Finance in Microsoft 365 Copilot

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.