Microsoft Copilot now available in Excel: finance automation and major data connectors
Microsoft 365 Copilot in Excel now supports new skills for automating multi-step financial workflows, including processes like DCF modeling, variance analysis, and monthly reporting.0
Expanded financial connectors bring direct access to trusted sources such as CB Insights, FactSet, Morningstar, and S&P Global, streamlining data import for analysis.
Personalization options and workbook rules further standardize workflows, while Plan with Copilot provides detailed traceability for changes.
- Spreadsheet App
- Paid
- Proprietary
Other apps mentioned in this article
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External links
- Copilot in Excel: Built for the era of Frontier FinanceMicrosoft 365 Blog • Official source
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