Finance agents

What if you had a finance assistant working right alongside you in Microsoft 365 applications?

Finance agents empower finance professionals to stay in the flow of work by seamlessly connecting productivity tools, such as Microsoft Excel, with existing financial systems, such as ERP, to support critical business processes and generate insights and actions in real-time. Copilot for Finance accelerates time to impact for finance professionals by surfacing insight to support strategic decision-making and reducing the time spent on manual, repetitive work.

Common financial tasks, like data reconciliation and collections, can now be completed in Excel and Outlook, reducing the need to log in to ERP systems, while still maintaining financial data integrity and compliance. Copilot for Finance has prebuilt integrations with Dynamics 365 Finance and thousands more coming in the future with Copilot Studio.

For some capabilities, a Microsoft 365 Admin Center Administrator maybe required. Copilot for Finance may be subject to an additional free or paid license. For more details, please access the Copilot for Finance website or contact your Microsoft representative.