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Copilot for Finance streamlines productivity and workflow for professionals

The service links Copilot for Microsoft 365 with the enterprise resources efficiently

2 min. read

Published onMarch 1, 2024

published onMarch 1, 2024

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Microsoftannouncedthe public preview launch of Copilot for Finance that basically extends the capabilities of Copilot for Microsoft 365 with financial-specific tools.

It’s not the first such service. Microsoft also previewed theCopilot for Salesand Copilot for Service dedicated bots to help professionals in specific business areas.

What is new about Copilot for Finance?

What is new about Copilot for Finance?

The essence ofCopilot for Financeis Copilot for Microsoft 365, that will use efficiently the Office tools (Excel, Outlook, Word and more) and it connects it to other productivity apps from the Enterprise Resource Planning (ERP) systems, such as Microsoft Dynamics 365 and SAP, and the Microsoft Graph.

Here are the key features of Copilot for Finance, as laid out by Microsoft in their announcement:

So, in a few words, Copilot for Finance will help professionals make better and faster financial assessments, create customer account summaries and generate meaningful presentations based on the available data.

Microsoft’s idea behind Copilot for Finance is to help finance professionals with data management and review cycles:

Eighty percent of finance leaders and teams face challenges to take on more strategic work outside the operational portions of their roles. However, 62% of finance professionals say they are stuck in the drudgery of data entry and review cycles.

Would you use Copilot for Finance to manage data from your business? Let us know about that in the comments section below.

More about the topics:business,Microsoft copilot

Claudiu Andone

Windows Toubleshooting Expert

Oldtimer in the tech and science press, Claudiu is focused on whatever comes new from Microsoft.

His abrupt interest in computers started when he saw the first Home Computer as a kid. However, his passion for Windows and everything related became obvious when he became a sys admin in a computer science high school.

With 14 years of experience in writing about everything there is to know about science and technology, Claudiu also likes rock music, chilling in the garden, and Star Wars. May the force be with you, always!

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Claudiu Andone

Windows Toubleshooting Expert

Oldtimer in the tech and science press, with 14 years of experience in writing on everything there is to know about science, technology, and Microsoft