Microsoft 365 Copilot for Finance documentation

Discover how to make the most of Microsoft 365 Copilot for Finance with online training courses, docs, and videos covering product capabilities and how-to articles. Learn how to use Copilot for Finance to surface insights that support strategic decision-making and reduce the time spent on manual, repetitive work.

About Microsoft 365 Copilot for Finance

Overview

• What is Copilot for Finance?

Get started

Get Started

• Install Copilot for Finance (admin-deployed)
• Install Copilot for Finance (business user-deployed)

Architecture

Overview

• Data handling in Copilot for Finance

Use Copilot for Finance

How-To Guide

• In Excel
• In Outlook

AI capabilities

How-To Guide

• Reconciliation in Excel
• Collections in Outlook