Screening deals, valuations, and portfolios

Across Financial Planning and Analysis (FP&A), Accounting, Tax, Compliance, and Treasury, Microsoft Finance runs Copilot in Excel in real workflows, spending less time hunting for information and rebuilding analyses, and freeing teams to spend time applying judgement to decisions. They shape it as much as they use it, telling us where it falls short and pushing the product toward the standard their own work demands. By the time it reaches you, it has already been pressure-tested by a finance organization operating at the frontier. 

Today, we’re introducing new features built for financial professionals to continue doing that with skills for repeatable workflows, new financial connectors for trusted data, and improved capabilities for traceability.