Artificial intelligence is changing how finance teams access information, analyze financial data and complete everyday accounting tasks. Microsoft 365 Copilot brings conversational AI into familiar Microsoft applications such as Outlook, Teams, Excel and Word, helping finance professionals work more efficiently without constantly switching between applications.
When Microsoft 365 Copilot works with Gravity Software, finance professionals can securely access financial data and complete supported accounting tasks using natural-language requests. From reviewing vendor information and financial reports to working with accounting data across Microsoft 365, Copilot can help reduce manual work and give finance teams more time to focus on analysis, decision-making and higher-value activities.
Microsoft 365 Copilot is an AI-powered assistant that helps users work more efficiently across familiar Microsoft applications, including Outlook, Teams, Excel and Word. Using natural language, Copilot can help users find and summarize information, analyze data, draft content and complete routine tasks within their everyday workflows.
For accounting professionals, Copilot can make financial information easier to access and work with. When connected with Gravity Software, finance professionals can securely retrieve accounting information, analyze financial data and complete supported accounting tasks while respecting existing user permissions. This reduces the time spent searching for information and switching between applications, leaving more time for analysis, decision-making and strategic support.
Finance teams spend a significant portion of their day on routine administrative tasks, such as searching for information, reviewing emails, summarizing documents and preparing reports. While these activities are necessary, they can reduce the time available for financial analysis, strategic planning and decision-making.
Copilot can reduce that administrative workload by summarizing information, extracting key details from emails and documents, drafting content and helping users find what they need faster. For finance professionals, this can mean less time spent on repetitive work and more time focused on analyzing results, supporting business decisions and other higher-value activities.
Accounting professionals can use Microsoft 365 Copilot to improve productivity by:
Email is a major part of everyday finance and accounting workflows, from vendor approvals and customer questions to internal requests and financial reporting discussions. Microsoft 365 Copilot can summarize conversations, draft responses and help accounting professionals find relevant information while working in Outlook.
When Microsoft 365 Copilot works with Gravity Software, finance professionals can also securely access accounting information while reviewing an email. For example, while reviewing a vendor approval request, a user can retrieve the vendor's outstanding balance or payment history without leaving Outlook. This provides additional context during the review process and reduces the need to switch between email and the accounting system.
Copilot can also help users:
Finance leaders often need to translate complex financial information into something executives, board members, investors and other stakeholders can quickly understand. Microsoft 365 Copilot can help summarize information, identify key takeaways and organize financial content into clearer narratives for different audiences.
For example, Copilot can summarize lengthy reports, organize meeting notes, identify action items and prepare information for executive meetings, board reviews or investor updates. For organizations such as family offices, Copilot can also help present financial and investment information in a format that is easier for family members and other stakeholders to understand.
By reducing the time spent reviewing and organizing large amounts of information, Microsoft 365 Copilot can help finance leaders focus more attention on interpreting financial results, identifying trends and supporting better-informed business decisions.
Excel remains an important tool for finance professionals, and Copilot in Excel can make financial analysis more accessible by allowing users to work with data using natural language. Instead of relying solely on complex formulas or queries, finance professionals can ask questions, summarize information, identify trends and create visualizations from their data.
Copilot in Excel can also help users explore and analyze financial information more efficiently. Finance professionals can identify patterns, highlight specific values and turn results into visualizations that make financial information easier to understand and communicate.
When Copilot works with Gravity Software, finance professionals can also use natural-language requests to securely access authorized financial data. For example, users can ask Copilot to:
Natural-language queries make accounting information easier to access, helping finance teams find answers faster and spend more time analyzing results instead of searching for data.
Finance teams can also use Copilot and Excel to explore business scenarios involving acquisitions, new legal entities, changing operating costs and other financial assumptions. By making it easier to analyze data and identify trends, Copilot can help finance professionals evaluate information and support more informed decisions.
Automation can help finance teams reduce repetitive work, standardize processes and spend more time on financial analysis and decision-making. Microsoft Power Automate provides tools for creating workflows across Microsoft applications and business systems, while Copilot can make it easier for users to build and modify those workflows using natural language.
