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Share feedback about Copilot for Finance (preview)

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[This article is prerelease documentation and is subject to change.]

This article describes how to share feedback about Microsoft 365 Copilot for Finance.

If you have any feedback about Copilot for Finance, you can share it from the add-in. Your feedback is valuable, and Microsoft uses it to improve the product.

To share feedback, follow these steps.

  1. Open Copilot for Finance in Excel.

  2. In the upper right, select the ellipsis (…), and then select Share feedback.

    Screenshot that shows the Share feedback link in Copilot for Finance.

  3. Enter your responses in the feedback form, and then select Submit.

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You might also receive periodic notifications that ask you to share feedback.

Share feedback on highlight cards

In all areas where you interact with AI, you can use thumbs-up/thumbs-down surveys to provide feedback.

Screenshot that shows the feedback options on a highlight card.

Select the appropriate option to share what you liked, or what can be improved.