AI-Powered ESOP Calculator Boosts Accuracy & Efficiency with Microsoft Copilot Studio

A leading USA-based organization sought to improve and simplify the accuracy of its Employee Stock Ownership Plan (ESOP) calculations. With a growing workforce and an increasing need for transparency in employee ownership benefits, the company saw the need for a trusted system that could handle ESOP calculations more easily and automatically.

The objective was to eliminate manual errors, ensure regulatory compliance, and provide clear, timely reporting. This case study shows how we utilized Microsoft Copilot Studio to build a custom AI-Powered ESOP Calculator that improved the company’s approach to managing ownership, offering quicker, more precise, and easier results.

Technology : Microsoft Copilot Studio
Country : USA
Industry : Manufacturing

AI-Powered ESOP Calculator Boosts Accuracy & Efficiency with Microsoft Copilot Studio

Country

Canada

Industry

Products Manufacturing

Technologies

40%

Cost Savings Achieved Through Optimized Vendor Selection and Negotiation.

50%

Faster Vendor Onboarding with Standardized Approval & Compliance Checks.

55%

Faster SLA Resolution via Centralized Vendor Communication Channels.

35%

Improved Compliance Adherence via Centralized Risk & Contract Monitoring.

Challenges

Manual and Error-Prone Calculations: Employees or HR teams often relied on spreadsheets or manual tools, leading to frequent mistakes in ESOP calculations.
Poor User Experience: Traditional financial tools were often hard to understand, not easy to use, and required changing between systems, which slowed down the process.
Delayed Decision-Making: Inconsistent and outdated data made it difficult for leadership to get quick information, slowing down important business and financial decisions.

Heavy Administrative Burden: HR teams spent a lot of time answering repetitive ESOP-related questions, pulling reports, and managing calculations manually.
Data Privacy Concerns: Manually handling sensitive financial information raised the chance of security breaches and not following data protection rules.
Scalability Issues: As organizations grew, manual processes couldn’t keep up with the number of employees needing personalized ESOP data quickly.

Solution

To meet the demand for exact and easy-to-use ESOP calculations, we built the AI-Powered ESOP Calculator. This custom solution is designed to make the whole process simpler and more efficient. It works smoothly within Microsoft Teams, allowing users to access the tool without having to switch between different platforms.

The agent starts by guiding users through a clean, intuitive input form that collects key details such as work start age, retirement age, and compensation figures. After submission, it quickly creates a detailed report, including Eligible Compensation, Total Shares, Account Contributions, and Year-End Balances. This automation process reduces manual errors and speeds up the reporting process, giving users a clear and reliable view of their ESOP benefits.

This tool is designed as keeping scalability in mind, the AI-Powered ESOP Calculator can easily support growing user bases and expanded feature sets. With strong data protection measures built in, the system ensures that sensitive financial information remains secure. By improving accessibility, accuracy, and efficiency, it empowers employees to better understand and manage their long-term financial benefits.

Result

The AI-Powered ESOP Calculator considerably improved productivity by automating repetitive tasks like data entry and report generation, allowing employees to focus on strategic activities. It improved accuracy by reducing human errors through precise calculations, while providing personalized assistance based on individual user inputs. Integrated within Microsoft Teams, the solution streamlined the user experience and ensured fast, reliable access to ESOP reports. With strong data security measures, it maintained compliance and built employee trust. Designed for scalability, the agent easily supports growing teams, helping organizations manage financial planning more efficiently and accurately.

Key Features of AI Driven ESOP Calculator

Seamless Multi-Platform Integration

It can be easily integrated into Microsoft Teams, SharePoint, or other platforms, allowing employees to access the ESOP tool without switching between applications or systems.

Custom Instructions

It instructs the agent to provide accurate, context-specific responses, adapting to the unique needs of your organization’s ESOP structure.

Utilization of Company Data

Utilize your company’s data to deliver highly relevant and accurate responses tailored to your specific ESOP structure, ensuring clarity and precision for all employees.

Personalized Assistance

Delivers personalized suggestions and solutions tailored to each user’s specific needs, improving the user experience and ensuring more intuitive interactions for better results.

