South AfricaFinance and insurance2024 – ongoing

Capitec Bank

Microsoft 365 Copilot for employee work and finance reconciliation

Around 80% of Capitec staff with Copilot access reported saving 1 hour a week

WorkingVendor case studyVendor ↗

Problem

Capitec employees manually reviewed reports before meetings. A finance employee spent 6 hours each week on reconciliations involving lookup formulas.

Approach

The bank introduced Copilot across internal work and ran demonstrations for employees. It used Copilot for Finance for the reconciliation workflow. Department champions helped identify uses, while a central team supported adoption.

Results

around 80%share of staff with Microsoft 365 Copilot access reporting 1 hour saved weekly in Capitec's surveyVendor case study[1]

1 minutereconciliation time per session for 1 employee, whose previous workload was 6 hours weeklyVendor case study[1]

Takeaway

Department champions identified uses for Copilot while a central team supported employees. The reconciliation result concerned 1 employee and compared a weekly workload with time per session.

Sources

Capitec Bank employees save more than 1 hour per week with Microsoft 365 Copilot and Azure Open AI
Microsoft15 Oct 2024Vendor publication

Source summaries

[1]Microsoft15 Oct 2024

Microsoft described Capitec's internal Copilot rollout. It reported survey-based time savings and a finance employee's shorter reconciliation process.

Full details are in the original sources.

Added 1 Nov 2026 · Updated 1 Nov 2026