Capabilities of finance agents
Finance agents have the following capabilities:
Speed time to decision making
Finance agents help turn data into insight. Accelerate impact with a specialized tool built for finance.
Reconciliation data - Effortlessly compare and reconcile financial data, getting clear insights into discrepancies and matched values.
Share new insight - Turn data into presentation-ready narratives and reports to share in Microsoft Outlook.
Cut costs across critical processes
Reduce spending and regain valuable time by using finance agents to transform manual tasks into more streamlined and efficient experiences.
Empower your collections team - Access a complete summary of customer balance history using finance agents-guided prompts and recommendations.
Save time on communications - Finance agents provide the first draft for customer communications, complete with relevant attachments.
Simplify tasks - Use contextualized prompts and next-best actions to move through processes more quickly.
Boost productivity in the flow of work
Work from within Microsoft productivity tools, including Excel and Outlook, without switching - regardless of where your data is.
Access your data - Connect to your existing financial data sources, including ERP, and more using prebuilt connectors and Microsoft Copilot Studio.
Work with the tools you love - Work seamlessly in Excel, Outlook, and Teams to eliminate switching between applications to find what you need.
Built on trust - Automatically inherit the security, compliance, and privacy policies you set up in Microsoft 365.