Advanced Data Analysis

Offers powerful data analysis capabilities to track user interactions and engagement, helping to optimize workflows and improve the overall user experience.

Task Automation

Automates complex tasks, including calculations and data management, reducing manual workload, improving operational efficiency, and ensuring fast, accurate results with minimal human input.

Automated PDF Report Generation

Generates detailed, formatted PDF reports with ESOP details, allowing users to easily download and share their benefits information. This feature makes sure employees have a clear, accessible record of their ESOP benefits at all times.

Ready to work together?

Let's discuss your product goals and see how we can help.

Case Studies

Microsoft Copilot Studio
USA

Streamlining Project Management Workflows with Microsoft Copilot Agent

Discover how Codevision Technologies used Microsoft Copilot Agent to unify Jira, Azure DevOps & internal tools — enabling real-time insights, AI-powered automation, and a 30–40% boost in productivity.

Information Technology

Power Automate
UK

Microsoft Power Automate Simplifies Document Tracking and Resident Management

Discover how a UK care group transformed compliance and resident management with Microsoft Power Automate — cutting manual work and boosting accuracy.

Healthcare

Office Add-Ins
Australia

Enhancing Customer Engagement with Automated Follow-Ups Using CV Outlook Add-In

Discover how the CV Outlook Add-In helped an Australian automotive transmission leader automate follow-up emails, streamline scheduling, and enhance customer engagement.

Automotive

FAQ QUESTIONS

DO YOU HAVE QUESTIONS? LOOK HERE

What does Codevision Technologies specialize in?

We specialize in custom software development, Microsoft Power Platform solutions, business intelligence (BI), automation, and digital transformation services. Our expertise spans Power BI, Power Apps, SharePoint, Azure, and .NET technologies, helping businesses streamline processes, improve insights, and enhance productivity.

How long has Codevision Technologies been providing IT solutions?

We have been delivering innovative software and IT solutions for over 7 years, serving startups, SMEs, and large enterprises across the USA, UK, Middle East. Our track record includes 100+ successfully completed projects.

Where is Codevision Technologies located, and do you serve international clients?

Our headquarters is in India & USA, with global delivery capabilities. We provide remote project management, international collaboration, and agile delivery for clients across multiple industries worldwide.

Why should I choose Codevision Technologies for software development?

Our team includes professionals with 7+ years of experience, along with innovative young talent.
Our CEO has hands-on development experience working with US-based companies.
We maintain 100% client satisfaction, with consistently high ratings and positive feedback across platforms like Clutch, GoodFirms, and Google Reviews.

Can I see examples of your previous work?

Yes! We have delivered solutions across custom software, SharePoint portals, Power Platform apps, and enterprise systems. You can view our case studies and project details

Do you sign NDAs and ensure data confidentiality?

Absolutely. Client confidentiality is our top priority. We sign Non-Disclosure Agreements (NDA) before starting any project and follow industry best practices for secure coding, encrypted communication, and access control.

What types of clients do you typically work with?

We work with startups, SMEs, and large enterprises in sectors such as finance, healthcare, manufacturing, retail, and government. Our solutions are scalable and tailored to each client’s unique business requirements.

Do you handle international projects and remote collaboration?

Yes. Our team is experienced in managing remote teams and delivering global projects using Microsoft Teams, Jira, and agile methodologies to ensure seamless communication and timely delivery.

What engagement models do you offer?

We provide flexible engagement models including:

Fixed-price projects
Time & material contracts
Dedicated development teams
This ensures a perfect fit for varying project scopes and budgets.

Do you offer post-launch support and maintenance?

Yes. We provide continuous support, bug fixes, performance monitoring, and feature enhancements to ensure your software remains reliable, secure, and optimized.

What additional services do you offer beyond software development?

We offer a comprehensive range of IT solutions designed to streamline operations, improve efficiency, and drive digital growth:

Business Intelligence (BI) Consulting & Data Visualization
Robotic Process Automation (RPA) Solutions
Cloud Migration & System Integration
Digital Transformation Strategy & Advisory