Microsoft Copilot Finance agent

Microsoft 365 Copilot's finance agent for Excel and Outlook workflows like reconciliation and variance.

Reviewed by a corporate finance practitioner, 11+ years at one of the largest US private companies and a public company Last checked 2026-10-19 Data status: Partial

Pricing

What's reported

Microsoft 365 Copilot Business add-on: $18/user/mo paid yearly (promotional, Jul 1–Dec 31, 2026; $21 list). Microsoft's pricing table lists Sales, Service and Finance agents among Copilot features; confirm licensing for your plan. Advanced features are usage-billed.

Price transparency

Public price list

Sources

microsoft.com

AI assistant integrations

Assistant	Status
Claude	Unverified
ChatGPT	Unverified
Microsoft Copilot	Native (this is that assistant's product)
Grok	Unverified

AI features status

Unverified

Vendor summary

Built into Microsoft 365 Copilot (Excel, Outlook); ERP connectors for Dynamics and SAP.

Sources

Full read/write, cost and GA detail for Microsoft Excel is in the AI Connector Tracker.

Practitioner take

Take coming soon

Our reviewer hasn't published a hands-on take on Microsoft Copilot Finance agent yet. When they do, it will answer: can this help build a budget, a rolling forecast, or a capital-planning business case — and where does it fall short?

Partner disclosure

FP&A Stack has no paid relationship with Microsoft Copilot Finance agent today. If that changes (affiliate, referral or featured listing), this page will say so above the fold. Payment never changes data or scores. Policy.

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