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Finance Agent

Published by Microsoft Corporation

Excel Office add-in from Microsoft Corporation (marketplace title Finance Agent (for use in Excel), AppSource WA200006575) that puts a Finance Agent sidecar in Microsoft 365 Excel. This is the Excel add-in — not the Outlook sibling Finance (Preview) in Microsoft Copilot WA200006576, and not the Copilot chat Finance Agent in the Agent Store. Install from Microsoft Marketplace / appsource.microsoft.com product office WA200006575 (Office Store: Open in Excel), or as a business user: sign in to Marketplace, search Finance, select Finance in Microsoft Copilot, Get it now, then Open in Excel; the add-in may take up to six hours to appear and is also installed in the Excel desktop application. Microsoft 365 admins can deploy from admin center Settings → Integrated apps → Get Apps, search Finance, select Finance in Microsoft Copilot. Office Store: works in Excel 2016 or later on Windows, Excel 2016 or later on Mac, and Excel on the web. In Excel, Finance Agent enables a Financial Reconciliation agent: reconcile two data sets as tables on one or two worksheets; AI suggests mapping for key types and monetary columns and reconciliation rules; users can accept, regenerate, or customize parameters; the report categorizes unmatched, potentially matched, and perfectly matched transactions and includes generative AI summarization. Learn docs: Excel support includes intelligent prompts when financial data structures are compared, automated reconciliation report creation, and generated insights for discrepancies; can be used with financial data from ERP and FP&A systems. Landing page still titles the product Microsoft 365 Copilot for Finance (Preview) and links Excel install to WA200006575. Publisher: Microsoft Corporation. Capabilities may require a Microsoft 365 Copilot license; Microsoft Copilot business plans (Microsoft 365 Business Premium with Copilot at $32.00 user/month paid yearly, Microsoft 365 Business Standard with Copilot at $23.50 user/month paid yearly) list Sales, Service, and Finance agents among plan features. UI and agent-created content currently United States-based English (En-US).

Price: Subscription

Platforms: Windows, Mac, Web

Excel versions: 2016, 2019, 2021, 365

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Publisher site:Microsoft Corporation

  • AIR Excel Add-in

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