Copilot for Finance (Preview)
This connector is to communicate with copilot for finance.
This connector is available in the following products and regions:
| Service | Class | Regions |
|---|---|---|
| Copilot Studio | Standard | All Power Automate regions except the following: - US Government (GCC) - US Government (GCC High) - China Cloud operated by 21Vianet - US Department of Defense (DoD) |
| Power Apps | Standard | All Power Apps regions except the following: - US Government (GCC) - US Government (GCC High) - China Cloud operated by 21Vianet - US Department of Defense (DoD) |
| Power Automate | Standard | All Power Automate regions except the following: - US Government (GCC) - US Government (GCC High) - China Cloud operated by 21Vianet - US Department of Defense (DoD) |
| Contact | |
|---|---|
| Name | Microsoft |
| URL | https://www.microsoft.com/en-us/microsoft-copilot/microsoft-copilot-for-finance |
| Connector Metadata | |
|---|---|
| Publisher | Microsoft |
| Website | https://www.microsoft.com/en-us/microsoft-copilot/microsoft-copilot-for-finance |
| Privacy policy | https://go.microsoft.com/fwlink/?LinkId=521839 |
| Categories | Business Intelligence;AI |
A powerful way to work with Copilot for Finance is through Power Automate. You can create a flow that automatically communicate with Copilot Finance after it is triggered by an event.
Prerequisites
- Power Automate account
Get started with your connector
For more information on using this connector please visit Copilot for Finance (preview)
Common errors and remedies
General Limits
| Name | Value |
|---|---|
| Connections per account | 100 |
Creating a connection
The connector supports the following authentication types:
| Default | Parameters for creating connection. | All regions | Not shareable |
Default
Applicable: All regions
Parameters for creating connection.
This is not shareable connection. If the power app is shared with another user, another user will be prompted to create new connection explicitly.
Throttling Limits
| Name | Calls | Renewal Period |
|---|---|---|
| API calls per connection | 100 | 60 seconds |
Actions
| Analyze variances |
Analyze variance using given file and template. |
| Generate Reconciliation Report Summary [DEPRECATED] |
Generate Reconciliation Report Summary. |
| Generate Reconciliation Transaction Summary [DEPRECATED] |
Generate Reconciliation Transaction Summary. |
| Get Table Keys for Reconciliation [DEPRECATED] |
Get Table Keys |
| Perform Reconciliation [DEPRECATED] |
Perform Reconciliation |
| Reconcile CSV Data With Ai Generated Table Keys |
Reconcile CSV Data With Ai Generated Table Keys |
| Reconcile CSV or Excel data. Optionally, a reconciliation template can be used |
Reconcile CSV or Excel data. Optionally, a reconciliation template can be used |
| Reconcile Data With a Reconciliation Template |
Reconcile Data With a Reconciliation Template |
| Reconcile Data With Ai Generated Table Keys |
Reconcile Data With Ai Generated Table Keys |
Analyze variances
Analyze variance using given file and template.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Variance analysis file
|
fileContent | True | file |
File for variance analysis |
|
Variance analysis template id
|
templateId | True | string |
Template id for variance analysis |
Returns
Generate Reconciliation Report Summary [DEPRECATED]
Generate Reconciliation Report Summary.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
primaryTableName
|
primaryTableName | string | ||
|
secondaryTableName
|
secondaryTableName | string | ||
|
primaryTableMappingKeys
|
primaryTableMappingKeys | string | ||
|
secondaryTableMappingKeys
|
secondaryTableMappingKeys | string | ||
|
primaryTableMonetaryColumns
|
primaryTableMonetaryColumns | string | ||
|
secondaryTableMonetaryColumns
|
secondaryTableMonetaryColumns | string | ||
|
discrepancyTransactions
|
discrepancyTransactions | string | ||
|
primaryUnmatchedTransactions
|
primaryUnmatchedTransactions | string | ||
|
secondaryUnmatchedTransactions
|
secondaryUnmatchedTransactions | string | ||
|
transactionSpecifications
|
transactionSpecifications | object |
Returns
Generate Reconciliation Transaction Summary [DEPRECATED]
Generate Reconciliation Transaction Summary.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
transactionType
|
transactionType | string |
Transaction type |
|
|
transactionDetails
|
transactionDetails | object |
Returns
Get Table Keys for Reconciliation [DEPRECATED]
Get Table Keys
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
tablesInformationSerializedJson
|
tablesInformationSerializedJson | string |
Table Keys Suggestion Request |
Returns
Perform Reconciliation [DEPRECATED]
Perform Reconciliation
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
primaryFileContent
|
primaryFileContent | string |
primaryFileContent |
|
|
secondaryFileContent
|
secondaryFileContent | string |
secondaryFileContent |
Returns
Reconcile CSV Data With Ai Generated Table Keys
Reconcile CSV Data With Ai Generated Table Keys
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Primary table file in csv or Excel format
|
primaryTable | file |
Primary table file in csv or Excel format |
|
|
Secondary table file in csv or Excel format
|
secondaryTable | file |
Secondary table file in csv or Excel format |
Returns
