Published 11 May 2026· via Microsoft Customer Stories· Customer story
EY Global Finance: AI-driven agents in Copilot Studio with Power Platform for SAP-powered journal posting and payment clearing
EY · Professional Services · United Kingdom
Headline result
The source does not publish a single comparable figure. Reported results are listed below.
Summary
EY Global Finance modernized labor-intensive finance workflows across journal posting, payment clearing, and account reconciliation.
The implementation used Microsoft Power Platform, Dataverse, AI Builder, and Copilot Studio to integrate directly with EY's SAP ERP environment and automate semi-manual processes across regions.
The problem
- 01Finance processes were labor-intensive and semi-manual, with long processing times and inconsistent workflows across regions.
- 02EY needed to improve general ledger posting speed, increase payment clearing and matching accuracy, and automate reconciliation and confirmations.
What they built
- 01EY built PowerPost with Power Apps for journal posting into SAP, supported by Power Automate flows and Dataverse for approvals and document handling.
- 02The team added an AI-driven agent in Copilot Studio to guide users through posting and to simplify bulk uploads.
- 03EY created PowerMatch to match and clear incoming payments using Power Automate and AI Builder to extract information from payment notifications and remittance advices.
- 04EY also built PowerSync to automate account reconciliation and confirmation, including importing open AR and AP from SAP, enabling chat-based collaboration, and sending confirmations to auditors.
Reported results
- 01General ledger lead times were reduced by 95%.
- 02EY saved 120,000 hours per annum on payment clearing processes, with expected savings of about 230,000 hours per annum after global rollout.
- 03Automatically matched and cleared payments increased from 30% to 80%, while only 5% of payments still required manual processing.
- 04Operational costs were reduced by over 37%, and rebookings were reduced by 85%.
- 05PowerPost was used by more than 2,000 EY employees, and PowerSync was deployed globally in 2.5 months to 500 users.
- Automated journal posting into SAP
- AI-guided bulk posting assistance
- Automated payment matching and clearing
- Automated reconciliation and confirmations