Finance Agent overview (Frontier)

Important

• You need to be part of the Frontier preview program to get early access to Microsoft 365 Copilot Cowork. Frontier connects you directly with Microsoft's latest AI innovations. Frontier previews are subject to the existing preview terms of your customer agreements. As these features are still in development, their availability and capabilities may change over time.
• If Cowork isn't visible in Microsoft Admin Center Agent management, ensure that the admin account is also enrolled in Frontier (Copilot -> Settings -> Frontier).
• This is a preview feature.
• Preview features may have restricted functionality. These features are available before an official release so that customers can get early access and provide feedback.
• For more information, go to our Microsoft Product Terms.

This article describes the features of the Finance Agent. Finance Agent works within Microsoft Copilot to help you use natural language to connect with your data.

Finance Agent provides you with a centralized home for financial insights, business intelligence, and engaging with Enterprise Resource Planning (ERP) data. It helps you research public and private companies and offers structured briefs for decision-making. Current ERP integration supports Accounts Receivable (AR) and Accounts Payable (AP) where the agent can engage with data through queries and insights, and perform some related actions, all while directly in the flow of work.

Finance Agent delivers a seamless and integrated experience within Copilot chat by using advanced natural language interaction. For ERP interaction, Finance Agent provides you with contextual financial data access through Model Context Protocol (MCP).

For all capabilities, Finance Agent supports secure, multithreaded continuous chat and questions and answers across each capability.

Finance Agent capabilities include:

Finance Home

• A personalized home for all your finance activities within Copilot chat

Business Intelligence Q&A

• Research financial information and insights for public and private companies

Business Brief

• Deliver unified, interactive company research briefs
• Combine public and internal ERP data for suppliers, customers, competitors, and partners
• Enable follow-up questions, company comparisons, and consistent, quality insights

ERP Q&A

• Perform natural language queries and get insights about accounts payable and accounts receivable, such as invoice status and payment history.
• Perform actions and updates in ERP.