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Explore Copilot Agents Just Replaced My Month-End Close (Here's Proof) with 1,725 views, 38 likes, and 1 comments. Experience the impact of this video content that has captured audience attention.

I built a Copilot Studio agent that reads my real P&L, writes the month-end variance pack, and scans the bank data overnight for duplicate payments. No code. 📩 Get every prompt and instruction from this build in my AI Library, plus my free weekly Finance AI Insider newsletter: https://www.f9finance.com/ai-library/ Microsoft says you can build your own AI agent with no code. So I pointed one at real numbers and grew it in three moves: answers, then actions, then autonomy. First it answers from 18 months of P&L across three locations plus the commentary my managers write every month. Then I give it a hand, a SharePoint action that assembles the variance pack and files it. Then I set it loose on a weekday schedule with me approving anything it writes. You'll watch it explain why Lower Manhattan revenue collapsed in the fall, cite the exact file it pulled from, and tell me whether the manager's story matches the numbers. That reconciliation is the judgment part of my job, and it did it against a file I uploaded 90 seconds earlier. This is what fp&a with ai looks like when the tool works off your files instead of the internet. If you're doing month-end commentary by hand, or you found a duplicate payment because a vendor called you, this is the ai for finance build to watch first. ⏱️ Timestamps 0:00 — Introduction 1:35 — Copilot Studio setup 4:05 — Adding your P&L, bank data, and manager commentary as knowledge 5:56 — Asking it why revenue collapsed 7:15 — Instructions that make it answer like an FP&A analyst 9:55 — Wiring the SharePoint action to build the variance pack 13:22 — The finished variance pack filed in SharePoint 14:33 — Scheduling runs overnight 16:17 — What this gave a controller back on month-end 🛠️ Tools Used • Microsoft Copilot Studio (paid Copilot plan + Copilot Studio enabled) • Microsoft Power Automate (scheduled trigger, Copilot inside the flow) • SharePoint (create file action) • Microsoft Dataverse (the knowledge store behind the scenes) • Microsoft Excel — 18 months of P&L, bank data, and manager comments 📌 More from F9 Finance Newsletter + free prompt library: https://www.f9finance.com/ai-library/ 🚀 Finance AI Fast Track — https://www.f9finance.com/fast-track/ 🧪 Finance AI Lab — https://www.f9finance.com/lab/ ▶️ Next watch: I Built an AI CFO — You Won't Believe What It Did — https://youtu.be/wXMZuD6iFsI About Mike: I'm a senior finance leader who has helped automate more than 150,000 hours out of finance processes. I test every major AI release on the same real finance files so you know what's worth your time before you spend it.

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