Month: July 2025

Finance teams work with a constant flow of high-stakes documents — from regulatory updates and contracts to audit reports and client communications. These documents are often lengthy, detailed, and time-sensitive, requiring careful review and clear communication across teams.

If your team is constantly switching between PDFs, pulling out key points, or trying to draft follow-up communications based on what’s inside a document, Acrobat AI Assistant can make a real difference. It’s designed to reduce the manual effort of working with documents — especially when those documents are long, repetitive, or detailed.

Let’s take a closer look at how this tool supports finance professionals and teams in delivering faster, more accurate work.

Why Documents Are Still a Challenge in Finance Workflows

Even with digital systems in place, the burden of managing documents hasn’t really gone away — it’s just moved from paper to PDF.

Finance teams are regularly dealing with:

Most of this still involves a lot of manual reading, highlighting, summarising, and cross-checking. Acrobat AI Assistant simplifies that.

How Acrobat AI Assistant Helps

1. Get Instant Answers from Any PDF

Instead of scrolling through dozens of pages, your team can simply ask Acrobat AI Assistant a question like:

The tool scans the document and returns a clear, referenced answer — helping legal, compliance, and client service teams save time and reduce errors.

2. Summarise Financial Documents in a Click

Lengthy reports, board papers, and client-facing documents take time to digest — and even more time to explain to others.

With one click, Acrobat AI Assistant provides a clear summary of the key points. This helps:

3. Write Faster with Built-In Context

After reading a detailed document, someone still has to translate it into an email, presentation, or internal memo. Acrobat AI Assistant helps here too.

You can use it to:

This is especially useful when preparing materials for leadership, clients, or regulators — where the messaging needs to be fast, accurate, and compliant.

  1. Compare and Clarify Financial Documents

Spotting the difference between two contract versions or policy updates can be tedious — but missing a detail can be costly.

Acrobat AI Assistant helps by:

Whether you’re managing client agreements or internal policies, this tool supports better, faster decision-making.

What About Security?

Acrobat AI Assistant is built into Adobe’s trusted Acrobat platform, meaning it inherits the same enterprise-grade security and compliance standards. No need to upload sensitive documents to third-party tools — everything stays within the secure Adobe ecosystem.

This is critical in finance, where confidentiality, data protection, and auditability are non-negotiable.

Real-World Use Cases in Finance

Here’s how finance organisations are using Acrobat AI Assistant:

Partner with Micromail

As an Adobe Platinum Partner, Micromail supports finance teams across Ireland in getting the most from Adobe’s premium solutions. If you’re considering Acrobat AI Assistant for your organisation, we’ll help you choose the right license, guide you through setup, and ensure you’re getting full value from your investment.

Contact us today to explore licensing options, get expert advice, or request a tailored quote.

In large organisations, employees often spend hours each week moving between documents, emails, spreadsheets, and meetings — summarising content, creating reports, or rewriting the same information in different formats. It’s repetitive, time-consuming, and slows down the work that really matters.

Microsoft 365 Copilot is designed to change that. By bringing AI directly into Word, Excel, Outlook, Teams, PowerPoint and more, Copilot helps employees draft content, summarise meetings, analyse data, and automate routine tasks — all within the Microsoft 365 apps they already know. The result? Faster output, clearer communication, and more time for strategic work.

As a Microsoft Solutions Partner, Micromail helps enterprise organisations choose the right licensing options and implement Copilot successfully — with security, governance, and user adoption front and centre.

What is Microsoft 365 Copilot?

Microsoft 365 Copilot is a generative AI assistant embedded within the Microsoft 365 suite. It combines the power of large language models with the data your organisation already holds in Microsoft Graph — including emails, files, chats, calendars, and meetings — to help your teams generate, refine, and extract information more efficiently.

Because it’s integrated directly into apps like Word, Excel, Outlook, and Teams, there’s no need to learn a new system or switch platforms. Employees can start using Copilot in the flow of their daily work — whether they’re writing a report, reviewing data, responding to an email, or preparing for a client meeting.

Real Use Cases for Enterprise Organisations

Sales and business development teams use Copilot to speed up proposal writing, summarise customer conversations, and create pitch decks using content from previous materials. Instead of writing everything from scratch, they can ask Copilot to draft follow-ups or prepare slides based on notes, saving time and maintaining consistency across communications.

Finance departments are using Copilot in Excel to analyse trends, flag anomalies, and explain complex data without writing detailed formulas. It can also help summarise financial reports, draft internal updates, or prepare talking points for board meetings — all while reducing manual reporting effort.

Legal and compliance teams benefit from Copilot’s ability to summarise policy changes, compare document versions, and simplify complex clauses. This helps reduce risk, speeds up review processes, and allows legal experts to focus on critical decision-making rather than formatting or redrafting.

HR and communications professionals use Copilot to draft onboarding content, internal updates, and employee messaging based on existing policies or documents. It’s also helpful when summarising feedback from surveys, turning raw input into actionable insights for leadership.

Project managers and operations teams save time by generating meeting summaries, capturing action items, and creating project updates directly within Teams and Outlook. Copilot can turn a thread of messages into a clean project brief or help structure planning documents based on team input.

These are just a few examples — but they demonstrate the real, practical ways Copilot is already improving productivity inside large organisations.

The Benefits Go Beyond Speed

While Copilot saves time, its value runs deeper. For many enterprise teams, Copilot improves the quality of work, reduces context switching, and enables more informed decision-making. By providing a starting point — whether it’s a first draft, a summary, or a list of key insights — Copilot helps people get unblocked and stay focused.

The fact that it’s built into Microsoft 365 means there’s no need to retrain teams on new software, and no extra platform to manage. Copilot works with the tools your organisation already relies on.

Importantly, all of this happens within Microsoft’s secure cloud environment. Copilot respects your existing data permissions, identity controls, and compliance framework — which is critical in sectors like finance, legal, public sector, and healthcare.

Implementation and Support from Micromail

We work with your internal stakeholders to review eligibility, choose the correct Copilot licenses, and map out a deployment plan that aligns with your Microsoft 365 setup. Whether you’re looking to roll out Copilot in phases or go live across departments, we’ll help you build a plan that works.

Microsoft offers funding to qualifying customers to accelerate your Copilot journey and Micromail can help you access this funding.

Our colleagues in our parent company Ergo, the current Microsoft Ireland Partner of the Year, can also support your IT department with configuration and access controls, making sure Copilot is secure, scalable, and fully integrated into your Microsoft environment. And they don’t stop at deployment — we provide practical guidance and user training to help your teams get the most out of Copilot from day one.

This includes:

Get Started with Microsoft 365 Copilot

Microsoft 365 Copilot represents a major shift in how work gets done — not by adding more tools, but by making your existing tools more intelligent and efficient.

At Micromail, we help enterprise organisations get the full value from Copilot by combining smart licensing, secure implementation, and real-world training.

If you’re planning to adopt Microsoft 365 Copilot, or just want to explore what it could mean for your team, we’re here to help.

Contact us to discuss licensing, request a demo, or start planning your rollout.