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Finance Copilot

AI that turns spend questions into instant reports

Finance Copilot is the natural-language AI reporting assistant in Capture Expense. Ask about company spend and get a chart, table, and summary back without building a report or exporting to Excel.

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Trusted by finance teams at

  • National Education Union
  • Leighton
  • Usborne Publishing
  • Jimmy's Iced Coffee
  • Carnival
  • 4.9/5

Reports without building reports

Get a table and chart you can share or schedule from one question.

Variance and trend analysis on request

Ask for a comparison between periods and get the figures back in a table.

Read-only access scoped to each user

Every question runs as a read-only query against isolated reporting data.

Just ask

Ask the question you would otherwise build a report for

Most finance systems need a new report or an Excel export for every question. Finance Copilot answers the question directly.

  • Ask in plain English
  • Get a chart, a table, and a written summary in one response
  • Share the result or schedule it to repeat, for example monthly
  • Follow up in the same thread: "Compare with Q1", "By department"

Variance and exceptions

Investigate a variance without an export

Ask Finance Copilot to compare two periods and investigate the variance without exporting to Excel.

  • Variance analysis between periods, departments, or users, on request
  • Trend analysis across quarters or years
  • Questions about exceptions and risks in your spend
Just Ask
Show spend by month for the last six months

£48,212 in Q2, up 6% on Q1. May was the highest month, driven by travel for the London project.

Compare with last yearBy departmentSchedule monthly
Ask about your expenses Data scoped to you

Building the case for an AI finance copilot?

Capture Expense covers you at every stage of spend. From saving days reconciling your credit cards to getting customised insights in an instant with your finance copilot, here’s everything you need to know about Capture Expense.

Download the brochure

Microsoft Teams

Ask from Teams or from the web app

Finance Copilot runs inside Microsoft Teams as well as the Capture Expense web app.

  • Same scoping and read-only access in Teams as in the web app
  • Suits IT teams running managed devices
  • Your finance team gets answers in the tool they already have open

Access and control

Read-only access you can switch off per user

Each question is converted into a controlled query against read-only reporting data isolated to your organisation and your user, with restricted database users behind it.

  • Per-organisation and per-user data isolation

  • Thin interface: your input becomes a query and only the result comes back

  • Product data is never used to train public models

  • Administrators can disable conversational services for a person instantly, for example when a device is lost

How your AI copilot compares with building a report

  • How you start

    Excel export
    Export the data and build a pivot table
    Conventional report
    Build or edit a report
    Finance Copilot
    Ask a question in plain English

  • What comes back

    Excel export
    A spreadsheet you format yourself
    Conventional report
    The report as configured
    Finance Copilot
    A chart, a table, and a written summary

  • A follow-up question

    Excel export
    Rebuild the pivot table
    Conventional report
    Edit the report
    Finance Copilot
    Ask it in the same thread

  • Repeating it monthly

    Excel export
    Redo the export each month
    Conventional report
    Schedule the report
    Finance Copilot
    Schedule the answer

  • Where you ask

    Excel export
    Excel
    Conventional report
    The Capture Expense web app
    Finance Copilot
    The web app or Microsoft Teams
It took us nearly 3 years to find the right platform for us, and we couldn’t be happier with the savings and the excellent service we’ve received from Capture Expense
Natalie Moreton, Finance Director, Crimson

  • £12,250

    saved annually

  • 98%

    time saved on expense processing

Crimson

FAQs

What is Finance Copilot?
Finance Copilot is the natural-language reporting assistant in Capture Expense. It turns a plain-English question about company spend into a read-only query and returns a chart, table, and summary. You can ask in the web app or Microsoft Teams.
Does Finance Copilot work inside Microsoft Teams?
Yes. Finance Copilot runs inside Microsoft Teams with the same read-only access as the web app. The Teams deployment suits IT teams running managed devices.
Can I generate expense reports by asking questions in plain English?
Yes. Ask a question such as "new vendors added this quarter" and Finance Copilot returns a table and chart without a report template. Follow-up questions run in the same thread. Scheduled PDFs and audit exports stay available in Reporting and insights.
Is Capture Expense's Finance Copilot GDPR compliant?
Yes. Questions run as read-only queries against reporting data isolated to your organisation and user. Restricted database users sit behind them. View our full security approach here.
Is our expense data used to train public AI models?
No. Capture Expense doesn't pass your data to open models for training. Only the result of each query is shown to you.
How long does Finance Copilot take to implement, and can we turn it off?
Finance Copilot can be switched off for the whole organisation or a single user at any time, and it needs no separate implementation because it runs inside the web app and Microsoft Teams you already use, reading reporting data already there. Smart Audit can run in insights-only mode or be disabled, and AI category suggestions can always be overridden.

More expense management features

See Finance Copilot in practice

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