Reimagine Finance with AI and Agents
Microsoft Events presents a session on reimagining finance with AI and agents, featuring Sigita Cepaitiene, Matt Jutila, and April Olson, showing how Azure AI Foundry and Copilot Studio empower finance teams.
Reimagine Finance with AI and Agents | BRK354
Speakers: Sigita Cepaitiene, Matt Jutila, April Olson
Event: Microsoft Ignite 2025
Session Type: Breakout (Advanced, Level 300)
Session Overview
This session demonstrates how leading finance teams can adopt AI-first strategies to automate financial processes, reduce manual work, and improve oversight by integrating Microsoft technologies like Azure AI Foundry and Copilot Studio.
Key Topics Covered
Introduction to Frontier Firms and AI-First Finance Strategies
- Changing role of AI in advancing finance operations
Microsoft Tools Supporting Finance Transformation
- Overview of Azure AI Foundry and Copilot Studio as key technologies
- Real-life finance transformation examples using Microsoft's tech stack
Finance-Specific Copilot Features
- Integrating Copilot into tools such as Outlook and Excel
- Automation of ERP data processing, transaction reconciliation, and troubleshooting
- Examples of variance analysis and voucher mismatch automation
Human Oversight and Auditability
- Maintaining financial control while leveraging automation
- Emphasis on audit readiness, compliance, and transparency
Copilot Studio for Custom Financial Agents
- Building custom AI-powered agents tailored for finance with low-code/no-code approaches
- Simplification of agent creation without deep coding expertise
Resources
This session provides actionable frameworks for finance leaders and practitioners to leverage Microsoft AI advancements in their finance processes while preserving necessary oversight and control.