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Important
The 2026 release wave 1 plan covers all new functionalities planned to be delivered to market from April 2026 to September 2026. In this article, you'll find the product overview and what's new and planned for Finance agents in Microsoft 365.
Overview
Finance Agent is a role-based Copilot experience that brings together AI-powered financial intelligence, conversational ERP access, and finance-centric workflows across Microsoft 365. By embedding intelligence directly into Excel, Outlook, Teams, and Copilot chat, Finance Agent helps finance professionals and business leaders quickly understand financial context, take informed action, and stay in control of critical processes—without leaving the tools they already use. In 2026 release wave 1, we focus on making Finance Agent the daily command center for finance insights by strengthening conversational access to trusted financial data, expanding in-context experiences, and enabling deeper configuration, governance, and extensibility for organizations operating at scale.
Key investment areas in 2026 release wave 1
Finance Agent (core intelligence and insights)
Finance Agent serves as the intelligence layer that helps you quickly ramp up on key financial signals across ledgers, subledgers, and related operational data. In this release wave, we enrich finance summaries and business briefs with deeper, data-grounded insights sourced directly from systems of record, enabling you to assess performance, risk, and exceptions with confidence. Improved conversational experiences let you ask finance-specific questions, analyze financial context, and understand implications without manually navigating multiple systems. These capabilities reduce time spent reconciling data and help finance teams focus on higher‑value analysis and decision‑making.
Finance Chat
Finance Chat is a conversational surface for accessing and acting on financial intelligence. By grounding conversations in ERP data, financial documents, emails, meetings, and trusted external sources, Finance Chat helps you investigate issues, understand drivers, and identify next steps in real time. In 2026 release wave 1, we expand conversational access to finance data through richer chat experiences and introduce extensibility patterns that let organizations tailor data sources and behaviors to their specific finance workflows. This gives you a consistent, reliable way to engage with financial data while maintaining accuracy and trust.
Finance Home Finance Home is positioned as the finance user’s daily landing experience—bringing together prioritized insights, business briefs, and relevant financial context in one place. By surfacing timely financial signals and enabling quick transitions into Finance Chat, Excel, Outlook, and Teams experiences, Finance Home helps you start your day with clarity and focus on what matters most.
Investment areas
Microsoft Excel experiences
Microsoft 365 Copilot for Finance helps finance professionals work with financial data in Microsoft Excel while protecting the integrity of financial data in ERP systems. With next-generation AI support from Copilot for Finance, finance professionals can reconcile their financial data, compare financial data structures, create reconciliation reports, and troubleshoot and correct discrepancies.
To learn more about the entire set of capabilities being delivered during this release wave, check out the release plan for Finance agents in Microsoft 365 below: