Microsoft Copilot for Finance and FP&A

Microsoft has released Copilot.

And Microsoft has a great learning path to understand everything about Copilot.

But what does it mean for finance?

I’ll break it down for you:

  • What is Microsoft Copilot?
  • How does Microsoft Copilot work?
  • How does Microsoft Copilot interact with your data?
  • What is Microsoft Graph?
  • 7 AI related Copilot Terms you need to know

What is Microsoft Copilot?

Microsoft 365 Copilot is an upcoming AI-powered feature set to revolutionize Microsoft 365, particularly useful for us in finance and financial planning & analysis (FP&A).

It functions as a natural language interface, allowing you to interact with Microsoft 365 apps as if conversing with a colleague.

Powered by Large Language Models (LLMs) and integrated with your business data from Microsoft Graph, Copilot is designed to spark creativity, enhance productivity, and develop new skills.

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Christian Martinez Founder of The Financial Fox

Finance Transformation Senior Manager @ Kraft Heinz | Founder of The Financial Fox