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
- 01
A roadmap that targets outcomes, not just features
- 02
A governed knowledge layer that respects permissions
- 03
Copilot Studio agents with guardrails and lifecycle
- 04
Connectors and APIs for your core systems
- 05
Telemetry and reporting for adoption and ROI
- 06
A rollout plan your security and legal teams can sign off on
Finance: Procure-to-Pay Copilot
Faster purchasing with fewer exceptions
Typical Challenges
- 01Long cycle times across request, PO, receipt, and invoice
- 02Frequent exceptions and duplicate vendors
- 03Policy drift across business units
- 04Limited visibility into spend and approvals
What We Deliver
- 01Guided intake for purchase requests and vendor queries
- 02Policy-aware suggestions that reduce back and forth
- 03Exception flagging with recommended next steps
- 04Spend, throughput, and bottleneck dashboards
SAP, Oracle, Dynamics, Coupa, Ariba, ServiceNow
Legal: Contract Playbook Copilot
Consistent decisions and faster turnaround
Typical Challenges
- 01Standard agreements take too long to review
- 02Clause choices vary by reviewer
- 03Intake is messy and slows the queue
- 04No simple way to measure risk and cycle time
What We Deliver
- 01A contract playbook in a governed knowledge hub
- 02Clause and fallback suggestions aligned to policy
- 03Intake triage with clear routes and SLAs
- 04Risk and cycle time analytics with audit trails
Icertis, DocuSign CLM, Ironclad, SharePoint, OneDrive
Risk and GRC: Enterprise Copilot
Make control owners and auditors’ lives easier
Typical Challenges
- 01Controls, risks, and evidence live in different tools
- 02Audit readiness takes weeks of coordination
- 03Policies are hard to find and keep up to date
- 04Little visibility into who is blocked and why
What We Deliver
- 01Control and policy Q and A with source links and permissions
- 02Evidence requests that route to the right owners
- 03Risk register updates with guided prompts
- 04Readiness views for audits and executive briefings
ServiceNow GRC, Archer, SharePoint, Confluence
Operations: Continuous Improvement Copilot
From ideas to measurable wins
Typical Challenges
- 01Improvement ideas are scattered across teams
- 02Prioritization is unclear and political
- 03Savings are hard to verify
- 04Wins are not reused across plants or functions
What We Deliver
- 01Idea intake with simple scoring and ROI hints
- 02Templates for root cause, A3, and DMAIC
- 03Impact tracking that ties to financials
- 04A searchable library of proven fixes
Finance and Travel: T and E Copilot
Fewer violations and faster approvals
Typical Challenges
- 01Policy confusion creates rework
- 02Duplicate receipts and missing fields
- 03Slow manager approvals
- 04Limited visibility into spend by category
What We Deliver
- 01Policy Q and A at the moment of submission
- 02Receipt extraction and pre-check compliance
- 03Auto-summaries for manager approvals
- 04Spend analytics with simple exception views
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
- 01
Least privilege with sensitivity labels and DLP
- 02
Safe prompts and red-teaming patterns for risky tasks
- 03
Agent inventory and usage telemetry at tenant level
- 04
Retention and legal hold aligned with your policies
- 05
EU data boundary alignment available
How We Roll Out in four to eight sprints
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.