Finance teams hold software to a high bar. Every number has to trace back, every change has to be explainable, and the data has to come from a source you trust. We've been building Copilot in Excel against that bar with our own Microsoft Finance team.
Today we're announcing four new capabilities of Excel Copilot.
Skills: a SKILL.md file in OneDrive. Open-standard markdown that defines how Copilot runs a workflow. Same pattern Excel has bet on for two decades.
Financial data connectors expanded to FactSet, Morningstar, PitchBook, CB Insights, Daloopa, and S&P/Kensho, joining LSEG and Moody's from May.
Personalization and workbook rules so Copilot follows your standards. Rules live as a sheet in the workbook and travel with the file.
Plan with Copilot, plus Copilot edits attributed in Show Changes. The agent works alongside you in the same surface you'd use with another analyst.
Tested in real workflows across Microsoft Finance: FP&A, accounting, tax, compliance, treasury.