MICROSOFT COPILOT FOR FINANCE

Imagine a world where tedious financial tasks are automated, insights are readily available, and strategic decision-making is empowered by AI. What if you had a finance assistant working right alongside you in Microsoft 365 applications? Finance agents (preview) empower finance professionals to stay in the flow of work by seamlessly connecting productivity tools with existing financial systems, such as ERP, to support critical business processes and generate insights and actions in real-time. FinanThis is the promise of Microsoft Copilot for Finance, a cutting-edge solution designed to transform the way finance professionals work. What's new in Microsoft 365 Copilot for Finance You can check the What's new in Copilot for Finance here What's new or changed in Copilot for Finance (preview)This innovative tool, currently in public preview, integrates seamlessly with your existing Microsoft 365 environment, including Excel, Outlook, and Teams, as well as connecting to your ERP systems.By leveraging the power of generative AI, Copilot for Finance helps you surface critical insights, streamline workflows, and ultimately, make more informed financial decisions.It's about more than just automation; it's about augmenting your financial expertise with intelligent assistance, freeing you up to focus on higher-value activities like strategic planning and proactive analysis. Microsoft 365 Copilot for Finance helps finance professionals work with financial data in Microsoft Excel without jeopardizing financial data integrity in ERP systems. Finance professionals will be able to reconcile their financial data with next-generation AI support from Copilot for Finance to compare financial data structures, createThis isn't just a new tool; it's a new way of working in finance, providing real-time insights and actions to support critical business processes.

What is Microsoft Copilot for Finance?

Microsoft Copilot for Finance is an AI-powered tool that extends the capabilities of Microsoft 365 Copilot, specifically tailored to meet the needs of finance teams. Finance agents documentation. Discover how to make the most of Finance agents with online training courses, docs, and videos covering product capabilities and how-to articles. Learn how to use Finance agents to surface insights that support strategic decision-making and reduce the time spent on manual, repetitive work.It draws data from various sources, including your ERP systems and the Microsoft Graph, to enhance financial operations. Learn more about older changes in What's new or changed in Microsoft 365 Copilot for Finance in 2025. Note To learn more about Application Lifecycle Management (ALM), product components, and other update types, see the appropriate sections in Architecture overview .Think of it as your personal finance assistant, working alongside you within your familiar Microsoft 365 applications.

This next-generation AI support assists finance professionals in a variety of tasks, from reconciling financial data to comparing financial data structures.It empowers them to stay in the flow of work by seamlessly connecting productivity tools with existing financial systems to support critical business processes and generate insights and actions in real-time.

Key Features and Benefits of Microsoft Copilot for Finance

Copilot for Finance offers a range of features designed to streamline financial tasks and improve decision-making. What has Microsoft Copilot to do with Dynamics Finance? Microsoft Copilot and Dynamics 365 Finance are related through integration and functionality enhancement. Copilot, as an AI-powered tool, is designed to work seamlessly with Dynamics 365 Finance, a part of Microsoft s suite of business applications. This integration allows users toHere are some of the key benefits:

• Automated Workflows: Automates repetitive tasks like data entry, reconciliation, and report generation.
• Enhanced Productivity: Frees up finance professionals to focus on higher-value activities like analysis and strategic planning.
• Improved Decision-Making: Provides real-time insights and data-driven recommendations to support better financial decisions.
• Seamless Integration: Integrates with existing Microsoft 365 applications and ERP systems for a unified workflow.
• Reduced Errors: Minimizes the risk of human error in data entry and analysis.
• Real-Time Insights: Access up-to-the-minute financial data and analysis directly within your workflow.

How Microsoft Copilot for Finance Improves Efficiency

Finance teams are often tasked with achieving more with fewer resources. How finance agents can improve efficiency by applying next-generation AI to labor-intensive processes like collections and contract and invoice capture. How finance agents integrate with Microsoft 365 Outlook and Microsoft 365 Excel to offer productivity gains for finance professionals. The deployment process for finance agents.Copilot for Finance directly addresses this challenge by automating labor-intensive processes and providing quick access to critical information.By assisting with everyday tasks, it increases the time available for crucial activities such as additional analysis, proactive audits, collections processes, and financial reporting.

