Controlling

AI Finance Assistant

The AI Finance Assistant answers financial questions in natural language directly inside Microsoft Teams. Leaders receive accurate numbers and visualizations from Power BI or Azure SQL instantly – secure, consistent and without manual searches.

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Definition

What is the AI Finance Assistant?

The AI Finance Assistant is an AI-powered Copilot for financial data that makes ad-hoc reporting available through simple chat requests. It converts natural language into precise data queries, retrieves validated numbers from Power BI or Azure SQL and returns clear, immediate answers. This makes Controlling knowledge accessible, safe and fast for all decision-makers.

Operational Effects

Which opportunities AI Finance Assistant unlocks

Monthly analysis of 100 percent of relevant financial questions instead of isolated requests.

Instant financial KPIs retrieved directly from Power BI – no additional tools required.

Higher data consistency through curated datasets as the single source of truth.

Significant workload reduction in Controlling due to fewer manual requests.

Process Flow

How the AI Finance Assistant works

1

Understanding

Process natural language

2

Translating

Convert question into query

3

Retrieving

Pull numbers from Power BI

4

Responding

Display results + chart in Teams

Result

The solution delivers verified financial data and charts in seconds directly inside Microsoft Teams.

Business Value

Benefits for companys

Faster decisions

Leaders get reliable numbers instantly

Team relief

Controlling avoids repetitive micro-requests

Higher data adoption

Financial data becomes part of everyday work

KPIs & Impact

Business Impact

40% fewer ad-hoc requests

Controllers regain time for core analytical work.

One additional focus day per week

Achieved through eliminating manual data searches.

Real-time decisions

Management acts data-driven without delays.

Full use of curated data

All insights rely on validated datasets only.

Security

Security & Compliance

Row Level Security ensures every result matches user permissions.

All access follows existing Microsoft 365 and Azure identities.

No local files – only approved enterprise data sources.

Complete logging for audits and internal transparency.

Who?

Who built this Automation?

Andreas Maring, Senior AI Product Manager at PromptingBirds

He combines product thinking, data competence and practical AI implementation with a strong focus on Microsoft Copilot and AI Blueprints.

“AI should remove friction, not add complexity. A good workflow doesn’t feel automated – it just works.”

AI Workflows

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Knowledge

FAQs

1

How does the AI Finance Assistant work technically?

The Assistant uses natural language processing, converts questions into structured queries and fetches data from Power BI or Azure SQL. Answers appear directly in Microsoft Teams, including charts. All data stays within the company environment.

2

Which data sources can the Assistant access?

It uses curated sources only: Power BI datasets, Azure SQL or structured SharePoint files. If data is missing or unclear, the AI asks for clarification instead of guessing.

3

How does the system ensure users only see permitted data?

Row Level Security restricts all results to the user’s permission level. The Assistant checks access rights before responding and relies on Microsoft 365 identity management.

4

How fast does the AI Finance Assistant respond?

Responses typically appear within seconds. Charts are generated automatically, giving leaders immediate insights without opening additional tools.

5

Can the Assistant handle complex financial questions?

Yes, as long as the underlying data is structured. When ambiguity arises, the Assistant requests specific clarification before delivering results.

6

How is the Assistant integrated into Microsoft Teams?

Using Copilot Studio or Azure AI Studio, the chatbot is deployed directly in Teams. No additional installation is required for users.

7

How does the system handle errors or unclear questions?

The Assistant asks follow-up questions or redirects to the responsible Controller instead of providing assumptions.

8

What does the rollout look like?

PromptingBirds manages setup, data integration, permission design and team enablement. Rollout occurs step by step to ensure reliability, security and adoption.