts client emails and answers 16,000 colleagues
- AGCO scales employee-built AI agents with Microsoft Copilot Studio
- HealthEquity scales innovation with Microsoft 365 Copilot and AI agents
- How Endava is redesigning software delivery around AI agents
- How Paradigm runs and monitors thousands of agents in parallel with LangChain and LangSmith
- Network Rail empowers over 2,500 makers to build innovative business solutions with Power Platform and
- Van Lanschot Kempen uses an AI agent
- How CondoScan is simplifying Condo Purchases with LlamaIndex and LlamaParse
- Auquan helps financial institutions save 50,000+ hours with Microsoft Azure OpenAI
- Bristol Myers Squibb accelerates life-changing scientific pursuits with Microsoft AI
- Hancock Iron Ore scales Azure AI to extend rail lifespan 10%
- Hyro achieves 99.9% uptime for healthcare AI agents with Microsoft Azure
- Levi Strauss & Co. builds a more resilient, AI-enabled business with Azure
- Rohto Pharmaceutical builds a global ERP platform with Dynamics 365
- Sanabil Investments boosts productivity by adopting AI at work, through Microsoft 365 Copilot
- With AI to more freedom: How tesa uses Microsoft Copilot for cultural change
- A power utility builds financial scenarios in hours, not weeks
- Touchless invoice processing rises from under 20% to over 70%
- Build a spending-insights app from bank transactions
- Run bookkeeping and receipt matching in QuickBooks
- "Toshiba Revitalization Plan": Microsoft 365 Copilot deployed to 10,000 Employees
- Aon is empowering smarter decisions and connecting teams with Azure-powered AonGPT
- Bradesco achieves +80% resolution rate integrating Azure generative AI into BIA
- British Heart Foundation accelerates innovation with Microsoft 365 Copilot
- Capita empowers its employees to innovate using Copilot Agents
- Capitec Bank employees save more than 1 hour per week with Microsoft 365 Copilot and Azure Open AI
- Cemex accelerates executive decisions in under 5 seconds with Microsoft AI
- Citadele Banka cuts service wait times to under 5 seconds with Microsoft 365 Copilot and Azure AI
- Commercial Bank of Dubai boosts AI literacy and productivity with Microsoft 365 Copilot, saving 39,000 hours
- Crowe brings audit-ready AI to lease accounting with Copilot Studio and Azure
- Graebel drives growth and automation through AI innovation on Dynamics 365, Power Platform, and Copilot Studio
- Launching Sora responsibly
- Nancy University Hospital harnesses AI as a catalyst for talent attraction with Microsoft 365 Copilot
- OneDigital leverages Microsoft Azure to scale consulting power with AI Coworkers
- Quilter achieves fastest-ever tech ROI with Microsoft 365 Copilot
- RAKBANK can retrieve decades of documents in minutes with Azure AI Services, streamlining compliance
- The Patrick J. McGovern Foundation standardizes grant evaluation with Claude
- The Southwest Airlines Agentic Enterprise enables legendary hospitality at scale
- Prepare and file overdue German VAT statements
- Reconcile monthly business transactions
- Bank of Queensland evolves operations, delivers business value with Microsoft Copilot
- Catalent uses AI on Azure to strengthen quality management system processes
- Danone: transforming critical business operations at scale with Microsoft AI & Autonomous Agents
- Dow reimagines productivity and supply chain efficiency with Microsoft 365 Copilot
- ENGIE Impact identifies risk more accurately using Azure Analytics and AI Services
- Farmlands Cooperative: Sowing the seeds of innovation with autonomous agents in Dynamics 365
- Genworth speeds portfolio trade construction and investment insights with Microsoft 365 Copilot
- KPMG is redefining the audit with agentic AI using Azure
- NTT DATA Transforms Its Enterprise with Agentic AI in Microsoft Fabric, Azure AI Foundry
- Raiffeisen Bank International launches its own ChatGPT using Azure OpenAI Service
- Sabancı Holding unifies data with Microsoft Fabric and accelerates decision-making with Microsoft 365 Copilot
- Sweco Group empowers its architects and engineers with a timesaving AI assistant built in Azure AI Studio
- Wipro increases the impact of rewards and recognition platform with Microsoft 365 Copilot
- Automate SaaS bookkeeping and reconciliation in Zoho Books
- Log, categorize and file invoices for bookkeeping