Microsoft Copilot for Finance

Microsoft 365 Copilot
for Finance​

Accelerate time to business impact for finance professionals. Copilot for Finance brings together Microsoft 365 Copilot with a role-based Copilot agent that connects your existing financial data with generative AI to surface insights and support strategic decision-making.

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OVERVIEW

Translate data into actionable insights

Make an impact by creating meaningful efficiencies with an AI-powered assistant built for finance.

Accelerate Decisions Making
Simplify Tasks
Boost Productivity

Review transactions across systems for anomalies, risks, and unmatched data. Save and reuse customizable templates for insight that scales.

Save time with accurate commentary, reports, and insight sourced from various data records.

Turn data into presentation-ready visuals and reports to share in Outlook and Microsoft Teams.

copilot finance accelerate decision making min | Braintree
FEATURES

Transform the way finance works

Accelerate growth and reduce costs with a copilot in the flow of work.

KEY BENEFITS

Drive growth with an AI-powered solution

Be more impactful with financial insights

Spur growth with action-oriented recommendations, proactive anomaly detection, and specialized prompts and guidance.

Optimise financial processes to reduce costs

Improve efficiency by applying next-generation AI to labor-intensive processes like collections and contract and invoice capture.

Book your copilot readiness assessment

Book Assessment
SUPPORT

Implementation and resources

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Documentation

Get started using Microsoft 365 Copilot for Finance in your organization.
Read documentation
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Community

Connect with and learn from experts and peers.
Join the community
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Learning

Find Copilot for Finance help and learning content for employees.
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