Copilot-Agents,
Automated financial analysis and business valuation using Microsoft Power Platform
Copilot-Agents — Finance Case Study
An intelligent financial analysis solution that automates Net Profit calculation and performs 10-year Discounted Cash Flow (DCF) analysis using Microsoft Power Platform.
Three numbers that
tell the story upfront.
DCF projection period
An intelligent financial analysis solution that automates Net Profit calculation and performs 10-year Discounted Cash Fl…
Net Profit calculations
An intelligent financial analysis solution that automates Net Profit calculation and performs 10-year Discounted Cash Fl…
Manual calculation errors
An intelligent financial analysis solution that automates Net Profit calculation and performs 10-year Discounted Cash Fl…
Before we got here,
here's what wasn't working.
Developed a financial analysis platform that automates Net Profit calculations and generates 10-year Discounted Cash Flow (DCF) projections. The solution combines Power Automate workflows, Dataverse for structured financial data storage, Copilot Studio for intelligent user interactions, and SharePoint for secure document management and financial data access.
We confirmed every challenge with the team before writing a line of production code. The right column lists the pain points we tackled head-on and how we approached each one.
What wasn't working
BEFOREEnsuring accurate financial calculations while supporting dynamic user inputs for long-term forecasting.
Combined Power Automate, Dataverse, and Copilot Studio to automate calculations, validate user inputs, and maintain consistent financial data across the system.
Don't over-engineer.
Solve what matters, ship fast.
The instinct on complex projects is to rebuild everything from scratch. We pushed back. A full rewrite often means months of regressions while engineering rebuilds features that were already working.
We mapped the existing workflow against actual usage. The result was clear: a small set of features accounted for the majority of user time. We rebuilt the core, shipped fast, and extended outward.
On the technical side, we made clear decisions early and held them. The right column shows what we chose, and why.
4 decisions we made early
CHOSEN / REJECTEDAutomated Net Profit Calculation — how we built it
Custom Automated Net Profit Calculation — built for this product's exact needs and data model.
Generic SaaS tool that would require heavy workarounds and compromise the user experience.
10-Year DCF Analysis — how we built it
Custom 10-Year DCF Analysis — built for this product's exact needs and data model.
Generic SaaS tool that would require heavy workarounds and compromise the user experience.
AI-Powered Financial Agent — how we built it
Custom AI-Powered Financial Agent — built for this product's exact needs and data model.
Generic SaaS tool that would require heavy workarounds and compromise the user experience.
Structured Financial Data Management — how we built it
Custom Structured Financial Data Management — built for this product's exact needs and data model.
Generic SaaS tool that would require heavy workarounds and compromise the user experience.
5 features that
define the product experience.
Every feature was scoped and shipped with the same priorities: speed, reliability, and staying out of the user's way.
Automated Net Profit Calculation
Automatically calculates Net Profit using Revenue, Expenses, and Taxes through automated workflows.
10-Year DCF Analysis
Performs Discounted Cash Flow projections over a 10-year period for business valuation.
AI-Powered Financial Agent
Copilot Studio agent dynamically calculates financial metrics based on user inputs such as growth rate, discount rate, and initial cash flow.
Structured Financial Data Management
Stores financial records, historical data, and intermediate calculations in Dataverse for accurate reporting.
SharePoint Integration
Uses SharePoint for secure document storage and seamless access to financial reports and supporting data.
What changed,
measured against the day-one baseline.
We benchmark before we touch anything, logging every metric below against its state before we wrote a line of production code.
Want to build
something like this?
We ship fast. Talk to us about your product idea and we'll tell you exactly how we'd approach it.