Commercial reporting automated via PowerPoint and Word
Automated visualisation forms the primary focus of the reporting side of this integration.
The system automatically generates PowerPoint slides complete with native charts, revenue trends and clear metrics like top customer rankings.
In Word, the application creates automated narrative paragraphs and pre-formatted report segments.
This enables users to insert live accounts receivable summaries directly into loan applications and board packs without manual copying.
Furthermore, the Copilot Chat feature uses JAX to deliver text summaries and quick action confirmations.
Finance specialists can check outstanding debts and use direct links to return to Xero to issue payment reminders.
Bryan Allen, Director of Product Marketing, Microsoft 365 Copilot at Microsoft, says: “With financial intelligence from Xero accessible in Microsoft 365, Xero customers will have real-time, data-backed insights right in the apps they already use every day.
“In today’s dynamic business environment, we look forward to seeing this integration deliver new levels of operational efficiency for small businesses and accountants around the world.”