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Important
Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned
| Enabled for | Public preview | General availability |
|---|---|---|
| Users by admins, makers, or analysts | Sep 2025 | - |
Business value
Through Microsoft 365 Copilot for Finance, corporate financial leaders can leverage generative AI to provide meaningful, timely summarizations of macroeconomic conditions from multiple, yet selective, market data and sources to optimize their investment and business decisions. Ever-changing conditions require consistent and constant monitoring of a variety of market-driving areas and themes that impact capital investments.
Producing impactful analyses involves analyzing and delivering clear insights from a volume and matrix of content (geos, themes, industries, government, market indices, and more). The necessary collaboration and effort are often challenging to deliver a result that is effective in content within the window of decision-making opportunity.
The effort required can result in limiting sources, less-than-optimal reactions to sudden macroeconomic events, an inability to monitor trends and themes, and keeping stakeholders informed in real time or near-real time.
Copilot for Finance can help customers broaden sources, deliver more fine-tuned insights, and stay informed in real time. Copilot for Finance would optimize the monitoring of macroeconomic signals. Through the collaborative nature of Teams, Copilot for Finance can create macroeconomic, topic-driven libraries easily contributed to and accessible by teams such as treasury and other senior financial leadership. A team's experience also provides a centralized space for stakeholder reports, general updates on macroeconomic conditions, and late-breaking news that impacts capital markets.
Feature details
Copilot for Finance will support the following capabilities for macroeconomic analysis:
- Finance team collaboration on macroeconomic topics.
- Customizable macroeconomic topics library.
- AI monitoring and summarizing external macroeconomic signals.
- Preparing and sharing stakeholder reports on macroeconomic trends.