Microsoft 365 Copilot for Finance
microsoft.comSummary
Ask questionsMicrosoft 365 Copilot for Finance is an AI-powered assistant that integrates with existing financial data and Microsoft 365 applications to help finance professionals automate tasks, streamline operations, and gain insights for strategic decision-making. It aims to improve efficiency and productivity within finance departments by leveraging generative AI.
Features0/15
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PricingSubscription
See allMicrosoft 365 Copilot Chat
- Use free, secure AI chat powered by GPT-4o
- Access and use agents, priced on a metered basis
- Maintain IT control, including enterprise data protection and agent management
- Azure subscription is required to use agents.
- Prepaid Microsoft Copilot Studio capacity packs are also available.
Microsoft 365 Copilot
- Everything in the free version of Microsoft 365 Copilot Chat, plus:
- Get AI-powered chat grounded in your work data
- Access Microsoft 365 Copilot in apps such as Microsoft Teams, Outlook, Word, PowerPoint, and Excel
- Create and use agents with Copilot Studio
- Experience enterprise-grade security, privacy, and compliance
- A separate license for a qualifying Microsoft 365 plan is required.
Microsoft 365 Business Basic and Microsoft 365 Copilot
- Everything in Microsoft 365 Copilot, plus:
- Identity and access management for up to 300 users
- Microsoft Word, Excel, PowerPoint, and Outlook
- Custom business email
- Chat, call, meet
- 1 TB of cloud storage per user
- 10+ additional apps (including Microsoft Bookings, Planner, and Forms)
Rationale
Microsoft 365 Copilot for Finance is an AI-driven tool designed to streamline financial operations for businesses, focusing on tasks like data reconciliation, variance analysis, and customer communications. It is a productivity tool for finance professionals within an organization, not a content-driven personal finance education platform for individuals. Therefore, it does not align with any of the 'must-have' or 'other' features of the Fluent in Finance Platform, which is focused on providing educational content to individuals.
