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Microsoft 365 Copilot for FinancePREVIEW

Accelerate time to business impact for finance professionals. Copilot for Finance brings together Microsoft 365 Copilot with a role-based Copilot agent that connects your existing financial data with generative AI to surface insights and support strategic decision-making.
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OVERVIEW

Translate data into actionable insights

Make an impact by creating meaningful efficiencies with an AI-powered assistant built for finance.
  • Review transactions across systems for anomalies, risks, and unmatched data. Save and reuse customizable templates for insight that scales.
    A reconciliation report on a laptop screen shows details of vendor invoices, discrepancy, and reconciliation summary.
  • Save time with accurate commentary, reports, and insight sourced from various data records.
    a cash flow forecast spreadsheet and a dialogue box for analyzing variances in February's forecast
  • Turn data into presentation-ready visuals and reports to share in Outlook and Microsoft Teams.
    task management interface displaying an email summary on the right, detailing payment issues with Fabrikam.
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FEATURES

Transform the way finance works

Accelerate growth and reduce costs with a copilot in the flow of work.
KEY BENEFITS

Drive growth with an AI-powered solution

Be more impactful with financial insights

Spur growth with action-oriented recommendations, proactive anomaly detection, and specialized prompts and guidance.

Optimize financial processes to reduce costs

Improve efficiency by applying next-generation AI to labor-intensive processes like collections and contract and invoice capture.
SUPPORT

Implementation and resources

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Documentation

Get started using Microsoft 365 Copilot for Finance in your organization.
Read documentation
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Community

Connect with and learn from experts and peers.
Join the community
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Learning

Find Copilot for Finance help and learning content for employees.
Browse resources
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Get started

Access the Copilot for Finance public preview

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Get Copilot in Dynamics 365 Finance

Experience copilot capabilities and product enhancements for Dynamics 365 Finance.
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Get started with your AI assistant at work

Generate creative inspiration and boost productivity with Microsoft 365 Copilot.
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