Consider these examples of how Copilot for Finance can boost efficiency:

• Collections: Streamlines the collections process by automating reminders, generating reports, and identifying overdue accounts.
• Contract and Invoice Capture: Simplifies contract and invoice management with AI-powered data extraction and processing.
• Financial Reporting: Accelerates financial reporting by automating data gathering and formatting.
• Data Reconciliation: Improves the accuracy and speed of data reconciliation through intelligent comparison and matching.

Microsoft Copilot for Finance and ERP Integration

A key strength of Microsoft Copilot for Finance lies in its ability to integrate with existing ERP systems, bringing valuable financial data directly into your Microsoft 365 environment.This integration provides a unified ecosystem to enhance efficiency and data accuracy.

Copilot for Finance has prebuilt integrations with Dynamics 365 Finance, and more integrations are planned through Copilot Studio.This allows you to connect to a wider range of financial platforms and customize the solution to meet your specific needs.

Microsoft Dynamics 365 Finance Integration

The integration with Microsoft Dynamics 365 Finance enables seamless access to financial data and processes.You can use Copilot for Finance to:

• Analyze financial data from Dynamics 365 Finance directly in Excel.
• Generate reports based on Dynamics 365 Finance data.
• Automate tasks within Dynamics 365 Finance from Outlook or Teams.

Using Microsoft Copilot for Finance in Excel, Outlook, and Teams

Copilot for Finance is designed to work seamlessly within the Microsoft 365 applications you already use every day:

• Excel: Analyze financial data, create reports, and perform calculations with AI assistance.
• Outlook: Manage financial communications, automate tasks, and access insights directly from your inbox.
• Teams: Collaborate with colleagues on financial projects, share insights, and streamline workflows.

This integration allows you to stay in the flow of work and access the information you need without switching between applications.

Microsoft Copilot for Finance in Excel

Imagine being able to analyze complex financial datasets with the help of AI, directly within Excel. Microsoft Copilot for finance integrates seamlessly with financial platforms, creating a unified ecosystem to enhance efficiency and data accuracy. Whether using Dynamics 365 Finance, Power BI or the broader Microsoft 365 suite, Copilot works harmoniously within these platforms to provide a connected experience.Copilot for Finance enables you to:

• Identify trends and anomalies in financial data.
• Generate insightful charts and graphs.
• Create financial models and forecasts.
• Ask natural language questions about your data and receive instant answers.

Microsoft Copilot for Finance in Outlook

Copilot for Finance in Outlook streamlines financial communications and automates tasks. Copilot for Finance is a preview feature that connects your financial data with generative AI to surface insights and support strategic decision-making. It works in Excel, Outlook, and Teams to simplify tasks, boost productivity, and transform the way finance works.You can use it to:

• Automatically extract key information from financial emails.
• Generate summaries of financial discussions.
• Schedule meetings and track action items related to financial projects.

How to Install Microsoft Copilot for Finance (Preview)

Currently in public preview, Microsoft Copilot for Finance can be installed within your Microsoft 365 environment. Microsoft Copilot Studio; Microsoft 365 Microsoft Dynamics 365 Finance integration (for use with Finance agents in Microsoft 365 Outlook) requires:The installation process may require a Microsoft 365 Admin Center Administrator. For information about how to remove the Finance agents app, see disable-finance-addin.mduninstall-a-copilot-for-finance-add-in-by-using-microsoft-365-admin-center. Feedback Was this page helpful?Detailed instructions for installing Copilot for Finance in Outlook and Excel are available in the Microsoft documentation.

Keep in mind that Copilot for Finance may be subject to an additional free or paid license.

Microsoft Copilot for Finance: Addressing Key Challenges in the Financial Services Industry

The financial services industry, encompassing banking, insurance, and capital markets, faces a dynamic environment shaped by changing interest rates, inflation, regulatory policies, and the global economy. Using Copilot in Financial Services. The financial services industry, encompassing banking, insurance, and capital markets, is impacted by changing interest rates, inflation, regulatory policies, and the global economy.Copilot for Finance empowers financial professionals to navigate these challenges by providing them with the tools and insights they need to make informed decisions.

By automating repetitive tasks and providing real-time data analysis, Copilot for Finance helps financial institutions:

• Improve efficiency and reduce costs.
• Enhance risk management and compliance.
• Deliver better customer service.
• Adapt to changing market conditions.

