Introduction

  • 2 minutes

Copilot+ PCs include a powerful NPU (Neural Processing Unit) designed to support AI-powered Windows experiences locally on the device.

When you pair a Copilot+ PC with the cloud-based intelligence of Microsoft 365 Copilot (sold separately), you bridge the gap between your local system and your cloud workspace. For finance teams, this hardware-and-software integration delivers immediate, practical value:

Faster Insight Generation: Turn analysis of raw transactional data, market trends, or foreign currency audio into clean, actionable summaries with reduced manual effort.

Reduced Context Switching: Query, find, and compile data across local documents and cloud apps without constantly bouncing between windows.

Reclaimed Strategic Time: Shift your focus away from manual data entry and formatting, freeing up valuable hours for risk mitigation and strategic forecasting.

Note

Copilot+ PCs include a powerful NPU designed to support AI-powered Windows experiences on the device. When paired with Microsoft 365 Copilot, sold separately, finance professionals can use device-level AI experiences and Microsoft 365 app experiences together to reduce friction across planning, analysis, reporting, and stakeholder review.

In this module, you'll explore practical workflows that show how Copilot+ PC experiences such as Click to Do, Improved Windows Search, Live Captions, and Windows Studio Effects can complement Microsoft 365 Copilot experiences in apps like Excel, Word, and Teams. Feature availability varies by device, region, language, license, tenant policy, and app version.

Learning objectives

By the end of this module, you'll be able to:

  • Use Microsoft 365 Copilot and Copilot+ PC experiences to plan and prioritize focused finance work around reporting deadlines, analysis tasks, and stakeholder reviews.
  • Apply Copilot in Excel and Word to identify financial insights, summarize performance drivers, and draft executive-ready narratives.
  • Use Copilot+ PC features such as Agent in Settings, Click to Do, and Improved Windows Search to reduce friction across everyday finance workflows.
  • Use Copilot+ PC (Live Captions and Windows Studio Effects) and Microsoft 365 (Copilot in Teams) features to support clearer communication, meeting engagement, and follow up during stakeholder reviews.