Microsoft Copilot finance agent: board-ready budget justifications in minutes
Give your finance team and budget holders a Budget Justification Writer that turns a simple cost list into a formal, structured document with rationale, alternatives and risk for every line. It runs inside the Microsoft 365 Copilot you already pay for, and it is free.
See the finance agent in action
Watch a real Microsoft 365 Copilot session: a list of costs goes in, a structured budget justification comes back, ready for your board or leadership team. No new software, no integrations, and nothing leaves your Microsoft 365 tenant.
Download the free Finance Agent
Tell us where to send it and the instruction pack downloads straight away.
What the Copilot finance agent does for your business
Getting spend approved should not depend on who writes the best document. The Finance Agent gives every budget holder in your business the same structured, professional way to explain what they need and why.
Budgeting and planning
Annual budgets made defensible
Every line item gets a clear rationale, so budget rounds focus on decisions rather than chasing missing explanations.
Alternatives and risk, side by side
The agent sets out options considered and the risk of not spending, helping leaders compare choices with confidence.
Management reporting
Board-ready executive summaries
Turn detailed figures into a concise summary your directors and investors can read in minutes.
CapEx and OpEx clearly separated
Spending is organised the way finance leaders expect, making approval packs consistent across departments.
Finance operations
Consistent requests from budget holders
Department heads submit spend requests in one professional format, cutting back-and-forth with the finance team.
Hours back for small finance teams
Less time drafting justification documents, more time on forecasting, cash flow and the work that moves the business.
FAQs
It is a free Budget Justification Writer built by LANIX for Microsoft 365 Copilot. It turns a list of costs into a formal justification document with rationale, alternatives and risk for each line item, plus an executive summary split by CapEx and OpEx.
Finance managers, FDs and anyone who holds a budget, such as department heads and operations leads who need to request or defend spend.
The agent is designed to run inside Microsoft 365 Copilot. If you do not have a licence yet, request the agent anyway and LANIX can advise on licensing and readiness.
No. The free agents work inside Microsoft 365 only and do not connect to external systems, which keeps them safe and simple to trial. You provide the figures, the agent writes the justification.
A structured agent definition (prompt, role description and instructions), setup guidance for your Microsoft 365 Copilot environment, and example prompts for day-one use.
Yes. For agents that follow your own approval templates, reporting formats or connect securely to other systems, LANIX designs and deploys advanced Copilot Studio agents.
Book a consultation with our Copilot Studio specialists
Use the contact form to schedule a meeting with LANIX, Copilot agents consultants for London and UK businesses. In this session, we’ll:
- Discuss your organisation, key roles and high-value Copilot use cases.
- Plan deployment of the 3 Free Microsoft Copilot Agents.
- Explore whether Copilot Studio agents with external tool connections make sense next.
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