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Building a Finance Copilot: How to Configure AI Agents for Your Specific Workflows (2026) Jun 10, 2026

Microsoft released Finance Agents as part of Microsoft 365 Wave 2 in November 2025. SAP introduced Joule for Finance. Workday has its own AI-powered Copilot. Every major finance platform now has an AI...

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Building a Finance Copilot: How to Configure AI Agents for Your Specific Workflows (2026) Jun 10, 2026
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Alankar Joshi

Alankar Joshi is an MBA (IESE) with a career spanning corporate finance, investment, and the jewelry industry. He is the founder of AIforCFO.com — a practitioner-led AI education platform for CFOs and senior finance leaders across Southeast Asia and APAC — and serves as Affiliate Faculty on the SMU CFO Programme. He builds AI tools that finance executives actually use, grounded in the workflows of the Office of the CFO.