Finance agents in Microsoft 365 Excel (Preview)

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

Finance agents in Microsoft 365 Excel (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. Finance agents in Microsoft 365 Excel (preview) accelerate time to impact for finance professionals by surfacing insights to support strategic decision-making and reducing the time spent on manual, repetitive work.

Finance agents in Microsoft 365 Excel help finance professionals work with financial data in Microsoft Excel to complete common financial tasks, like data reconciliation. The Finance Reconciliation agent in Microsoft 365 Excel (preview) suggests reconciliation vectors, compares financial data structures, classifies transactions, and creates reconciliation reports with generative artificial intelligence (GenAI) supported summaries.

Notable capabilities include:

• Agent suggested reconciliation rules
• Reconciliation commentary and report creation
• Reconciliation reporting

Finance agents in Microsoft 365 Excel (preview) are a Production-ready preview. For more information, see https://learn.microsoft.com/en-us/copilot/finance/welcome.

For some capabilities, a Microsoft 365 Admin Center Administrator may be required. Finance agents in Microsoft 365 Excel (preview) may be subject to an additional free or paid license. For more details, please access the Finance agents in Microsoft 365 Excel (preview) website or contact your Microsoft representative.