With Copilot in Power Automate, users can describe the process they want to automate and receive suggested flows and steps. Those recommendations can then be reviewed and modified to support the organization's specific workflow requirements.
For organizations using Gravity Software, AI can extend beyond building automated workflows. Microsoft 365 Copilot can also help authorized users retrieve financial data and complete supported accounting tasks through conversational requests. Depending on the workflow and user permissions, users can review information and confirm an accounting action before it is completed.
Together, these technologies can reduce repetitive work while maintaining appropriate controls over accounting processes.
AI can help finance teams work more efficiently, but financial information and accounting processes require appropriate oversight. Users should review AI-generated information and confirm that results are accurate before relying on them for financial reporting, accounting transactions or business decisions.
Security and access controls are also important when using AI with financial data. According to Microsoft's Copilot security guidance, Copilot operates within existing identity, permission and data-protection controls and only accesses information users are authorized to access.
When Microsoft 365 Copilot works with Gravity Software, Gravity's role-based security continues to determine which accounting information and functionality each user can access. For supported accounting workflows, users can review information and confirm an action before it is completed, helping organizations combine AI-powered productivity with appropriate financial controls.
Organizations should also establish internal AI guidelines covering human review, transaction authority and the validation of AI-generated information before it enters a financial process.
Gravity Software is built natively on the Microsoft Power Platform, providing finance teams with a modern accounting platform that works within the broader Microsoft technology ecosystem. This foundation allows organizations to combine Gravity's accounting and financial management capabilities with Microsoft 365 Copilot, Power BI, Power Automate and other Microsoft technologies.
Organizations still using legacy accounting software may find that older technology makes it more difficult to take advantage of modern cloud, automation and AI capabilities. As finance teams evaluate new technology, it is important to consider whether the underlying accounting platform can support the integrations, automation and AI capabilities they need today and as the organization grows.
Learn more about the differences between legacy accounting software and modern alternatives.
Together, Copilot and Gravity Software allow authorized users to access financial data, analyze results and complete supported accounting tasks using conversational requests. By reducing the time spent searching for information, switching between applications and completing routine accounting work, Copilot can help finance teams work more efficiently throughout the month and support a faster, more efficient month-end close.
This can be especially valuable for multi-entity organizations operating across multiple companies, locations or business units. Gravity Software manages multiple entities within one database, giving authorized users centralized access to financial information across the organization. Combined with Copilot, authorized users can find and analyze financial data without navigating separate company databases or disconnected systems.
For example, organizations can use Microsoft 365 Copilot with Gravity Software to:
Because access to Gravity data is governed by existing user permissions, organizations can take advantage of AI-assisted accounting workflows while maintaining appropriate controls over who can access financial information and functionality.
Rather than treating AI as a separate accounting tool, Gravity's Microsoft foundation allows finance teams to incorporate Microsoft 365 Copilot into the applications and workflows they already use.
See how Microsoft 365 Copilot works with Gravity Software to help finance teams securely access accounting information, analyze financial data and complete supported accounting tasks across familiar Microsoft applications.
In this demonstration, you'll see how finance professionals can use natural language to work with Gravity accounting data from Outlook, Teams and Word, including reviewing vendor information, retrieving financial reports, accessing open invoices and preparing supported accounting transactions for review and confirmation.
Microsoft 365 Copilot and Gravity Software can help finance teams reduce repetitive work, access financial information faster and spend more time on analysis and decision-making. By bringing Gravity accounting data into familiar Microsoft workflows, organizations can improve day-to-day productivity while supporting more efficient accounting processes and a faster month-end close.
If your organization is evaluating how AI can improve accounting and financial management, see how Gravity Software combines sophisticated accounting functionality with the Microsoft technologies your team already uses.
Schedule a demo to see how Gravity Software and Microsoft 365 Copilot can support your finance team's workflows.
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Updated on September 16, 2026