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Connect SQL Accounting to Microsoft Copilot
We connect the ledger to Copilot through Azure: signed API, Data Factory sync, Azure SQL as the knowledge source, Copilot Studio on top. CFOs and Project Directors get a conversational view of live journals and vouchers - without a new reporting stack.
- Malaysia
- SQL Accounting
- Microsoft Copilot
- Azure SQL
Azure workflow
How data reaches Copilot
We connect the ledger to Copilot through Azure: signed API, Data Factory sync, Azure SQL as the knowledge source, Copilot Studio on top. CFOs and Project Directors get a conversational view of live journals and vouchers - without a new reporting stack.
- 01 SQL Accounting - journals and vouchers stay in the ledger
- 02 Signing proxy - API keys stay off the desktop
- 03 Data Factory - scheduled sync into Azure
- 04 Azure SQL - governed replica Copilot may read
- 05 Copilot Studio - natural language in Microsoft 365
- 06 CFO / Director - decide without opening the ERP
FAQ
Connect SQL Accounting to Microsoft Copilot - common questions
What is AI for Accounting and ERP from Crest?
A Microsoft Azure workflow that connects SQL Accounting (and similar ledgers) to Microsoft Copilot Premium and Copilot Studio so CFOs ask cash, cost and voucher questions from a governed Azure SQL replica.
Does SQL Accounting stay the system of record?
Yes. SQL Accounting remains the ledger. Firebird is not exposed to Microsoft 365. Copilot reads a governed Azure SQL replica.
Do we need Microsoft Copilot licences?
Yes. Crest quotes Microsoft 365 Copilot Premium and Copilot Studio capacity for Malaysian tenants, alongside Azure where required.
Can we get a walkthrough?
Yes. Crest can walk the Azure workflow in about 20 minutes and map it to your SQL Accounting company and Copilot tenant.
Ready to connect SQL Accounting to Copilot?
Crest quotes Microsoft Copilot Premium, Copilot Studio and Azure capacity, then maps the workflow to your ledger.