What's new or changed in Copilot for Finance in June 2024

[This article is prerelease documentation and is subject to change.]

This article lists the features that are new or changed for Microsoft 365 Copilot for Finance in each release that is shipped in June 2024.

For information about upcoming and recently released capabilities in Copilot for Finance that you can use for planning, see the Dynamics 365 and Microsoft Power Platform Release planner.

Features included in this release

This section contains a list of the features or changes that are included in each release. We might update this article to include features that were added to the release after this article was originally published.

Release date Feature area Feature name More information Learn more
June 7, 2024 Reconciliation in Excel Partial matching This feature extends the matching rules. When partial matching is used alongside exact matching, the matching rules can identify not only exact matches but also similar values in your data. Use partial matching in data reconciliation
June 21, 2024 Outlook Account Statements This feature provides the ability to attach customer account statements in the email replies. Account Statements

New customers automatically get the latest version of Copilot for Finance. If you're an existing partner or customer, check your email for notifications about updates.