Channel-native treasury copilots
An @-mentionable agent inside your Cash, Hedging or FP&A channel that answers against your data, drafts the update and posts the evidence back into the thread — not a separate app to log into.
AI Services · AI with MS 365 Copilot
Treasury copilots in the channels you already live in
Not another chat app. Copilot Studio agents built directly into your Microsoft Teams tenant — grounded on your data, gated by your SSO, and logged against the same audit backbone as the rest of Microsoft 365.
0
Apps to adopt
Everything lives in Microsoft Teams. The team opens nothing new.
1 min
Approval to action
From Adaptive Card in the thread to committed transaction in the source system.
SSO
Your identity, end-to-end
Entra ID, role-based access, Conditional Access and Graph scoping applied to every call.
Capabilities
What an in-Teams treasury copilot actually does
The test is simple — does it save the team a click, a tab or a ticket? If not, it does not get built. Every capability here replaces an existing swivel-chair workflow.
Meeting-aware briefings
Pre-meeting bot that reads the agenda, pulls the latest numbers and anomalies, and drops a summary card 30 minutes before the call.
Approval cards in chat
Adaptive cards for payment, hedge and limit-breach approvals — approved directly in Teams with the evidence attached and the action logged downstream.
Inline commentary drafts
Ask the copilot for the variance narrative or a board-ready paragraph; it drafts in your tone of voice and cites the numbers it used.
Natural-language policy lookup
Treasury policy, delegation matrix and signing authority retrieved in-chat with page-level citations. Faster than the intranet, safer than memory.
Alerting where you work
Limit breaches, failed payments and bank-feed gaps posted into the right channel at the right severity — not buried in email at 02:00.
Architecture
Runs on your tenant, your identity, your rules
Nothing novel in the security model — that is the point. The same Entra, Graph and Purview controls your M365 estate already runs on.
- SSO via Entra ID — no second credential, no parallel identity
- Graph calls run as the user; sensitivity labels honoured end-to-end
- Prompt and response telemetry piped into Purview / Sentinel
- Teams Admin Center controls rollout and app availability per group
Reference architecture
01
Surface
Microsoft Teams · Adaptive Cards · Outlook add-ins
02
Identity & data
Entra ID · Microsoft Graph · Sensitivity labels
03
Agent & governance
Copilot Studio · Azure AI Foundry · Purview
The best copilot is the one treasury doesn’t have to remember to open.
How we ship
From first channel to tenant-wide rollout
Pick one channel
Start in one treasury channel with one well-scoped question — usually cash position or variance triage. No tenant-wide rollout on day one.
Ground & ship
Copilot Studio agent built, grounded on Fabric and SharePoint sources, signed and packaged through your existing M365 app lifecycle.
Expand & govern
Usage, accuracy and override dashboards feed the roadmap. Tenant governance (DLP, data boundary, retention) reviewed quarterly.
Start a conversation
Ready to put your treasury to work?
Book a 30-minute diagnostic call. We'll tell you within the hour whether we can help, and where the biggest wins likely sit.
Or email us directly at [email protected]