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Explore AI in Finance: From Copilot to Automation with 485 views, 6 likes, and 2 comments. Experience the impact of this video content that has captured audience attention.

Download the whitepaper: Grab the companion guide: https://valto.co.uk/white-papers/ai-in-finance It includes a breakdown of the Microsoft AI landscape for finance, five agent use cases, and an ROI-focused framework for getting started. Contact Harry and Hugh at Valto: https://valto.co.uk/contact?utm_source=youtube&utm_medium=video&utm_campaign=ai&utm_term=hugh_and_harry&utm_content=ai_in_finance_webinar_2026 AI is already changing how finance teams work - but most CFOs are still asking the same thing: where do we actually start, and how do we prove ROI? In this short, practical session, Hugh Valentine and Harry Barnett from Valto walk through real tools, real use cases and live-style demos to help finance leaders move from experimentation to measurable automation. What you’ll learn ✅ The three tiers of Microsoft Copilot — what’s free, what’s paid, and what “agents” really mean for finance teams ✅ Where the real ROI sits (hint: shifting from individual productivity to process automation) ✅ Practical agent examples, including: A finance policy Q&A bot in Teams Accounts payable / invoice query responses Month-end close coordination Supplier onboarding checks Budget variance analysis and board narrative support ✅ Why data governance comes first when using Microsoft 365 Copilot (permissions matter) ✅ A simple way to build momentum: don’t start with a 40-page strategy — start with one problem and a 90-day target Chapters 00:00 – Welcome + what we’ll cover 00:55 – The 3 tiers of Microsoft AI (Copilot free, paid, agents) 04:23 – Microsoft 365 Copilot: working with your business data (and why governance matters) 06:48 – Copilot Studio + Agents: where productivity becomes automation 08:53 – What makes an agent different (systems, decisions, escalation) 14:03 – Why finance is best placed to own AI governance 14:26 – How to get started: one process, 90-day target, clear owner 15:38 – Adoption & training: making rollout stick 16:10 – What’s next: upcoming CFO-focused sessions

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