Sign up Flow FAQ

This article answers frequently asked questions about signing up for Finance Agent.

The tenant administrator can enable Finance Agent for an organization or a specific set of users following the guidance in Install Finance Agent (admin-deployed). Alternatively, business users can try out Finance Agent using the flow described in Install Finance Agent (business user-deployed).

How do I acquire Finance Agent

Finance is a capability included with Microsoft 365 Copilot. Learn more about Microsoft 365 Copilot in License plans for Microsoft 365 Copilot.