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Copilot for finance expands accounting skills in Excel

By Steven Van ·

Microsoft expanded finance skills on October 29. Accounting work in Excel is on Frontier, and a wider set of finance skills is generally available.

On October 29, Microsoft Copilot posted new accounting skills in Excel: match transactions, flag exceptions, and trace calculations back to their sources, with a person making the final call. The blog the post links is a wider finance announcement.

Microsoft Copilot for finance announcement image
Official Microsoft Copilot for finance announcement image.

Microsoft says it is expanding Copilot for finance with more than 25 new finance skills and partner-built plugins. The blog describes reconciling accounts by comparing balances and transactions, identifying discrepancies, and tracing what changed in a workbook's history. It does not use the X post's exact phrases for every step.

On the blog's get-started list, accounting in Excel and Cowork is on Frontier, and finance skills in Excel are generally available. Capital markets and finance plugins in Cowork are generally available. A Dynamics 365 ERP plugin and partner plugins are beginning to roll out. The post does not list a price.

Sources

Microsoft Copilot's announcement and Microsoft's Copilot for finance post.

Read Copilot for finance expands accounting skills in Excel on Creators Toolbox