- Body
- ReconciliationReport
Reconcile CSV or Excel data. Optionally, a reconciliation template can be used
Reconcile CSV or Excel data. Optionally, a reconciliation template can be used
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Primary table file in csv or Excel format
|
primaryTable | True | file |
Primary table file in csv or Excel format |
|
Secondary table file in csv or Excel format
|
secondaryTable | True | file |
Secondary table file in csv or Excel format |
|
Reconciliation template id
|
reconciliationTemplateId | string |
Reconciliation template id |
Returns
- Body
- ReconciliationReport
Reconcile Data With a Reconciliation Template
Reconcile Data With a Reconciliation Template
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
primaryFileContent
|
primaryFileContent | True | string |
Base64 encoded content of the primary file |
|
secondaryFileContent
|
secondaryFileContent | True | string |
Base64 encoded content of the secondary file |
|
templateId
|
templateId | True | string |
Reconciliation template id |
Returns
Reconcile Data With Ai Generated Table Keys
Reconcile Data With Ai Generated Table Keys
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
primaryFileContent
|
primaryFileContent | True | string |
Base64 encoded content of the primary file |
|
secondaryFileContent
|
secondaryFileContent | True | string |
Base64 encoded content of the secondary file |
Returns
- Body
- ReconciliationReport
Definitions
GenerateReconciliationReportSummaryResponse
| Name | Path | Type | Description |
|---|---|---|---|
|
Reconciliation Report Summary
|
reconciliationReportSummary | string |
GenerateReconciliationTransactionSummaryResponse
| Name | Path | Type | Description |
|---|---|---|---|
|
Transaction Summary
|
transactionSummary | string |
ReconciliationReport
| Name | Path | Type | Description |
|---|---|---|---|
|
fileContents
|
fileContents | string |
Base64 encoded content of the processed file |
|
contentType
|
contentType | string |
MIME type of the processed file |
|
fileDownloadName
|
fileDownloadName | string |
Name of the file to be downloaded |
ReconciliationReportWithSummary
| Name | Path | Type | Description |
|---|---|---|---|
|
reconciliationReport
|
reconciliationReport | ReconciliationReport | |
|
reconciliationSummary
|
reconciliationSummary | string |
Reconciliation report summary |
PerformVarianceAnalysisResponse
| Name | Path | Type | Description |
|---|---|---|---|
|
resultFile
|
resultFile | FileContentResult |
Report file. |
|
criteriaResults
|
criteriaResults | array of PerformVarianceAnalysisCriteriaResult | |
|
executiveSummary
|
executiveSummary | VarianceAnalysisExecutiveSummary |
FileContentResult
Report file.
| Name | Path | Type | Description |
|---|---|---|---|
|
fileContents
|
fileContents | string |
Base64 encoded content of the processed file. |
|
contentType
|
contentType | string |
MIME type of the processed file. |
|
fileDownloadName
|
fileDownloadName | string |
Name of the file to be downloaded. |
PerformVarianceAnalysisCriteriaResult
| Name | Path | Type | Description |
|---|---|---|---|
|
criteriaLabel
|
criteriaLabel | string | |
|
variances
|
variances | array of PerformVarianceAnalysisVarianceResult |
List of variance cells under the given criteria. |
PerformVarianceAnalysisVarianceResult
| Name | Path | Type | Description |
|---|---|---|---|
|
varianceCells
|
varianceCells | array of PerformVarianceAnalysisVarianceCell | |
|
analysisResult
|
analysisResult | VarianceAnalysisResult |
VarianceAnalysisResult
| Name | Path | Type | Description |
|---|---|---|---|
|
summary
|
summary | VarianceAnalysisSummary | |
|
attributes
|
attributes | array of string |
VarianceAnalysisSummary
| Name | Path | Type | Description |
|---|---|---|---|
|
summarySections
|
summarySections | array of VarianceAnalysisSummarySection |
VarianceAnalysisSummarySection
| Name | Path | Type | Description |
|---|---|---|---|
|
contributors
|
contributors | array of VarianceAnalysisSummarySectionContributor | |
|
markdownContent
|
markdownContent | string | |
|
plainContent
|
plainContent | string |
VarianceAnalysisSummarySectionContributor
Summary section contributors.
| Name | Path | Type | Description |
|---|---|---|---|
|
internalAttributeName
|
internalAttributeName | string | |
|
internalAttributeValue
|
internalAttributeValue | string | |
|
internalSource
|
internalSource | string | |
|
subAnalysisResult
|
subAnalysisResult | VarianceAnalysisResult |
PerformVarianceAnalysisVarianceCell
Schema for a variance cell.
| Name | Path | Type | Description |
|---|---|---|---|
|
displayAddress
|
displayAddress | string | |
|
absoluteAddress
|
absoluteAddress | string | |
|
title
|
title | string | |
|
value
|
value | string |
VarianceAnalysisExecutiveSummary
| Name | Path | Type | Description |
|---|---|---|---|
|
overviewSection
|
overviewSection | string | |
|
keyFindingsSection
|
keyFindingsSection | array of VarianceAnalysisExecutiveSummarySection | |
|
breakdown
|
breakdown | array of VarianceAnalysisExecutiveSummarySection | |
|
actionableInsights
|
actionableInsights | array of VarianceAnalysisExecutiveSummarySection |
VarianceAnalysisExecutiveSummarySection
| Name | Path | Type | Description |
|---|---|---|---|
|
title
|
title | string | |
|
paragraphs
|
paragraphs | array of string |