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[This article is prerelease documentation and is subject to change.]
This article lists the features that are new or changed for Finance agents in each release that is shipped in March 2025.
Learn more about upcoming and recently released capabilities in Finance agents that you can use for planning in 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 |
|---|---|---|---|---|
| March 31, 2025 | Announcement | Finance agents | With the launch of agent capabilities, Copilot for Finance has been renamed Finance agents. To reflect its agentic capabilities, the Data Reconciliation feature of Copilot for Finance has been renamed Financial Reconciliation agent. | Reconcile Data with Finance agents |
| March 31, 2025 | Reconciliation in Excel | Finance Reconciliation agent | Create a new autonomous Financial Reconciliation agent that can execute financial reconciliations on the user's behalf and be notified when the process has been completed. | Create a new Financial Reconciliation Agent |
| March 31, 2025 | Reconciliation in Excel | Templates | Templates allow users to save their reconciliation setup selections increasing efficiency and support the autonomous capabilities provided by agents. | Use templates for performing reconciliations |
| March 17, 2025 | Reconciliation in Excel | Reference Columns | This feature provides the option to add additional columns to the reconciliation report provided by the Financial Reconciliation agent. The feature is meant to provide customers with added context when reviewing reconciliation results. | Use reference columns in reconciliation reports |
| March 17, 2025 | Reconciliation in Excel | Report Parameters | This feature provides the option to view reconciliation reports in a summary or detailed view. | Reconcile Data with Finance agents |
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.