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[This article is prerelease documentation and is subject to change.]
This article provides an overview of Finance agents, previously known as Copilot for Finance.
Important
- This is a production-ready preview feature.
- Production-ready previews are subject to supplemental terms of use.
Finance agents accelerate time-to-impact for finance professionals by surfacing insights that support strategic decision-making and reduce the time that's spent on manual, repetitive work. Finance agents empower finance professionals to stay in the flow of work by seamlessly connecting productivity tools such as Excel with existing financial systems to support critical business processes and generate insights and actions in real time.
Finance agents offer finance professionals productivity gains in Microsoft 365 Outlook and Microsoft 365 Excel.
In Outlook, it supports the collections process. Users can connect to their ERP directly from Outlook to gain easy access to valuable insights from customer data in the ERP system, get help when they craft email responses, and save communication summaries and action items for scaled impact. For Outlook, Finance agents integration is available for Dynamics 365 Finance, SAP, and other ERP applications.
In Excel, Finance agents enable a streamlined Financial Reconciliation agent. Finance agents support includes intelligent prompts when financial data structures are compared, automated reconciliation report creation, and automatically generated insights and suggestions for possible ways to address discrepancies. The reconciliation report summary and documented action items are automatically prepared and available and can be saved for future reference and auditing purposes. Finance agents in Microsoft 365 Excel can be used with financial data users bring in from a multitude of financial systems, including ERP and FP&A solutions.
Supported languages and regions
AI in Finance agents and conversational intelligence
Finance agent-created content (for example, email summarization, suggested email responses, and analysis summaries) is currently provided only in United States–based English (En-US). Additional languages and regions will be supported in future releases.
User interface
Currently, the user interface for Finance agents is available only in United States–based English (En-US). Additional languages and regions will be supported in future releases.