Microsoft 365 Copilot for Finance is an AI-powered assistant embedded within Microsoft 365 apps like Excel and Outlook, built specifically to support finance professionals. It helps streamline tasks, improve accuracy, and generate insights faster, all within the tools finance teams already rely on daily.
Copilot in Excel enables users to interact with financial data using natural language—no need for advanced formulas. It supports financial modeling, forecasting, and reconciliation tasks.
Key Use Cases:
“Show me variances greater than 10% between budget and actuals.” → Highlights discrepancies, explains trends, and drafts commentary.
“Create a pivot table by region and quarter.” → Builds the pivot, summarizes insights, and generates charts.
“Calculate gross margin by product line.” → Copilot writes the appropriate formulas instantly.
Copilot in Outlook enhances communication by drafting intelligent replies based on real-time ERP data (e.g., Dynamics 365 or SAP), improving accuracy and response times.
“Can you confirm payment status on invoice #12345?” → Copilot pulls the data and drafts: “Thanks for reaching out! Invoice #12345 was paid on July 5. Let me know if you need a receipt.”
It's an AI agent from Microsoft designed for use with the Dynamics 365 Finance system. It streamlines and automates your business processes, helping you perform tasks through automation that were previously done manually. Some examples include data reconciliation, variance analysis, and generating reports via Outlook based on the context and sender of the email.
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