Microsoft Copilot
By Microsoft
What it is
Microsoft Copilot is Microsoft's AI assistant for work. It is built into Word, Excel, PowerPoint, Outlook and Teams and draws on your organization's Microsoft 365 content. Users can chat with it, hand off multi-step tasks, and create their own work agents in plain language with Agent Builder, then extend and manage those agents with Copilot Studio. Microsoft sells it in plans for enterprises, businesses and individuals.
Description based on microsoft.com, checked Oct 22, 2026. Features and pricing change, so check the vendor's site for current details.
Listed because contractors in our entries used it. Not an endorsement. Commissions and sponsorships never change which tools or entries are listed or their order. Read our disclosure.
Use cases with Microsoft Copilot (1)
AI invoice coding for contractors: an agent reads vendor bills and fills in the job and GL code
Perry Contracting, Inc.
Perry Contracting, a construction contracting firm in Norwood, Ohio, coded every vendor invoice by hand: project managers marked up paper invoices with the job and GL account, and a long-tenured accounting manager keyed them into the accounting software. With that manager nearing retirement after 30 years, the company had IT firm N Solutions build an AI agent on Microsoft Copilot that reads each invoice, works out the likely GL code and job details, and prefills the entry. The invoice then goes to the project manager in Microsoft Teams to review and confirm; nothing posts without a human check. A Power App shows each PM what is outstanding, and approved invoices are imported into the accounting software automatically. N Solutions estimates the process will save Perry 200 to 300 hours a year and captures the accounting manager's know-how so the next person can take over.