M365 Copilot Enablement · Finance Executives

$30/user/month.
Used by less than 10%.

You deployed M365 Copilot. Your team got a walkthrough. Six months later, nothing changed. That's not a people problem. It's a prompting problem. We fix it in 20 minutes, free.

Book Free 20-Min Session Get Free Role Prompts
No credit card No sales pitch You keep the prompts Ready to use tomorrow
2 hrs
→ 11 min
CFO board prep
3 days
→ 4 hours
COO quarterly pack
0%
→ 100%
PE partner adoption
30 days
to full team adoption
PE firm, 6 partners

See it in action

One prompt.
Eleven minutes.

Watch a CFO run her monthly cash variance analysis in Copilot (no formulas, no analyst handoff, no waiting). The same workflow that used to take 2 hours.

Why adoption fails

Sound familiar?

"I tried it once, got a generic answer. Went back to doing it myself."

CFO · Professional Services

"My team uses it occasionally. Sort of. Nobody really tracks it."

COO · Healthcare Operations

"I still prep my own board materials. Two hours every month."

CEO · PE-Backed Manufacturer

The gap between a mediocre Copilot result and a genuinely useful one is a single better prompt. Generic prompts give generic answers. Role-specific prompts (mapped to your actual decisions) change everything.

Client outcomes

What changes after one session.

CFO
Professional Services · 200 employees

Monthly cash variance read: 2 hours → 11 minutes. One Copilot prompt, runs it herself, no formula touched. Every month.

COO
Healthcare Operations · 500 employees

Quarterly board pack across 5 departments: 3 days → 4 hours. Prompt sequence pulls from Teams and SharePoint directly.

6 PE Partners
Private Equity Firm

Zero consistent usage → all 6 partners using Copilot daily within 30 days. Deal memos, LP updates, portfolio Q&A: all prompt-driven.

How DataQubi helps

Natural language queries.
Answers grounded in your data.

DataQubi's Copilot layer sits on top of the clean, hardened data in your Fabric workspace and lets executives ask financial questions, with answers grounded in audit-ready figures. No analyst handoff. No waiting.

Natural Language Queries
Ask financial questions in plain English. Copilot pulls from your Fabric semantic layer.
Audit-Ready Answers
Grounded in hardened, deduplicated financial data, not hallucinated from stale exports.
Built for CFOs, Not Data Teams
No SQL. No Power BI training. Your data team stays focused on building, not answering.
Works in Your M365 Tenant
No new tools. Runs inside the Copilot, Teams, and Outlook licenses you already pay for.
Before you go deeper
Is your data environment Copilot-ready?
Most M365 Copilot deployments hit a wall because the underlying data isn't clean or structured for AI. Our guide covers the 6 prerequisites (data quality, permissions, semantic layer, and more) that determine whether Copilot gives useful answers or plausible-sounding noise.
Read: Copilot Prerequisites for Finance

Free resource

Pick your role.
Get your prompts.

5–10 prompts mapped to your actual decisions, not generic productivity tips. Copy-paste into Copilot Chat, Outlook, Teams, or Excel. Ready to use tomorrow morning.

CFO
Cash variance, board narrative, audit prep
COO
Ops reviews, board pack, vendor escalations
CEO
Strategic decisions, investor updates, all-hands
PE Partner
Deal memos, LP updates, portfolio Q&A

No credit card · No follow-up emails · No pitch. Just the prompts.

Get Your Prompt Pack
Role-specific Copilot prompts, mapped to your data environment
In a 20-minute session we'll walk through the prompts your finance, operations, or leadership team will actually use — matched to your ERP, your reporting cadence, and your current Copilot license.
Schedule 20-Minute Session
No credit card. No sales deck. Talk directly to the person who runs the engagement.

Ready to get your team actually using Copilot?

20 minutes. We'll map your specific role and data environment to prompts that work tomorrow.

Schedule Strategy Call View All Solutions