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Use Copilot for Finance Connector support

Enabled for Public preview General availability
Users by admins, makers, or analysts Jul 1, 2024 -

Business value

The Copilot for Finance Connector integration enables you to map custom connectors and the source back-end system of record. This integration supports all create, read, and update operations that the Microsoft Outlook add-in offers.

Feature details

By integrating Copilot for Finance with systems beyond the out-of-the-box supported ERP systems, you get the following benefits:

  • Increased flexibility: The extensibility framework gives you the ability to implement APIs that point to one or many back-end systems and surface access with a single sign-in for the user.
  • Improved scenario completion: By deploying a custom connection, you ensure all critical data is accessible within Copilot for Finance, reducing the need for context switching to another tool.
  • Enhanced collaboration: Integration with multiple back-end ERP systems facilitates collaboration and communication between different departments and business units. Each persona gains access to the data that matters most to them, where they need it.
  • Increased flexibility and scalability: Custom connectors more easily adapt to changing business needs and scale operations as needed.

Geographic areas

We're releasing this feature into the following Microsoft Azure geographic areas:

  • Germany
  • Norway
  • Singapore
  • South Africa
  • Switzerland
  • United Arab Emirates
  • United States
  • Europe
  • Asia Pacific
  • United Kingdom
  • Australia
  • Brazil
  • Canada
  • India
  • Japan
  • France
  • Korea

Additional resources

Custom connectors overview (docs)