Impact Stories
Microsoft Copilot AI Agents for Finance Automation
Challenge
A mid-market financial firm was overwhelmed with manual reporting, reconciliation delays, and staff burnout.
ATLAS Solution:
Deployed Microsoft Copilot AI Agents to:
- Automate monthly financial reporting
- Optimize reconciliation workflows
- Empower internal teams with AI tools
Results
✔ 50% reduction in reconciliation time
✔ 80% of reports fully automated
✔ Staff reallocated to higher-value tasks