https://store-images.s-microsoft.com/image/apps.65174.73984c78-b954-4844-af7d-40ca96494db7.99a22616-2885-4e45-bf61-dad7fe38cac2.6169801e-0d17-454a-a9b9-43d2634fa357

Finance in M365 Copilot (Copilot Studio use)

by Microsoft Dynamics 365

Finance in M365 Copilot is the AI assistant for finance professionals

NOTE: This application listing is for extensibility and custom agent uses of Finance in Microsoft 365 Copilot. For individual user or administrator use, see (Finance in M365 Copilot Business Apps – Microsoft AppSource)

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

Finance in Microsoft 365 Copilot is an AI-powered solution designed to transform how finance teams work by embedding automation and intelligence assistance directly into Microsoft 365 applications. It helps finance professionals streamline processes, reduce manual effort, and improve accuracy across critical workflows such as reconciliations, variance analysis, and reporting. By leveraging generative AI, the solution enables finance teams to focus on strategic insights rather than repetitive tasks.

Finance in Microsoft 365 Copilot helps finance professionals work with financial data in Microsoft Excel to complete common financial tasks and processes such as data cleansing and **data preparation**, **financial reconciliation** (e.g. Intercompany reconciliations, bank statements, Tax Reconciliations) and **variance analyses** (e.g. Budget v. Actual, Period over Period analyses, Revenue variances).

Notable **Financial Reconciliation** capabilities include:

  • AI suggested reconciliation rules
  • AI-provided reconciliation commentary
  • Reconciliation report creation
  • Autonomous preparation

    • Notable **Variance Analysis** (Preview) capabilities include:

    • Quick identification of critical variances through natural language defined criteria
    • AI provided structured narratives explaining key variance insights for detailed findings
    • AI provided Executive summary with actional suggestions and insights
    • Autonomous preparation


      • For some capabilities, a Microsoft 365 Admin Center Administrator may be required. Finance in Microsoft 365 Copilot may be subject to an additional free or paid license. For more details, please access the Finance in Microsoft 365 Copilot website (https://learn.microsoft.com/en-us/copilot/finance/welcome) or contact your Microsoft representative.

      At a glance

      https://store-images.s-microsoft.com/image/apps.523.73984c78-b954-4844-af7d-40ca96494db7.ff46edc7-21bd-4ea6-84eb-73011287580f.61d5321a-65f3-419f-b90b-37a0750d906d