← Back to AI Agents DirectoryMicrosoft Copilot for Finance
Developer: Microsoft
CopilotBeta
Quick Answer — What are AI agents for finance?Microsoft Copilot for Finance is an AI copilot embedded in Excel, Outlook, Teams, and Dynamics 365. It automates variance analysis, account reconciliation, collections management, and reporting within the tools finance teams already use — reducing context switching and manual data work.
Microsoft's AI copilot for finance professionals in Excel, Outlook, Teams, and Dynamics 365. Automate variance analysis, account reconciliation, collections, and reporting — embedded directly in the tools finance teams already use.
Pricing Model: Per-seat add-on subscription
Copilot for Finance
$35
/month
Microsoft Copilot for Finance is a specialized AI copilot designed for finance professionals, operating within the Microsoft 365 ecosystem. It integrates directly into Excel, Outlook, Teams, and Dynamics 365 Finance — the tools finance teams already use daily — to automate variance analysis, account reconciliation, collections workflows, financial reporting, and audit preparation. Copilot for Finance leverages Microsoft's Graph API to access financial data across the organization while respecting existing permissions and compliance policies. Key capabilities include automatic variance detection and explanation in Excel, reconciliation suggestions with traceable sources, prioritized collections task lists, and draft financial report generation. The solution is built on Microsoft's responsible AI framework with built-in compliance, security, and data governance. It supports multi-currency, multi-entity financial operations and is available as an add-on to existing Microsoft 365 and Dynamics 365 subscriptions. Recommended for finance teams already invested in the Microsoft ecosystem, from mid-market companies to large enterprises.
Key Use Cases
Variance analysis in Excel — auto-detect and explain account variances with natural language summariesAccount reconciliation — match transactions, flag discrepancies, and generate reconciliation reports with traceable sourcesCollections workflow automation — prioritize overdue accounts, draft collection emails, and track payment follow-upsFinancial report drafting — generate draft income statements, balance sheets, and cash flow reports in ExcelAudit preparation — compile supporting documentation, flag anomalous transactions, and generate audit-ready workpapersBudget vs actual analysis — compare budgeted figures to actuals with automated commentary on significant variancesAccounts payable triage — categorize invoices, flag approvals needed, and summarize aging payablesRevenue recognition support — analyze contract terms and suggest revenue classification
Data Connectors
Dynamics 365 FinanceDynamics 365 Business CentralMicrosoft ExcelMicrosoft OutlookMicrosoft TeamsSAPOracle FinancialsSalesforceSharePointOneDriveMicrosoft Graph API
Best For
CFOFinance ManagerAccountantFinancial AnalystControllerAR SpecialistAP SpecialistAuditor
AI Model: GPT-4o (Microsoft Azure OpenAI)Deployment: cloudEnterprise Clients: PwC, Ernst & Young, KPMG, Deloitte, Unilever, Lufthansa