Introduction
This module introduces finance agents, a Microsoft Office integrated system designed to enhance productivity and strategic decision-making for finance professionals. It offers distinct experiences for Microsoft Outlook and Excel, automating tasks, streamlining processes, and providing real-time insights.
Imagine you're a finance professional in a large corporation, constantly juggling between data reconciliation, and customer communications. The manual processes are time-consuming, prone to errors, and hinder your productivity. You need a tool that can automate these tasks, provide real-time access to financial data, and integrate seamlessly with your existing ERP system.
Finance agents accelerate time-to-impact for finance professionals by surfacing insights that support strategic decision-making and reduce the time that's used on manual, repetitive work. Finance agents empower finance professionals to stay in the flow of work by seamlessly connecting productivity tools such as Excel with existing financial systems to support critical business processes and generate insights and actions in real time.
Note
Finance agents are production-ready preview features. Production-ready previews are subject to supplemental terms of use.
Finance agents offer finance professionals productivity gains in Microsoft 365 Outlook and Microsoft 365 Excel.
Outlook - Finance agents support the collections process. Users can connect to their ERP directly from Outlook to gain easy access to valuable insights from customer data in the ERP system, get help when they craft email responses, and save communication summaries and action items for scaled impact. For Outlook, finance agents integration is available for Dynamics 365 Finance, SAP, and other ERP applications.
Excel - Finance agents enable a streamlined Financial Reconciliation agent. Finance agents support includes intelligent prompts when financial data structures are compared, automated reconciliation report creation, and automatically generated insights and suggestions for possible ways to address discrepancies. The reconciliation report summary and documented action items are automatically prepared and available and can be saved for future reference and auditing purposes. Finance agents in Microsoft 365 Excel can be used with financial data users bring in from a multitude of financial systems, including ERP and Financial Planning & Analysis (FP&A) solutions.
Supported languages and regions
AI in finance agents and conversational intelligence - Finance agent-created content (for example, email summarization, suggested email responses, and analysis summaries) is currently provided only in United States–based English (En-US). Additional languages and regions will be supported in future releases.
User interface - Currently, the user interface for finance agents is available only in United States–based English (En-US). Additional languages and regions will be supported in future releases.
Responsible AI
Responsible AI FAQs are part of a broader effort to put Microsoft AI principles into practice. They aim to provide insights into the workings of AI technology, the decisions that can affect its performance and behavior, and the significance of considering the entire system, including the technology, people, and environment. We recommend that you use these FAQs to gain a deeper understanding of specific AI systems and features developed by Microsoft.
To learn about the AI capabilities and impact of specific features of this solution, see: