Business Function Copilots That Move the Numbers
Give Finance, Legal, Risk, and Operations copilots that reduce cycle time, improve accuracy, and prove ROI. We connect to the systems you already use, add governance and telemetry, and help your teams adopt fast.
Who This Is For
CFOs, Controllers, Procurement leaders, General Counsel, Legal Ops, Chief Risk Officers, Compliance Officers, COOs, and Continuous Improvement leaders who want outcomes without risking compliance or trust.
What You Get
A roadmap that targets outcomes, not just features
A governed knowledge layer that respects permissions
Copilot Studio agents with guardrails and lifecycle
Connectors and APIs for your core systems
Telemetry and reporting for adoption and ROI
A rollout plan your security and legal teams can sign off on
Finance: Procure-to-Pay Copilot
Faster purchasing with fewer exceptions
Typical Challenges
- •Long cycle times across request, PO, receipt, and invoice
- •Frequent exceptions and duplicate vendors
- •Policy drift across business units
- •Limited visibility into spend and approvals
What We Deliver
- Guided intake for purchase requests and vendor queries
- Policy-aware suggestions that reduce back and forth
- Exception flagging with recommended next steps
- Spend, throughput, and bottleneck dashboards
Common Integrations
SAP, Oracle, Dynamics, Coupa, Ariba, ServiceNow
Legal: Contract Playbook Copilot
Consistent decisions and faster turnaround
Typical Challenges
- •Standard agreements take too long to review
- •Clause choices vary by reviewer
- •Intake is messy and slows the queue
- •No simple way to measure risk and cycle time
What We Deliver
- A contract playbook in a governed knowledge hub
- Clause and fallback suggestions aligned to policy
- Intake triage with clear routes and SLAs
- Risk and cycle time analytics with audit trails
Common Integrations
Icertis, DocuSign CLM, Ironclad, SharePoint, OneDrive
Risk and GRC: Enterprise Copilot
Make control owners and auditors' lives easier
Typical Challenges
- •Controls, risks, and evidence live in different tools
- •Audit readiness takes weeks of coordination
- •Policies are hard to find and keep up to date
- •Little visibility into who is blocked and why
What We Deliver
- Control and policy Q and A with source links and permissions
- Evidence requests that route to the right owners
- Risk register updates with guided prompts
- Readiness views for audits and executive briefings
Common Integrations
ServiceNow GRC, Archer, SharePoint, Confluence
Operations: Continuous Improvement Copilot
From ideas to measurable wins
Typical Challenges
- •Improvement ideas are scattered across teams
- •Prioritization is unclear and political
- •Savings are hard to verify
- •Wins are not reused across plants or functions
What We Deliver
- Idea intake with simple scoring and ROI hints
- Templates for root cause, A3, and DMAIC
- Impact tracking that ties to financials
- A searchable library of proven fixes
Finance and Travel: T and E Copilot
Fewer violations and faster approvals
Typical Challenges
- •Policy confusion creates rework
- •Duplicate receipts and missing fields
- •Slow manager approvals
- •Limited visibility into spend by category
What We Deliver
- Policy Q and A at the moment of submission
- Receipt extraction and pre-check compliance
- Auto-summaries for manager approvals
- Spend analytics with simple exception views
Common Integrations
Concur, Expensify, Navan, SAP, Oracle, Dynamics
Results You Can Share With Leadership
“QueryNow gave us copilots that our teams trust. Cycle time dropped, and we finally had end-to-end visibility.”
Governance and Compliance
Built to pass audits and protect data
Least privilege with sensitivity labels and DLP
Safe prompts and red-teaming patterns for risky tasks
Agent inventory and usage telemetry at tenant level
Retention and legal hold aligned with your policies
EU data boundary alignment available
How We Roll Out in 60 to 90 Days
Assess
Readiness review, permission checks, DLP and labels, safe prompt library, risk register.
Build
High-value use cases first. Agent design, knowledge mapping, connectors, telemetry.
Pilot
Cohort enablement, feedback loops, adoption score baselines, ROI tracking.
Harden
Runbooks, training, change control, executive reporting, handover.
Frequently Asked Questions
Can we start with just one function?
Yes. Many clients begin with Finance or Legal, then expand once value is clear.
Will this connect to SAP, Oracle, or Dynamics?
Yes. We use secure connectors and APIs and align with your security controls.
How do you prevent policy drift in Legal and Risk?
We centralize playbooks and prompts, version them, and run change control with audit history.
What if we have little documentation?
We start with the highest-leverage content and improve structure over time.
How do you prove ROI?
We measure cycle time, touch time, deflection, adoption, user satisfaction, and savings from avoided rework.
Ready to Ship Function Copilots That Your Teams Will Use
Start with a short assessment. Get a plan, a timeline, and a pilot that proves value.