Microsoft Copilot for Finance and Data Security

Data security is a top priority for finance teams.Microsoft Copilot for Finance is designed to protect the integrity of your financial data and comply with industry regulations. Summary. On Febru, Microsoft announced the public preview of Microsoft Copilot for Finance, the newest role-based extension of Microsoft Copilot. Copilot for Finance works seamlessly with the existing financial systems and data sources companies already rely on, bringing the right data to users in Excel and Outlook, to transform the way finance professionals complete everyday tasks.It works with financial data in Microsoft Excel without jeopardizing financial data integrity in ERP systems.

Microsoft employs a variety of security measures to protect your data, including:

• Encryption: Protecting data at rest and in transit.
• Access Controls: Restricting access to sensitive data.
• Compliance Certifications: Meeting industry standards for data security.

Training and Resources for Microsoft Copilot for Finance

To help you get the most out of Microsoft Copilot for Finance, Microsoft provides a range of training resources, including online courses, documentation, and videos. Install Microsoft 365 Copilot for Finance (Preview) in Outlook Install Microsoft 365 Copilot for Finance (Preview) in ExcelThese resources cover product capabilities, how-to articles, and best practices for using Copilot for Finance.

You can find these resources on the Microsoft website and within the Microsoft 365 environment.

The Future of Finance with Microsoft Copilot

Microsoft Copilot for Finance represents a significant step forward in the evolution of financial management.By leveraging the power of AI, it empowers finance professionals to work more efficiently, make better decisions, and ultimately, drive greater business value.The future of finance is intelligent, and Copilot for Finance is leading the way.

Common Questions About Microsoft Copilot for Finance

What are Finance agents?

Finance agents are AI-powered assistants that work alongside you in Microsoft 365 applications, connecting productivity tools with existing financial systems to support critical business processes and generate insights in real-time.

How can Finance agents improve efficiency?

Finance agents can improve efficiency by applying next-generation AI to labor-intensive processes like collections and contract and invoice capture.They integrate with Microsoft 365 Outlook and Microsoft 365 Excel to offer productivity gains.

Is Microsoft Copilot for Finance available now?

Yes, Microsoft Copilot for Finance is currently in public preview.

What platforms does Microsoft Copilot for Finance integrate with?

Microsoft Copilot for Finance integrates with Microsoft 365 applications such as Excel, Outlook, and Teams, and has prebuilt integrations with Dynamics 365 Finance.It also integrates with thousands more applications with Copilot Studio.

What are the licensing requirements for Microsoft Copilot for Finance?

Microsoft Copilot for Finance may be subject to an additional free or paid license. Microsoft Copilot is well-suited for professionals seeking reliable AI assistance to support a wide range of business activities across various domains. What Is Microsoft Copilot for Finance? Microsoft Copilot for Finance leverages advanced AI capabilities to optimize key financial functions. Specifically designed to be integrated with D365FOContact your Microsoft representative for specific details.

Conclusion: Embracing the AI Revolution in Finance

Microsoft Copilot for Finance is more than just a tool; it's a strategic asset that empowers finance teams to navigate the complexities of the modern business world. Introducing Microsoft Copilot for Finance, the AI assistant for finance professionals. Access insight while in the flow of work to support strategic decisionBy automating tasks, providing real-time insights, and integrating seamlessly with existing systems, Copilot for Finance helps organizations improve efficiency, enhance decision-making, and drive greater financial performance. Microsoft Copilot for Finance is a new offering in Microsoft 365 that helps finance teams streamline financial tasks, automate workflows and provide insights in the flow of work. It extends Copilot for Microsoft 365 and draws on data from ERP systems and Microsoft Graph to enhance financial operations.As the financial landscape continues to evolve, embracing AI-powered solutions like Copilot for Finance will be crucial for staying ahead of the curve. Now, a new level of impact is at hand with the Microsoft 365 Copilot for Finance, an AI-powered, role-based Copilot agent designed to help government agencies accelerate time to business impact. Copilot for Finance is now in public preview and will be delivered in the coming months.Key takeaways:

• Copilot for Finance streamlines financial tasks and improves decision-making.
• It integrates seamlessly with Microsoft 365 and ERP systems.
• It empowers finance professionals to focus on higher-value activities.

Ready to transform your financial operations with AI? Microsoft Copilot for Finance helps finance professionals work with financial data in Microsoft Excel without jeopardizing financial data integrity in ERP systems. Finance professionals will be able to reconcile their financial data with next-generation AI support from Copilot for Finance to compare financial data structures, createExplore Microsoft Copilot for Finance today and unlock the potential of intelligent finance.