CPAi Advisors + Copilot Frontier: Accounting Meets Agent Mode
Hey all — I’m Dan, founder of CPAi Advisors, where boutique accounting meets workflow automation and Microsoft Copilot. I spent years in public company accounting, working across GL, AP/AR, reporting, and compliance — plus deep ERP integrations and technical troubleshooting. After seeing firsthand how manual and fragmented financial workflows can be, I decided to go out on my own and build something smarter: a boutique firm powered by Microsoft 365 Business Premium + Copilot. Now I’m exploring how Office Agent (Frontier) can take things further — not just chat in Word or Excel, but actually carry context across apps and orchestrate real accounting tasks. Here’s what I’m testing: Agent Mode in Excel → financial models, ledger reconciliation, anomaly detection Agent Mode in Word → client-ready reports that pull live spreadsheet data Agent Mode in Outlook → turning email threads into task lists and audit prep Cross-app orchestration → one prompt that builds a report, updates the spreadsheet, and drafts the email 💡 Focus: Copilot in accounting workflows Automating compliance & audit readiness Bridging trust in AI for financial advisory Pushing Agent Mode beyond the obvious Excited to share feedback and help shape what’s next. Let’s make accounting workflows smarter — and a little more fun. Take care & be well!
Seamlessly manage Dragon Copilot with the new Microsoft Dragon admin center
Today, we are thrilled to announce the Microsoft Dragon admin center – a new way to manage your Microsoft Cloud for Healthcare clinical applications including Microsoft Dragon Copilot. This user-friendly platform, built upon Microsoft 365 and Microsoft’s e-commerce framework, enables healthcare administrators to control and manage their licensing, billing and organizational lifecycle with ease and efficiency. The Microsoft Dragon admin center streamlines the implementation and management of clinical applications in the health provider ecosystem, reducing time from weeks or months to days. Microsoft Dragon Copilot can be purchased and provisioned quickly with a few clicks. We are excited to have Microsoft partners and customers try it out! Benefits The Microsoft Dragon admin center provides numerous benefits to healthcare organizations and partners: Efficiency: Streamlines administration of clinical applications through a centralized and unified interface that provides consistency across all administrative functions. Partner Integration: Offers flexibility to embed Dragon Copilot in the Electronic Health Record (EHR) system of choice or resell the application out of the box. Customization: Enables high degrees of customization for administrators managing wide ranges of users. Scalability: Allows healthcare providers to scale clinical applications within a few hours. Compliance: Adheres to Microsoft standards of privacy, compliance, and security. Key Features The Microsoft Dragon admin center offers several key features that make it an indispensable tool for healthcare administrators: Simplified license management, user role assignment, and billing allows customers to easily purchase more or upgrade licenses depending on business needs. Seamless and automated provisioning of the Dragon Copilot application limits deployment delays. Customizable organization hierarchy empowers healthcare administrators to manage their organization in a few clicks. One stop shop for managing Electronic Health Record (EHR) partners and users operating in the embedded Dragon Copilot application reduces the complexity and time required to manage multiple systems and partners separately. Extensive configuration of settings and library objects of Dragon Copilot increases time-to-value. How to Get Started Getting started with the Microsoft Dragon admin center is straightforward: Purchase licenses: Identify the type of billing account you have in M365 and contact your Microsoft representative to purchase licenses. If you are a Microsoft Partner you can purchase through Partner Center. Assign licenses and conduct user role management: Assign licenses and provide different individuals the right roles to administer the Dragon admin center. Once the license and user role management is complete, navigate to the Microsoft Dragon admin center where you will be able to: Provision your Dragon Copilot application. Set up your organization hierarchy and healthcare groups, and manage your Electronic Health Record partners (EHRs). Manage and configure your Dragon Copilot application settings, features, and library objects in the context of your organization hierarchy. For a detailed step by step set-up guide for Microsoft Dragon admin center, please visit: End-to-end workflow overview | Microsoft Learn Conclusion The Microsoft Dragon admin center is a valuable tool that empowers healthcare administrators and streamlines clinical application management. By leveraging its advanced functionalities and user-friendly interface, healthcare organizations can enhance efficiency, accuracy, and customization in their workflows. Learn more about the Microsoft Dragon admin center here: Dragon admin center documentation | Microsoft Learn