Introducing Microsoft Copilot for Finance – the newest Copilot in Microsoft 365 designed to transform modern finance

By Charles Lamanna, CVP, Business Applications and Platforms

Today we’re announcing the public preview of Microsoft Copilot for Finance, the newest role-based extension of Microsoft Copilot for Microsoft 365 designed to revolutionize how finance teams approach their daily work. Copilot for Finance joins Copilot for Sales and Copilot for Service, now generally availableto provide AI-powered, role-based workflow automation, recommendations, and guided actions in the flow of work.

Finance departments are critical partners in strategic decisions impacting the direction of a company. Eighty percent of finance leaders and teams face challenges to take on more strategic work outside the operational portions of their roles1. However, 62 percent of finance professionals say they are stuck in the drudgery of data entry and review cycles 2. Copilot for Finance can help free up time for finance to play more of a strategic role in delivering counsel and insights to the business by streamlining financial tasks, automating workflows, and providing insights in the flow of work.

«Copilot for Finance enables finance teams in Switzerland and across the globe to focus even more on strategic consulting and analysis with the help of AI,» says Roger Altorfer, Head of Customer Success