Microsoft Copilot for Finance in public preview

On February 29, 2024, Microsoft announced the public preview of Microsoft Copilot for Finance, a powerful tool that empowers finance teams to tackle their daily work with unprecedented efficiency. As a key addition to the Copilot family, Copilot for Finance extends the capabilities of Microsoft Copilot for Microsoft 365, providing AI-powered assistance tailored specifically for finance professionals.



How Copilot for Finance transforms financial operations

Finance teams can now focus on strategic counsel and insights, leaving behind the drudgery of manual tasks. Copilot for Finance is the bridge between data and impact, transforming how finance professionals approach their work.




Here are some key features that enhance financial operations:

  • Variance Analysis in Excel: Financial analysts can quickly conduct variance analysis using natural language prompts. This helps them identify anomalies, risks, and unmatched values in data sets. Armed with these insights, finance professionals can provide strategic guidance to business leaders on meeting financial outcomes.
  • Streamlined Reconciliation: Copilot for Finance simplifies the reconciliation process in Excel. With automated data structure comparisons and guided troubleshooting, finance teams can move from insight to action, ensuring the reliability and accuracy of financial records.
  • Customer Account Details in Outlook: Imagine having a complete summary of relevant customer account details right in your Outlook. Copilot for Finance provides balance statements and invoices, expediting the collections process.
  • Data Visualization: Turn raw data in Excel into presentation-ready visuals and reports. Share these across Outlook and Teams to communicate financial insights effectively.



Contextual Insights and Workflow Automation

Copilot for Finance draws essential context from existing financial data sources, including traditional Enterprise Resource Planning (ERP) systems like Microsoft Dynamics 365 and SAP, as well as Microsoft Graph. By supercharging Excel, Outlook, and other productivity apps, it ensures that finance professionals have the right information at their fingertips.


More information

For the official announcement about the public preview of Microsoft Copilot for Finance, please visit:

For more information about Microsoft Copilot for Finance, please visit:

For our vendor page of Microsoft, please visit:

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