AI Agent Playbook for Finance

Automate the Numbers. Amplify the Strategy.

This playbook is your step-by-step guide to building intelligent, task-specific Copilot Agents for finance. Whether you're a financial analyst, portfolio manager, or tech-savvy CFO, this resource will help you harness the power of AI to streamline workflows, enhance analysis, and drive smarter decisions.

What’s Inside the Playbook?

A clear introduction to Copilot Agents and how they differ from traditional chatbots

Practical, real-world agent blueprints for:

• Investment Memo Generation
• Buy vs. Sell Trade Strategy
• Mergers & Aqusitions Due Diligence
• 10-K and 10-Q Filing Analysis

Guidance on integrating with Microsoft 365, SharePoint, Excel, and Azure OpenAI. Tips for secure data handling, prompt engineering, and automation with Power Automate. Use cases across underwriting, portfolio management, customer service, and compliance

Why These AI Agents Matter for Finance Professionals

In today’s financial landscape, professionals are expected to do more with less, faster. Copilot Agents help by:

• Reducing time spent on repetitive tasks
• Enhancing accuracy and consistency in reporting
• Surfacing insights from complex data
• Supporting compliance and audit-readiness
• Empowering teams to focus on strategy, not spreadsheets

Built with Privacy, Security, and Integration in Mind

The playbook emphasizes responsible AI use:

• Privacy-first design: Agents don’t store personal data or learn from individual interactions.
• Secure integration: Built on Microsoft 365, agents can access organizational data like Teams, SharePoint, and Outlook—safely and contextually.
• Customizable and compliant: Easily align with your institution’s data governance and IT policies.

How to Get Started

Ready to build your first Finance Copilot Agent?

Fill out the form below to get instant access to the Finance AI Agent Playbook. Whether you're new to AI or already experimenting with automation, this guide will help you take the next step.