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Copilot for Finance (Preview)

  • Reference

This connector is to communicate with copilot for finance.

This connector is available in the following products and regions:

Service Class Regions
Power Automate Standard All Power Automate regions except the following:
     -   US Government (GCC)
     -   US Government (GCC High)
     -   China Cloud operated by 21Vianet
     -   US Department of Defense (DoD)
Power Apps Standard All Power Apps regions except the following:
     -   US Government (GCC)
     -   US Government (GCC High)
     -   China Cloud operated by 21Vianet
     -   US Department of Defense (DoD)
Contact
Name Microsoft
URL https://www.microsoft.com/en-us/microsoft-copilot/microsoft-copilot-for-finance
Connector Metadata
Publisher Microsoft

A powerful way to work with Copilot for Finance is through Power Automate. You can create a flow that automatically communicate with Copilot Finance after it is triggered by an event.

Prerequisites

Get started with your connector

For more information on using this connector please visit Copilot for Finance (preview)

Common errors and remedies

General Limits

Name Value
Connections per account 100

Creating a connection

The connector supports the following authentication types:
Default Parameters for creating connection. All regions Not shareable

Default

Applicable: All regions

Parameters for creating connection.

This is not shareable connection. If the power app is shared with another user, another user will be prompted to create new connection explicitly.

Throttling Limits

Name Calls Renewal Period
API calls per connection 100 60 seconds

Actions

Generate Reconciliation Report Summary

Generate Reconciliation Report Summary.
Generate Reconciliation Transaction Summary

Generate Reconciliation Transaction Summary.
Get Table Keys for Reconciliation

Get Table Keys
Perform Reconciliation

Perform Reconciliation
Reconcile Data With Ai Generated Table Keys

Reconcile Data With Ai Generated Table Keys

Generate Reconciliation Report Summary

Operation ID:
GenerateReconciliationReportSummary

Generate Reconciliation Report Summary.

Parameters

Name Key Required Type Description
primaryTableName
 primaryTableName string
secondaryTableName
 secondaryTableName string
primaryTableMappingKeys
 primaryTableMappingKeys string
secondaryTableMappingKeys
 secondaryTableMappingKeys string
primaryTableMonetaryColumns
 primaryTableMonetaryColumns string
secondaryTableMonetaryColumns
 secondaryTableMonetaryColumns string
discrepancyTransactions
 discrepancyTransactions string
primaryUnmatchedTransactions
 primaryUnmatchedTransactions string
secondaryUnmatchedTransactions
 secondaryUnmatchedTransactions string
transactionSpecifications
 transactionSpecifications object

Returns

Body
GenerateReconciliationReportSummaryResponse

Generate Reconciliation Transaction Summary

Operation ID:
GenerateReconciliationTransactionSummary

Generate Reconciliation Transaction Summary.

Parameters

Name Key Required Type Description
transactionType
 transactionType string

Transaction type
transactionDetails
 transactionDetails object

Returns

Body
GenerateReconciliationTransactionSummaryResponse

Get Table Keys for Reconciliation

Operation ID:
GetTableKeys

Get Table Keys

Parameters

Name Key Required Type Description
tablesInformationSerializedJson
 tablesInformationSerializedJson string

Table Keys Suggestion Request

Returns

Perform Reconciliation

Operation ID:
Perform Reconciliation

Perform Reconciliation

Parameters

Name Key Required Type Description
primaryFileContent
 primaryFileContent string

primaryFileContent
secondaryFileContent
 secondaryFileContent string

secondaryFileContent

Returns

Reconcile Data With Ai Generated Table Keys

Operation ID:
reconciledatawithaigeneratedtablekeys

Reconcile Data With Ai Generated Table Keys

Parameters

Name Key Required Type Description
primaryFileContent
 primaryFileContent True string

Base64 encoded content of the primary file
secondaryFileContent
 secondaryFileContent True string

Base64 encoded content of the secondary file

Returns

Body
ReconcileDataWithAiGeneratedTableKeysResponse

Definitions

GenerateReconciliationReportSummaryResponse

Name Path Type Description
Reconciliation Report Summary
 reconciliationReportSummary string

GenerateReconciliationTransactionSummaryResponse

Name Path Type Description
Transaction Summary
 transactionSummary string

ReconcileDataWithAiGeneratedTableKeysResponse

Name Path Type Description
fileContents
 fileContents string

Base64 encoded content of the processed file
contentType
 contentType string

MIME type of the processed file
fileDownloadName
 fileDownloadName string

Name of the file to be downloaded